Charles Reynolds is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Park City Ski & Snowboard, BioCoTech Americas Inc, CFGI Inc, and PricewaterhouseCoopers. Outside of finance, he serves as a part-time alpine coach for Park City Ski & Snowboard. 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 incorporates modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jenna Stiegelmeier is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2024. Prior to joining Wells Fargo, she held various roles outside the financial industry, including positions at Light of Christ Catholic Schools and the Family Wellness Center. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Harland Jacobs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 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, Jacobs serves as treasurer for Naples Ventures, Inc., a men’s social club involved in local charity activities, and is a board member of the Orchards Community Homeowners Association. 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 based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jason Knapp is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief 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 solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bernard Budd is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC and a long-standing association with Wachovia Bank, N.A. since 1999. 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 advisory process incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Amir Alishahi is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. His prior experience includes roles at J.P. Morgan Securities and Washington Mutual Bank/JPMorgan Chase Bank. Outside of finance, he provides in-home supportive services as a caretaker and is a silent partner in a UK-based software company. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Ryan Dutil is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, LPL Financial, and ABNB Federal Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Catalin Gard is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo in 2024, he was self-employed from 2008 to 2021 and has been involved with Gard Tennis LLC since 2021, where he provides tennis coaching. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, combining investment policy statement-driven advice with options that include insurance-related vehicles and bank deposit sweep programs.

Tyler Hochwalt is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he was self-employed running Tyler Hochwalt Tennis and played professional tennis from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting services 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.

Sara Gonzalez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of experience at the firm. She is based in Beverly Hills, CA. 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 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.

Horace Carryl Jr. is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. He has experience in various roles at Wells Fargo Bank, Footlocker Inc., Target Corporation, and BJ's Wholesale Club. 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.

Mitzi Maxey is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2000. 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 unique inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kent Schietinger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Private Bank, Morgan Stanley, and HighVista Strategies. He also worked at Beaver Creek Ski School in 2019. Wells Fargo Advisors is a national securities firm offering 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 with more than 14,000 advisors, providing brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Benjamin Bringolf is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2015 and has worked at Wells Fargo Bank since 2003. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Naila Ibrahim is a financial advisor with Wells Fargo Clearing based in Fairfax, VA. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Citizens Bank, as well as experience at Nizami Feeds (Pvt.) Limited. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors.

Janet Berardino is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2010. Outside of her advisory role, she provides personal assistant services through a separate business activity. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment selection, performance reporting, and participant education, with a broader financial product offering that includes insurance-related vehicles and bank deposit sweep options.

Rodrigo Leon is a financial advisor with Wells Fargo Clearing in Bakersfield, CA, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he is a California Notary Public. 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 approach is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Heather Shea is a financial advisor with Wells Fargo Clearing based in Spokane, WA. She holds Series 63 and Series 65 registrations and has 31 years of industry experience. Prior to her current role, she was with Wells Fargo Advisors LLC for three years. Wells Fargo Advisors is a national securities firm offering 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 with over 14,000 advisors and provides both brokerage and advisory solutions.

Jorge Herrera is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Valice Watters is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent 21 years at Wells Fargo Bank, NA. She is based in Charlotte, NC. 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 vehicles and bank deposit sweep options among its investment offerings.