Margaret Luedloff is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at RBC Capital Markets from 2020 to 2025. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Zorn is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and 38 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Ameriprise Financial Services from 2014 to 2025. He also holds a California real estate broker license. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Aron Castrejon is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Charles Schwab and the University of Colorado, Denver. 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 with more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Stephen Taylor I is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BancWest Investment Services for 20 years and LPL Financial for one year. Outside of his advisory work, he has a 50% ownership in a rental property in Cameron Park, California. 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 guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Terrance Feeney is a CFP® with 41 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he owns and operates Terry Feeney Fine Art, a business focused on selling fine art. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Hsiao is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016, with an ongoing affiliation with Wells Fargo Bank, N.A. since 2009. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

David Moran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2024. Outside of his advisory role, Moran has a partial ownership in two sports-related businesses focused on indoor pickleball and pickleball paddle promotion. 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 grounded in modern portfolio theory. The firm includes insurance-related investment options and bank deposit sweep programs as part of its broader financial product offerings.

Frances Hamrick is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she has ownership in a family real estate holding company. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Kimberly Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She serves on the finance committee of the Child Parent Institute in Santa Rosa, CA. 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Riemer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Empire Golf Inc. Outside of his advisory work, he has ownership interest in a residential rental property with his spouse. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

David Simon is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with 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 process is IPS-driven and incorporates modern portfolio theory, with a wider range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Michael Jones is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 registrations. His career includes roles at Wachovia Bank, N.A. since 2009 and Wells Fargo Advisors LLC from 2009 to 2016. 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 offers both brokerage and advisory solutions.

Brett Poling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ADP and Wells Fargo Advisors. He has also been involved with OxyFit Gym and Moravian University during earlier stages of his career. 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 variety of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Fuchs is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding a Series 66 designation and nine years of industry experience. He has worked with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. 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 menu.

Jeremy Maurer is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with Wells Fargo in various capacities since 2008, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. 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 provides both brokerage and advisory solutions.

Ellen Neumark is a CFP®-certified financial advisor with 41 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. 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, such as insurance-related vehicles and bank deposit sweep programs.

James Chapman is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones and Pioneer Natural Resource USA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Kennith Bunis is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 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 and offers both brokerage and advisory solutions.

Kimberly Grant is an advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has experience with Wells Fargo Bank, N.A. since 2015 and joined Wells Fargo Clearing in 2025. Grant previously worked at Molak Corporation in 2019. 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 supports over 14,000 financial advisors with both brokerage and advisory solutions.

Richard Rousseau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.