Alex Deaner is a financial advisor with Wells Fargo Clearing in Winter Park, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and related entities for two years. Outside of his advisory role, he bartends on weekends at the Dante Club Event Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, operating with a large network of advisors and offering both brokerage and advisory solutions.

Richard White is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2017, following a 12-year tenure at Edward Jones. Outside of his advisory role, he has ownership interest in Chesapeake Energy related to mineral rights. 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 in-house research and third-party analytics to support a range of brokerage and advisory solutions.

Thomas Boyd is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel for 11 years before joining Wells Fargo in 2018. Outside of his advisory role, he serves as a basketball referee in New Providence, NJ. 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 approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jesse Riley is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 65 credentials. He has one year of industry experience and has been with Wells Fargo Bank and its affiliates since 2012. 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 IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Stephanie Johnson is a financial advisor at Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 66 credentials with 30 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. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services and financial planning, employing research and analytics to support portfolio construction and offering brokerage and advisory solutions at scale.

Sabrina Anderson is a financial advisor with Wells Fargo Clearing in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank and Wells Fargo Advisors. Her spouse owns a separate business, ANDERSON GT, LLC, for which she serves as a check signer. 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 modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

Stanley Janowiak is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated private banks from 2009 to 2023 before joining Wells Fargo Clearing. 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 broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Samuel Edwards is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding Series 63 and Series 65 credentials and bringing 29 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, serving plan sponsors with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Squellati is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo in 2026. He holds Series 63 and Series 65 designations. 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 operates on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Dominique Donovan is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing and its affiliated entities since 2011. Outside of her advisory role, she serves as co-trustee of a family revocable trust, assisting with day-to-day financial matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stanley Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at RBC Capital Markets, LLC for six years and Morgan Stanley for seven years. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Anthony Terminello is a financial advisor with Wells Fargo Clearing in Aventura, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both nondiscretionary and discretionary services. Their 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 their investment offerings.

Virgil Rosser IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously 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 centered on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Allison Schwarz is a Certified Financial Planner (CFP®) with five years of industry experience. She is currently with Wells Fargo Clearing and previously worked at Russell Investments Implementation Services, LLC and Penserra Securities. 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 utilizing research from Wells Fargo Investment Institute and third-party sources.

Roderick Fox is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2010 and a brief tenure at J.P. Morgan Securities LLC and J.P. Morgan Chase 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Silverstone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 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 power of attorney for his father. 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 investment options and bank deposit sweep programs.

Wendel Young is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo and Truist in various capacities since 2009. Outside of his advisory role, he serves as a trustee for a family trust with involvement in real estate management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Hunter Fleming III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside his advisory role, he is involved in farming operations through Fleming Farms. 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 the Wells Fargo Investment Institute with third-party data and applies diversification principles and modern portfolio theory in its investment approach.

Audrey Brownmiller is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Michael Vincent is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors 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 options. 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.