Newport, RI Office

Hannah Mcnomee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2024. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Gregory Fater is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Northwestern Mutual and spent twelve years at DePuy Synthes. He has a minority ownership interest in a family property LLC based in Newport, Rhode Island. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Darcy Coyle is a financial advisor at Wells Fargo Clearing with 16 years of industry experience and holds a Series 66 designation. Prior to joining Wells Fargo in 2016, Coyle worked at UBS Financial Services from 2010 to 2013. 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 with more than 14,000 advisors and offers both brokerage and advisory solutions.

Andre Freitas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for eight years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he maintains ownership of a building company in Wakefield, Rhode Island. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Charles Edenbach is a financial advisor with Wells Fargo Clearing in Newport, RI, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics grounded in diversification principles and modern portfolio theory.

Christopher Yalanis is a CFP® with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. Previously, he worked at Citigroup Global Markets from 2002 to 2009. He serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee at the Boys & Girls Club of Newport County. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.