Sarasota, FL Main St 14th Office

Peter Hart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 54 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 role, he has ownership of a rental property in Zepherhills, Florida. 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 solutions. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Paul Dietrich is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He has worked with Wells Fargo entities since 2009. His outside activities include serving as power of attorney for his children and as a trustee for family trusts. 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 from Wells Fargo Investment Institute and third-party sources.

Maura Guthrie is a CFP® professional with 24 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and was previously with UBS Financial Services Inc for nine years. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and delivers both brokerage and advisory solutions.

Angelo Tramontelli is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations 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 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 vehicles and bank deposit sweep options among its investment offerings.

Robert Elkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he is a part owner of Allodex Systems LLC, a dental product manufacturer and distributor, and co-owns an airplane through N4421X LLC. 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 incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Luisa Montana is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2021. Outside of her financial advisory role, she also works as a delivery driver for Uber. 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.

Vergil Rorer is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Leif Olson is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior work includes tenures at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as Merrill. He is based in Sarasota, FL. 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.

Cheryl Christensen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Alice Ann Zemelman is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2016. Outside of her advisory work, she is an independent consultant involved in direct sales for skincare companies Rodan + Fields and New U Life. 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 providers.

Thomas Dowd is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and Truist Investment Services. He is based in Sarasota, FL. 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, relying on research and analytics to support investment decisions.

Christopher Burt is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior work includes roles at Thrivent Financial, Lacy Boots, LLC, and Charles Schwab & Co., Inc. 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.

Peter Meizels is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2024, he worked at Janney Montgomery Scott LLC from 2021 to 2024 and at Janney Montgomery Scott from 2016 to 2021. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, using research and analytics to support diversified portfolio strategies.

Thomas Cosinuke is a ChFC® credentialed financial advisor with 46 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and spent 20 years at UBS Financial Services prior to that. He serves as a trustee for various family-related trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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.

Devon Mackinnon is a financial advisor with Wells Fargo Clearing in Nokomis, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services since 2017, with prior experience at Citizens Bank and Citizens Securities. 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 process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.