Merrillville, IN Office

Alicia Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach 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 menus.

Kelly Mayton is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Juliana Milevski is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as secretary for the Prairie View Townhomes HOA in Crown Point, Indiana. 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Brad Harber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at UBS Financial Services and Merrill before joining Wells Fargo in 2016. Outside of his advisory role, he is involved in managing investment-related ventures including acting as a trustee and owning investment entities. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm employs extensive research and analytics and provides both brokerage and advisory solutions across a broad product spectrum.

Edgar Bassick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JP Morgan Securities and Charles Schwab. Outside of his advisory work, he serves as president of the Schererville Parks and Recreation Board. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad platform.

Paula Betts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 29 years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill, with tenures of six and ten years respectively. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Philip Farese Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also maintains a law practice dating back to 1993. Outside of his advisory role, he provides legal document preparation and business advice for a family medical practice. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines in-house research and third-party analytics to support diversified investment strategies and offers a broad range of financial products and services.

Paul Kacmarik is a financial advisor with Wells Fargo Clearing in Merrillville, IN, holding a Series 66 designation and 26 years of industry experience. He worked at A. G. Edwards & Sons, Inc. from 2000 to 2008 before joining Wells Fargo Clearing in 2016. 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 utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support investment decisions.

Cecily Dcruz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jeremiah Muryasz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he serves as a guardian for his son. 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 investment approach 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.

Candace Lieber is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 65, and Series 63 licenses and bringing 23 years of industry experience. Her prior roles include positions at Ameriprise, UBS Financial Services, and Merrill. 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 range of solutions supported by research from Wells Fargo Investment Institute and third-party databases.

William Taratsas is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2022. His prior experience includes roles at Cetera and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach 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.

Nikolaos Pitsas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, Fifth Third Securities, and A.G. Edwards & Sons. Outside of his advisory work, he serves as a power of attorney for family members on investment-related matters. 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 uses research and analytics to support a diversified investment approach and offers a range of brokerage and advisory solutions.

Todd Bertrand is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.