Ashley Williams is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she works as a grocery shopper and delivery driver for Instacart and Spark. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jane Chen is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2017, following a 14-year tenure at Scottrade, Inc. 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.

Terry Sandercock is a financial advisor with Wells Fargo Clearing in Coopersburg, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously 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 options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Nattalie Villarreal is a financial advisor with Wells Fargo Clearing in Temecula, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, U.S. Bancorp Investments, Inc., and an earlier tenure at Wells Fargo Clearing. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing 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.

James Pepe is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and continued at 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 through over 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

Gerald Creem is a CFA® charterholder with 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in Creem Brothers Investments LLP, where he advises and discusses investments with his partner. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Curtis Hintzman is a CFP® with 32 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Blaine, MN. 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.

Adam Dintelman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing, he completed an internship at Northwestern Mutual. He also has work experience in the food service industry and participated in collegiate baseball at the University of Missouri-Columbia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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 supported by research and analytics from Wells Fargo Investment Institute and other sources.

Jonathan Joplin is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a web development business focused on small businesses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Scarff is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Ameriprise Financial Services. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Connor Chapais is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory role, he serves as a power of attorney for his mother, assisting with her investments. 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 combines research and analytics with both brokerage and advisory solutions.

Gabriela Payot Borges is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2017, she worked at Citigroup from 2016 to 2018. 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.

Peter Snyder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 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 Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Sharon Apol is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously at Fifth Third Securities from 2010 to 2021. 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 notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Chia Wei Liu is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His career includes roles at various Wells Fargo entities since 2017 and a prior position at Safeway. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through more than 14,000 advisors.

Eric Behr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, where he spent a combined 16 years. Outside of finance, he is involved in music production through a joint ownership of Wildmare Productions LLC. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Darrell Pitts is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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, incorporates modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Shawn Bowen is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Devangee Shah is a Series 66-licensed financial advisor with Wells Fargo Clearing in Allentown, PA, and has 18 years of industry experience. She has been with Wells Fargo-affiliated firms since 2009, including Wells Fargo Advisors LLC prior to her current role. 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.

William Sullivan is a financial advisor with Wells Fargo Clearing in Hickory, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA, where he has worked for over two decades. Outside of his advisory work, he is involved as a landlord in a rental property business in Lenoir, NC. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary solutions. The firm’s investment approach is driven by investment policy statements and modern portfolio theory, with a broad offering that includes insurance-related vehicles and bank deposit sweep options.