Shahram Kahusi is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. His career includes roles at Wells Fargo Bank and KeyBank, as well as seven years of self-employment prior to joining Wells Fargo. 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. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Allison Ryan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is the Investment Committee Chairperson for the Vetrans Transition Center in Marina, CA. 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 approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Phuong Loan Vu is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she is the owner of LVPT Investments LLC, an investment-related business focused on real estate in Philadelphia. 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, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Garrett is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 66, Series 63, and Series 65 licenses. He has 13 years of industry experience, including prior roles at 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a broad range of financial products and services.

Priyank Rana is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Wells Fargo and Bank of America in various capacities since 2014. Outside of his advisory role, he owns NP Creations LLC, a photography and photobooth business he operates on nights and weekends. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Morgan Webber is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with 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 broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Gregory Liguori is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, LLC. 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 and third-party sources.

Rebecca Griffin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill Lynch for four years before joining Wells Fargo Clearing in 2020. 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.

James Radovich is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Andreas Laplant is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and five years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2021, following roles at Us Tech Solutions and Times Ticking. 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 with an investment approach grounded in diversification and modern portfolio theory.

Luanne Veitch is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds a Series 63 designation and has one year of industry experience. Prior to her current role, she worked at Compass Group - Morrison Healthcare, Avonti Arabians, and Starbucks Coffee Company. 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 in its investment menus.

Duane Perry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of finance, he works as an ice skating and hockey instructor and coach in Morristown, NJ. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions across a large network of more than 14,000 financial advisors.

Michael Carmona is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 66, Series 65, and Series 63 licenses and two years of industry experience. His prior work includes positions at Wells Fargo Bank, NA and Trusted Healthcare Solutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Ewings is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2011. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Belina Dustin is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, N.A. from 2022. 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.

Meenu Sharma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her career includes roles at Wells Fargo Bank, Santander Bank, and HD Vest Investment 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

John Shultz is a financial advisor at Wells Fargo Clearing in Philadelphia, PA. He holds a Series 63 designation and has been with Wells Fargo Bank, N.A. since 2011 and Wells Fargo Clearing since 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 provides both brokerage and advisory solutions.

Milton Vrionis II is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing Services, LLC. since 2019 and previously worked at Saint Mary's College of California and De La Salle High School. 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 incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Joseph Noel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following prior roles at Rhodes 101 Stops and Southeast Missouri State University. 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 approximately $671 billion in assets through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Rachel Hodges is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and previously worked in roles at Travis Mathew, Lucky Brand Jeans, the New York Yankees, and Abercrombie & Fitch. 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 supported by research from Wells Fargo Investment Institute.