Linda Handley is a financial advisor at Wells Fargo Clearing in Scottsdale, Arizona, with 35 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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, utilizing research from the Wells Fargo Investment Institute and third-party databases to evaluate investment options based on diversification and modern portfolio theory.

Chantell Amezcua is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. She also has a long tenure with Wells Fargo Bank, N.A., dating back to 1998. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, and participant education. The firm’s advisory approach 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.

James Rinella is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is the owner of Airliner, a bar and restaurant in Iowa City, IA. 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 grounded in modern portfolio theory, including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Felipe Francois is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank 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.

Michael Muller is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for his 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Portman is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 56 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. He serves as a board member of the Old Austin Neighborhood Association, focusing on neighborhood preservation. 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 combines research and analytics with diversified investment approaches and distributes financial products through affiliated bank and insurance entities.

Jeremy Lurier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Trejos Cantina and Urban Outfitters. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kim Fox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Elton Rodriguez is a financial advisor with Wells Fargo Clearing based in Janesville, WI. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he is a part-owner of Performance AI, a non-investment business, and passively owns a YouTube channel. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Shawn Manoukian is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2025, he worked at Fidelity Brokerage Services and The Vanguard 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 offers a combination of brokerage and advisory solutions supported by research and analytics.

Kevin Power is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 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 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sunil Parekh is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Garett Colatruglio is a CFP®-designated financial advisor with 10 years of industry experience, currently with Wells Fargo Clearing since 2019. He has prior experience at UBS Financial Services and Bank of America, including Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. 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.

Donald Ravens Miraglia is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property in St. Louis Park, Minnesota. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment 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.

Garry Pace is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Bank of America, and Merrill. He also holds a California law license but is currently non-practicing. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Hester is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 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. Outside of his advisory role, he is a notary public and holds an ownership interest in a storage business. 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. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a distinctive inclusion of insurance-related products and bank deposit sweep options among its investment menus.

James Burrows II is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his son. 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 approach 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.

Albert Dandrea Jr. is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes prior roles at Citigroup, LPL Financial, HSBC Securities (USA) Inc., and Capital One Financial Advisors LLC. Outside of his advisory work, he is involved in the food service industry as a restaurant consultant and partner in several related businesses. 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 utilizes research and analytics to guide investment selections and offers a broad range of brokerage and advisory solutions.

Robert Huskins is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds the Series 63 designation and has worked with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. 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.

Andrew Dickson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He previously worked for UBS Financial Services Inc. for nine years before joining Wells Fargo in 2025. He holds a Series 66 designation and is based in Bellevue, WA. 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.