New York, NY Park Ave 27th & 29th Fls Office

Chase Nadell is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo entities since 2016. 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 offers both brokerage and advisory solutions.

Barry Fleischer is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds a Series 63 designation and has worked at several major firms, including JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley Private Bank. Fleischer is based in New York, NY. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from the Wells Fargo Investment Institute and third-party sources.

Spencer Shaev is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, ESPN, the Indiana University Athletic Department, and Major League Baseball. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Matthew Checkla is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolas for eight years. 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, offering both brokerage and advisory solutions.

Francine Oelbaum is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as a trustee of her mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Daniel Horowitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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 range of financial products.

Brett Fleckman is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at Stifel from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. 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.

Justin Dembo is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. 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 provides both brokerage and advisory solutions.

Karl Hueglin III is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as a trustee for family investment entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers a range of solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Alisia Rhodes is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and six years of industry experience. She has previously worked at Bank of America, Merrill, and Valley Bank, among other firms. Rhodes is based in New York, NY. 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 supports over 14,000 financial advisors, offering both brokerage and advisory solutions.

Craig Lindquist is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and with 21 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 leverages research and analytics to offer a range of brokerage and advisory solutions, including discretionary and non-discretionary retirement plan services.

Christopher Shokoff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary investment advisory services based on an IPS-driven process grounded in modern portfolio theory, including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Jessup is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His current role at Wells Fargo Clearing began in 2017. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mack Zelnick is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Neuberger Berman and Stifel. 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 grounded in modern portfolio theory and tailored to plan objectives. The firm’s offerings include a broader range of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Parker Yochim is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and previously worked at Superior Solutions, LLC and Lippe Taylor. 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 supported by research and analytics.