Pittsford, NY Pittsford Victor Rd Office

Adam Graves is a financial advisor with Wells Fargo Clearing in Pittsford, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work history includes positions at LPL Financial, Finmason, 55IP, MBSC Securities, Columbia Management Investment Advisers, and Manning & Napier. 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.

Natalie Estabrooks is a financial advisor with Wells Fargo Clearing in Rochester, NY, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. She previously worked at Esl Investment Services and LPL Financial, each for 13 years. Outside of her advisory role, she owns and operates a family farm in Avon, NY. 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 investment vehicles and bank deposit sweep options.

Gregory Rahmlow is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wells Fargo Clearing since 2016, following prior roles at American Portfolios Advisors, Inc. and Equitable Advisors. 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 support diversified investment strategies and offers both brokerage and advisory solutions.

Jeffrey Smith is a financial advisor with Wells Fargo Clearing in Pittsford, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for 11 years. Outside of his advisory role, he is involved in operating a franchised medical clinic and a vending machine business with his spouse. 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 diversified investment strategies and offers a broad range of financial products through bank and insurance affiliates.

Joseph Crispino is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to support its investment approach.

Lisa Testa is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Robert Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 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, and retirement plan consulting. 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 sources.

Wendy Sydeski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at RBC Capital Markets. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Lisa Fisher is a financial advisor with Wells Fargo Clearing in Pittsford, NY, holding a Series 63 designation and 39 years of industry experience. She has worked with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved as a costume coordinator for the Honeoye Falls Lima High School drama club and operates a sewing business creating phone pouches for female runners. 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.

Michael Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year with Morgan Stanley. 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 combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of financial advisors.

Allen Cantoni is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2023. He previously worked at LPL Financial and ESL Investment Services, LLC from 2015 to 2023. Outside of advisory work, he has ownership interests in several investment-related businesses, including wineries and real estate ventures. 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 includes a broader range of financial product offerings than many peers, such as insurance-related vehicles and bank deposit sweep options.

Daniel Rundberg is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He previously worked at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. 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 offerings.

John Fazio is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and 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 supported by research and analytics from Wells Fargo Investment Institute.

Christian Gehlen is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at ESL Investment Services, LLC and LPL Financial. Outside of his advisory role, he owns Gehlen Enterprises LLC, a business involved in product invention. 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 a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Elise Syberg is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She previously worked at Merrill for six years before joining Wells Fargo Clearing in 2022. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.