Lauren Richardson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee of her father’s trust. 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 offers both brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Elizabeth Olivera Gonzalez is a financial advisor with Wells Fargo Clearing in Winter Park, FL. She holds Series 63 and Series 66 licenses and has 13 years of industry experience. Since 2016, she has been associated with various Wells Fargo entities. Outside of her advisory role, she co-owns Gonzalez Legacy Corporation with her spouse. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to guide its investment approach, offering both brokerage and advisory solutions.

Todd Baird is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family trust and is a part owner of several investment-related LLCs. 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.

Matthew Waters is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Merrill. 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 analytics.

Schekeeb Sidiqi is a financial advisor at Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo, Sidiqi worked in real estate with TTR Sotheby's International Realty and BNI Realty. Outside of advisory work, Sidiqi teaches German at the German International School in Washington, DC. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brett Grimes is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 management guided by investment policy statements and modern portfolio theory. The firm’s services include investment searches, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Rachel Gomez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Aaron Thatcher is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing and its affiliated entity since 2011. Outside of his advisory role, he serves as a board member for the Hammond Pointe Homeowners Association in Taylors, SC. 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.

Keenan Levy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2018. Prior to his financial services career, he held roles in event operations and retail. 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 includes investment policy preparation, performance reporting, participant education, and fiduciary investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joanne Esfahani is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mark Pope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He is based in Boerne, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm’s approach includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Brian Witte is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo Bank. Outside of finance, he serves as a paralegal with the South Dakota National Guard. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by an IPS-driven process grounded in modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cynthia Picha is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as the administrator for her parents’ estates and holds an ownership interest in a family farm. 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 grounded in modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Sonja Darcangelo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as co-trustee for a family trust in Tucson, AZ. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Rickey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience before joining the field. His work history includes roles at U.S. Bank, Citizen's Equity First Credit Union, Vonachen, and Marco's Pizza. 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 offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Krista Moffatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she is involved in managing a rental property jointly owned with her spouse. 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 vehicles and bank deposit sweep options among its investment offerings.

Samuel Tucker is a financial advisor with Wells Fargo Clearing in Dothan, Alabama, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent six years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the Board of Trustees for Houston Academy, where he participates in strategic discussions and policy decisions. 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 a range of brokerage and advisory solutions leveraging research from Wells Fargo Investment Institute and employing diversification and modern portfolio theory in its investment evaluations.

Melissa Tabayoyong is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at 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 vehicles and bank deposit sweep options among its investment offerings.

Nolan Meeuwsen is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Natalie Baires is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2023. 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 databases.