Vicky Do 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, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jay Richman is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm operates with more than 14,000 advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Nicholas Bock is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 31 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. 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 IPS-driven process incorporates modern portfolio theory and includes unique offerings such as insurance-related vehicles and bank deposit sweep options.

Ricardo Popovsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at UBS Financial Services for 19 years prior to joining Wells Fargo in 2020. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Matthew Healy is a financial advisor at Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 66 licenses with 35 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. 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’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment products such as group annuity contracts and bank deposit sweep options.

Garima Dembla is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank, First Command Advisory Services, and 4c Financial Group. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Ronald Hidayat is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 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 work, he coaches tennis for the City of Temecula Community Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Michael Lupia is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Chase Investment Services Corp. Outside of his advisory role, he is involved as an owner in an investment-related real estate business. 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.

Michael Mohaghegh is a financial advisor with Wells Fargo Clearing in San Francisco, holding Series 63 and Series 65 designations and bringing 33 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. Outside of his advisory role, he volunteers with the Foundation for Financial Planning, assisting individuals in financial hardship by explaining financial aid and unemployment benefits. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Melissa Shockley is a financial advisor with Wells Fargo Clearing in McAllen, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she serves as treasurer for Scouting America, an organization for children. 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 both brokerage and advisory solutions.

Amy Clouser is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously held positions at Great Western Bank and Raymond James Financial Services. She is based in Sioux Falls, SD. 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 sources.

Mark Sullivan is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he operates a family-owned purebred cattle business, Black Hills Herefords, in Olympia, WA. 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 such as insurance-related vehicles and bank deposit sweep options.

Michael Olsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2016. Outside of his advisory role, he owns and operates a business specializing in outdoor residential irrigation repair and maintenance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets.

Loran Meehan is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC since 2019 and Morgan Stanley since 2014. 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 broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jesus Contreras is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and concurrently at Wells Fargo Bank, N.A. since 2020. Prior to his financial services career, he held roles at The Daily Cafe in the Pearl, Atlantic Forest Products, Sherwood Lumber, and Pacific University. 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 advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while providing a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Jazmin Soriano is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, nA since 2018. Her prior roles include positions at click away verizon and metro Pcs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

David Cuellar is a CFP® professional with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, Cuellar writes children's books and teaches financial strategies for retirement at De Anza College, Canada College, and the College of San Mateo. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Karen Lewis is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and holds power of attorney for her mother. 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 range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Donald Davenport is a financial advisor with Wells Fargo Clearing, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 15 years with Wells Fargo Insurance Services Investment Advisors, Inc. and Wells Fargo Insurance Services USA, Inc. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Sherri Finney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked with various Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven investment process incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.