Zachary Harless is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Wells Fargo since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment approach.

Donna Phelan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a self-employed author and a teacher at the Redondo Beach Center for Spiritual Living, where she leads a course on women, money, and prosperity. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jemel Lewis is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Thrivent Financial, and Bankers Life. Lewis served in the Army National Guard from 2014 to 2020. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amy Roof is a CFP® professional with 15 years of industry experience, currently advising at Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of her advisory role, she is involved in managing rental properties alongside her spouse. 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 the Wells Fargo Investment Institute.

Malphus Gaines is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of his advisory role, he is an owner of a rental property in Greensboro, NC. 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 IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christie Jones Popour is a CFP® professional with 24 years of industry experience, currently advising clients at Wells Fargo Clearing since 2016. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Outside of finance, she is involved in modeling and acting with a Scottsdale-based agency. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm leverages research from Wells Fargo Investment Institute and third-party sources to support its investment approach, while offering both brokerage and advisory solutions through a large network of financial advisors.

Tomislav Weigand is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Scott Richardson is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Savannah, GA, and has 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 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.

Scott Stoneking is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013, including roles at Wells Fargo Advisors 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Syed Rizvi is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Hynes is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2024, and previously worked at CUSO Financial Services and Edward Jones. 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 operates at scale with over $671 billion in assets under management and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Sean Gauss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Merrill. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ryan Mills is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and associated with Wells Fargo Bank, NA since 2013. 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, incorporating a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Kevin Loberg is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an adjunct professor at Creighton University. 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 includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tony Harutyunian is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he provides in-home supportive care for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

Mariano Sanchez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two 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 process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

David Tranum is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes a brief tenure at Wells Fargo Advisors, LLC. Outside of financial advising, he works as a flight instructor with Colorado Highland Helicopters and Red Dawn Aviation, both based in Durango, CO. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages extensive assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Roger Crowe Jr. is a financial advisor with Wells Fargo Clearing in Reno, NV. He holds Series 65 and Series 63 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025, respectively, following a 20-year career at SaveMart. He has no prior industry experience before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ashley Cahill is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. She is a co-owner of Cahill CRE, LLC, a non-investment-related business based in Seattle. 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 in its investment menus.

Shelley Sedor is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.