Matthew Sotland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Advisors LLC and UBS Wealth Management. He holds a minority ownership in a commercial rental property holding company in Williamsville, NY. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Ric Edgmon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 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.

Natalie Nielson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. In addition to her advisory roles, she has been involved with Realty Executives Nevada's Choice since 2005. 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 services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Jeremy Pace is a financial advisor with Wells Fargo Clearing in Daphne, AL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, Pace owns Accurain Irrigation, LLC, a non-investment business based in Mobile, AL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory and discretionary options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robert (Ernie) Meyers is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo in various capacities since 2009. He serves as a trustee for his spouse’s trust. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mai Lee is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations with 23 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Mai worked at LPL Financial for seven years and held positions at BB&T Investments and BB&T Securities. 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 broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Cory Massey is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Wells Fargo, Massey worked at Stephens Inc for 18 years and held roles at Cadence Bank and the Texas Department of Savings and Mortgage Lending. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Christine Stelmack is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as secretary-treasurer of the Annunciation Greek Orthodox Church in Wilkes-Barre, PA. 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 services grounded in modern portfolio theory. The firm serves institutional clients with an IPS-driven process and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Spencer Crocco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Wells Fargo Bank, Kohls, and Zions Bancorporation. 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 through a large network of over 14,000 financial advisors.

Kevin Sheerin Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2021, he held roles at Big Geyser Inc and Roar Beverages 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 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.

Georgeanne Moss is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as a power of attorney for her mother. 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 process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jason Lewis is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with five years of industry experience. His work history includes roles at Wells Fargo Clearing and Citi Bank, as well as positions outside the financial sector. 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 and analytics.

Varun Soondar is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing in 2025, he worked at Morgan Stanley from 2023 to 2025 and JP Morgan Securities LLC from 2016 to 2023. 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.

Brian Amirian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, Amirian has been involved with Westlake Brewing & Libations since 2018. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Adams is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a durable power of attorney for his mother in Bloomington, IL. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Rodney Nalle is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Leader One Financial Services and Loan Depo, LLC. 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 incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Jennifer Drahos is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Bank since 2002 and has worked at Wells Fargo Clearing Services since 2021. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Watts is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to this, he was involved with Traverse City Whiskey Co. from 2015 to 2018. 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 IPS-driven advisory approach incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Erik Shifflett is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for a friend and co-worker in Lebanon, Ohio. 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 a range of investment products, including insurance-related vehicles and bank deposit sweep options.

Edward Purvis is a CFP® with 45 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He 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 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.