CERTIFIED FINANCIAL PLANNNER®
Eddie Zalayet, Berit Suba, Stephanie Werden and Jack Elton have earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn their CFP® certification, Eddie, Berit, Stephanie and Jack have completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
CFP®, Certified Financial Planner® are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.
PIM® Portfolio Manager
Eddie Zalayet, Howard Adler, Berit Suba and Stephanie Werden are Wells Fargo Advisors PIM® portfolio managers. The PIM program is a customized portfolio management program geared toward meeting our clients’ specific investment goals. As PIM portfolio managers, Eddie and Howard have met stringent criteria based on experience and expertise and acts as your personal portfolio manager.
The Private Investment Management (PIM) program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Forbes Best-in-State Wealth Management Teams
The Zalayet, Adler & Suba Private Wealth Management Group of Wells Fargo Advisors has been recognized as a Forbes Best-in-State Wealth Management Team in 2023, 2024 2025 and 2026.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of marketing materials. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. Fee paid for use of marketing materials. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. Fee paid for use of marketing materials. View additional disclosures
Forbes Top Wealth Management Teams
2022 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. View additional disclosures
Forbes Top Women Wealth Advisors Best-In-State
Berit Suba has been recognized as a Top Women Wealth Advisor Best-In-State in 2023, 2024, 2025 and 2026. Stepanie Werden has been recognized as a Top Women Wealth Advisor Best-In-State in 2026.
2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. View additional disclosures
Forbes Best-In-State Wealth Advisors
Eddie Zalayet has been recognized as a Best-In-State Wealth Advisor by Forbes in 2019, 2021, 2022, 2023, 2024, and 2025. Howard Adler has been recognized as a Best-In-State Wealth Advisor by Forbes in 2025. Berit Suba has been recognized as a Best-In-State Wealth Advisor by Forbes in 2025.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. View additional disclosures
Chartered SRI Counselor® (CSRIC®)
Berit Suba was part of the inaugural class to earn her CSRIC® designation in 2019. Stephanie Werden obtained hers in 2021. The Chartered SRI Counselor® (CSRIC®) professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI). This designation is the first major financial credential dedicated specifically to sustainable investing.
Chartered Retirement Planning Counselor™ (CRPC™)
Berit Suba has earned her CRPC™ designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, she focuses on client centric problem solving as she assists clients with the holistic retirement planning process. This includes planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate planning.
Wells Fargo Advisors' Platinum Council
Eddie Zalayet is a Wells Fargo Advisors’ Platinum Council Advisor. Eddie has achieved this distinction each year from 2011 - 2026. Howard Adler has been named a Platinum Council Advisor each year from 2021 - 2026 and Berit Suba has been named a Platinum Council Advisor each year from 2022 - 2026.
The 2024-2026 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
The 2011-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.