New York, NY Ave of the Americas 27th Office

Benjamin Simes is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing since 2020, following prior roles at Wells Fargo and a four-year period affiliated with Indiana University. 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 approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Gary Weisner is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and with 41 years of industry experience. He worked at Oppenheimer for 23 years prior to joining Wells Fargo in 2025. 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 offers both brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Richard Oneill Jr. is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Richard Ruffino is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 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. Outside of his advisory work, he is a co-owner of an online apparel company. 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 both brokerage and advisory solutions.

Chase Matesich is a financial advisor with Wells Fargo Clearing in New York, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc., Northwestern Mutual Investment Services LLC, AXA Advisors LLC, Equitable Advisors, and Merrill Lynch. 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 combines proprietary research with third-party analytics to support its investment strategies.

Kevin Martin is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley. 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 incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Areti Kitsios is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Kitsios serves as a board member of The Leighton House Condominium Association. 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 through a large network of advisors and employs research-based investment strategies rooted in diversification and modern portfolio theory.

Christine Smith is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley and Stifel. 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 process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Renato Isaac is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options in their investment menus.

Darin Laub is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Stifel for six years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs, setting them apart from many institutional advisers.

James Levitt is a financial advisor at Wells Fargo Clearing in New York, NY, with 27 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following a year 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 advice. 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.

Cassandra Cyrius is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank and its affiliates. Outside of her advisory role, she is a social media influencer managing an Amazon storefront for her dog, Archibald Wolfgang. Wells Fargo Clearing provides retirement plan consulting and fiduciary investment advice to ERISA-qualified and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers a broad range of investment options, including insurance-related products and bank deposit sweep programs.

James Bruder is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 designations and 49 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Clearing in 2020. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Donna Magrino is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. Her prior experience includes roles at UBS Financial Services, Merrill, MSI Financial Services, and Morgan Stanley & Co. LLC. 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 both brokerage and advisory solutions.

Devaya Kennedy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public and acts as guardian and executor for her grandmother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. 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.