Nicholas Manna is a Series 66 licensed advisor with Wells Fargo Clearing in West Des Moines, IA, and has one year of industry experience. His work history includes roles at Wells Fargo Bank, Bank of America, Merrill, and Wells Fargo Home 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 supported by research from Wells Fargo Investment Institute.

Marcus Mouro is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2021 to 2025. Outside of his advisory role, he is involved in buying and selling sports memorabilia through a personal business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Billy Stigall is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Scottsdale, AZ. He has 41 years of industry experience, including over a decade with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

William Bandel is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 51 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. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Brett Piper is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he acts as a co-power of attorney for a parent. 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.

Eduardo Arzola is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA, where he spent over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Gregory Beck is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. He worked at TIAA and TIAA-CREF from 2014 to 2022 before joining Wells Fargo Clearing in 2022. 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 advice. The firm’s 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.

Wilson Ma is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Ma serves as a caregiver, providing cooking and cleaning assistance for his ill mother. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, employing an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, participant education, and plan benchmarking.

Jennifer Zanfardino is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and was previously with Morgan Stanley Wealth Management from 2018 to 2019. 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 broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Lee Hernquist is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Strauss is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 options alongside traditional products.

Ashkahn Moayedi is a financial advisor with Wells Fargo Clearing in Danville, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. 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 services. The firm’s approach is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Bruce Brown is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Outside of his advisory role, he serves as co-trustee for a family trust. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Westfall is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following three years at WELLS FARGO Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Ted Smola is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 34 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. 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.

Mark James is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at JP Morgan Chase Bank N.A. and Wells Fargo Advisors. Outside of finance, he owns and operates RetroTrips, a business focused on toy, hobby, and tabletop game sales. 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 modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Deborah Kendrick is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2010 to 2016. 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 services. 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.

Shane Breen is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked in the funeral home industry at Bailey Funeral Home, D'Esopo Funeral Chapels, and Hoyt Funeral Home. He holds a Series 66 designation. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Eric Kincade is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Randall Logan is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Candy Properties, LLC, a non-investment business. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.