Stephen Marshall is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Citigroup Global Markets for 17 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory 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.

Wesley Thompson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at IFP Securities, Rinaldi Wealth Management, Park Avenue Securities, and Guardian Life Insurance Co. of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Theodore Morrison is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018. Prior to that, he was employed at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Theodore serves as secretary for the Rushing Branch Homeowners Association in Jacksonville, Florida, where he participates in administrative decisions and compliance oversight. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Tiffany Gill is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2022, with prior experience at Wells Fargo Bank and Fairway Mortgage. 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.

Eugenia Miceli is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a board member for a cooperative building in Tarrytown, 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 uses an IPS-driven, modern portfolio theory-based approach and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Lisa Patton is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2003 to 2016 and at Wells Fargo Clearing since 2016. Outside of her advisory role, she is a notary public in Danbury. 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Bartholomew Mikulski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Wells Fargo Home Mortgage and Lakeview Loan Servicing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Eric Sanchez is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and also works with Wells Fargo Bank NA. Outside of finance, he works as a customer service representative at Nordstrom Rack. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of investment vehicles including insurance-related products.

Sarvenaz Vahabzadeh is a financial advisor at Wells Fargo Clearing with one year of industry experience and holds a Series 66 designation. She has been with Wells Fargo Clearing since 2009. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Anthony Showich is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of finance, he owns a construction business specializing in new home construction. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jeffrey Cook is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Sioux Falls, SD, and has 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank. 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 options. The firm’s 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.

Jeffrey Woei is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Pasco County Schools Oversight Committee. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when advising clients.

Kim Abello is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and possessing six years of industry experience. She previously worked at Wells Fargo Bank, N.A. for 11 years. Outside of her advisory role, she serves as treasurer for the Drexel Arms Condominium Association in Lighthouse Point, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

John Puthenveetil is a financial advisor with Wells Fargo Clearing in Munster, IN, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory work, he serves as a trustee for a close family friend and holds power of attorney for his spouse in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Steven Ching is a CFP® with 15 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has held various roles within Wells Fargo-affiliated entities since 2012. Outside of his advisory work, he is involved in managing a family trust and has ownership interests in several real estate ventures. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tina Mehta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities, where she worked for six years, as well as three years at S&P Global. 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Chad Garr is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he holds a 50% ownership in KIOKE LLC, a company involved with farmland leased for grazing and farming. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Poletti is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Abdulrahaman Mohammed is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Wells Fargo Bank, USI Insurance Services, Mutual of America, Empower Financial Services, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of advisory roles, he has ongoing involvement with Instacart and Doordash. 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. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Traci Foster is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. 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.