Frank Hellriegel is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked with firms including PNC Investments and Morgan Stanley Dw Inc. He has been associated with Wells Fargo Clearing in two separate periods totaling 12 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Ullrich is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes 17 years at Fidelity Investments and a year at AW Securities prior to joining Wells Fargo Clearing in 2025. 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.

Marjan Hossein Tehrani is a financial advisor at Wells Fargo Clearing with a Series 63 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Wells Fargo 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Tayte Irvine is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. Outside of finance, he has experience with non-financial organizations such as Auburn University and Sea Bright Lawn Tennis and Cricket Club. 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 and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Debbie Alexander is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. 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 approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Jairo Silva is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and multiple divisions within Wells Fargo. 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 a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Katie Merritt is a financial advisor with Wells Fargo Clearing in Minneapolis, Minnesota. She holds Series 65 and Series 63 licenses and has been in the financial services industry since 2016, with prior experience at First American Title Insurance Company and Wells Fargo 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, leveraging research and analytics to provide diversified investment options within available plan platforms.

Miguel Zayas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Arturo Miranda is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, and Wells Fargo. 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.

Deanna Wetherington is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Greenville, NC, and has six years of industry experience. She previously worked at Branch Banking and Trust from 2015 to 2019 before joining Wells Fargo Clearing. 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 grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Cosette Cole is a Series 66-licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, and has 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2007 to 2016. Outside of advising, she is the registered agent for Rocky Mountain Burger Bus LLC in Ogden, UT. 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 backed by research from Wells Fargo Investment Institute and third-party analytics.

Navid Tofigh is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank and affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer of the Woman Life Freedom NYC Foundation. 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 investment process includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Karen Warde is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 20 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 both brokerage and advisory solutions.

Leo Lauterbach is a financial advisor with Wells Fargo Clearing in Mason, Ohio, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Stacey Polevoy is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2026, respectively, and previously operated Stopwatch Espresso, Inc. from 2018 to 2023. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Whiteside is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 46 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 investment advisory services. The firm’s approach 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.

Maksim Kovachev is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and 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 includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Adam Janowitz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney LLC and Artemis Real Estate Partners. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Arshan Abid is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked primarily with Wells Fargo entities since 2015, including a two-year tenure at The Vanguard Group. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven, grounded in modern portfolio theory, and offers both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Kelton Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and entry-level industry experience. He has been with Wells Fargo Clearing since 2025. Prior to this, he studied at Arizona State University and worked at Discount Tire. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.