Florham Park, NJ Campus Dr Office

Harry Neufeld is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and RBC Capital Markets Corporation. He also serves as a power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Loran Meehan is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC since 2019 and Morgan Stanley since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Duane Perry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of finance, he works as an ice skating and hockey instructor and coach in Morristown, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions across a large network of more than 14,000 financial advisors.

Mitchell Work is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services, including investment advisory, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Donald Ruggieri is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and having 51 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for his mother's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when advising clients.

William Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include Morgan Stanley and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, relying on research and analytics to support its diversified investment strategies.

Paulo Gaspar is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he is involved in food delivery services as an Uber driver and co-owns a business selling candles and personalized gift boxes. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cheryl Busacco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial product options beyond typical institutional advisers.

John Mckenna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Powell is a Certified Financial Planner® with 28 years of industry experience. She is currently with Wells Fargo Clearing Services LLC, where she has worked since 2019. Prior to that, she held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Peter Scocca III is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. Prior to this, he held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Joseph Bancheri is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns Melanique Ventures, LLC, a business focused on recreational fishing activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Lyle Beck is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as co-trustee and holds power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Beth Wilhelms is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for a related investment entity in Kenilworth, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.