Erich Pickelhaupt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 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 NA. 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 solutions. 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.

Christopher Ross is a financial advisor with Wells Fargo Clearing in Atlanta, GA. He holds the Series 66 designation and has over 20 years of industry experience, including long-term tenure at Wells Fargo Bank and prior roles at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

James Monroe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 42 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. Outside of his advisory role, Monroe owns a rental property in Placerville, California. 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 options. The firm’s 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.

Melanie Bray is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked within Wells Fargo affiliates since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 solutions. The firm’s 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.

Barbara Gapinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent two years with UBS Financial Services. 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.

James Robustelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services, LLC, Robert Half, ProPark, and the University of Central Florida. 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.

Steven Heslinga is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2014 to 2016. 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 offerings.

David Jones is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Clearing since 2020, with a one-year tenure at CapFinancial Securities LLC in between. Prior to his advisory career, he was involved with Seaboard Brewing Company for six years. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Lisette Gonzalez is a Series 66-registered financial advisor with Wells Fargo Clearing in Aventura, FL, bringing five years of industry experience. Her career includes multiple roles within Wells Fargo entities and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Tara Pinckney is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in various activities including driving for Lyft, art consulting, and customer service work. 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 process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

William Jenkins III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 23 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. Outside of his advisory role, he serves as a power of attorney for a family member. 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.

Marcy Vaughan is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Raymond James Financial Services and Morgan Stanley. Vaughan holds an Arizona real estate license, maintained for continuing education purposes. 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 solutions. The firm’s approach 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.

Alberto Padilla Jr. is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Wells Fargo Bank, NA since 2022 and previously held positions at Lincoln Heritage Insurance Company and Genmark Diagnostics. Outside of his advisory role, he created and managed TikTok video content. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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 supported by research and analytics.

Aidan Mccarthy is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Resource International Inc. Outside of finance, he has experience working at Diamond Peak Ski Resort. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

Kimberly Warner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 1995 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 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.

David Prizzia is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual, and Deutsche Bank. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to inform investment decisions.

Nicolas Boudewyns is a CFP®-designated financial advisor with 18 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. Outside of his advisory work, he is connected to a personal beauty services business owned by his spouse. 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 products and bank deposit sweep options among its investment offerings.

Timothy Haas is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2017, following a seven-year tenure at U.S. Bancorp Investments. 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.

William Pike is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill. He serves as a standing advisory committee member for the North Carolina Marine Fisheries Commission. 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 broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Matthew Ferris is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, ALDI Inc., Altria, and the University of Wisconsin-Madison. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 data.