Andrea Saunders is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. She holds the Series 66 designation. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kelly Stobb is a CFP® and ChFC® with five years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Private Wealth Asset Management, US Bank Wealth Management, and Transamerica Life Insurance. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.

Francesco Zappoli is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked primarily with Key Investment Services and Wells Fargo Clearing throughout his career. 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 broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Linda Sirois is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. 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.

Michelle Hoff is a financial advisor with Wells Fargo Clearing in Elizabeth City, NC, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Chase Investment Services Corp. 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 supported by research and analytics.

Mikel Trapp Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His career includes roles at Wells Fargo Bank, SoFi Securities, Bank of America, Merrill, and Fidelity Brokerage Services. 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 through a network of more than 14,000 financial advisors and employs research-driven investment evaluation based on diversification principles and modern portfolio theory.

Hanah Rumpler is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, she worked in education and currently assists with bookkeeping for Food Directions, a food policy consulting company. 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 grounded in modern portfolio theory.

Charles Hutchinson is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 credential and 28 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 finance, he has a background as an actor, though this activity is no longer active. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Emily Scates is an advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials. She has one year of industry experience and has previously worked in the hospitality sector, including roles at San Juan Island Brewery and Mount Bakery Cafe. 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.

David Fehrle is a financial advisor with Wells Fargo Clearing in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 34 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 a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven, tailored to plan objectives and risk tolerances, and includes both non-discretionary and discretionary services as an ERISA fiduciary.

James Dwyer is a CFP® professional affiliated with Wells Fargo Clearing in Valencia, CA, with 22 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 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cody Huckins is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 license, with three years of industry experience. His prior work includes roles at NYLife Securities LLC and Allstate 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 supported by research from Wells Fargo Investment Institute.

Lori Pettyjohn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, she serves as a power of attorney for her mother, managing investment-related matters. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brook Hutson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Bank NA since 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 supported by research from the Wells Fargo Investment Institute.

Melissa Durante is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. She has worked within various Wells Fargo entities since 2007, including Wells Fargo Bank, N.A. and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for a family trust. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Deion Whittington is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior employment includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and Morgan Stanley. Outside of finance, he has been involved with entrepreneurial ventures including Benton Block Recordz LLC and Road Warrior Enterprise. 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to manage approximately $671 billion in assets.

Blake Cullen is a financial advisor with Wells Fargo Clearing in Madison, WI, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at OSAIC Wealth, Bank of America, Merrill, and Fidelity Brokerage Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and an IPS-driven advisory process. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Joshua Webb is a financial advisor with Wells Fargo Clearing in Blacksburg, VA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a prior role at WELLS FARGO Advisors, LLC. Outside of his advisory work, Webb serves as treasurer for Habitat for Humanity of the New River Valley. 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 modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alison Lehman is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. She is based in Dublin, Ohio. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Luke Houck is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Morgan Stanley for eight years and has additional experience at Jackson National Life and Jackson National Life Distributors. Outside of his advisory role, he is involved in food and grocery delivery services as a contractor for companies including DoorDash, InstaCart, Spark Driver, and Uber Eats. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.