Ryan Martin is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BBVA Wealth Solutions, and NYLife Securities. Outside of his advisory work, Martin has a 50% ownership interest in Walkabout Travel LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Luke Eubank is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation with one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Stepping Stones Advisory, and Shellback Capital. 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 set of financial product offerings than is typical for large institutional advisers.

Bruce Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he has a partial ownership in B. Davis Ventures LLC, an investment-related entity holding raw land. 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 incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mikki Kline is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a 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, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Cohen is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 registrations and four years of industry experience. His prior work includes roles at Trustmark Bank, American Pacific Mortgage, and Goldwater 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 databases.

William Squarciafico is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan Chase in various capacities. Outside of his advisory role, he serves as treasurer for a condominium association in East Lyme, CT. 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 that include insurance-related vehicles and bank deposit sweep programs.

Larry Dime is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. Outside of his advisory role, he co-owns a family rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven investment process includes both discretionary and non-discretionary services, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Robert Babich is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 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 options. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Robert Hanlon is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 credentials and bringing 44 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory 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.

Edward Cruz Ortiz is a financial advisor at Wells Fargo Clearing with over one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, nA and the Latino Community Credit Union, and has experience in the fitness industry with Lafitness. 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 uses research and analytics to support its diversified investment approach.

Brian Robison is a financial advisor at Wells Fargo Clearing in Ogden, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options that cover a broader range of financial products than typical large institutional advisers.

Jacob Zander is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has three years of industry experience. His prior experience includes roles at Fidelity Investments and the State of Utah. 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 and third-party sources.

Melanie Crawford is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 19 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options alongside traditional products.

Deanna Fonger is a Series 66 licensed advisor with Wells Fargo Clearing in Palm Beach, FL, where she has worked since 2006. She has 3 years of industry experience. Outside of her advisory role, she is a part owner of Coastal Karma Brewing LLC, a local brewery in Lake Park, FL, where she supports event operations on 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Straughn III is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2014, including two years at 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Nicole Meunier is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2009, working first with Wells Fargo Advisors LLC and then Wells Fargo Clearing. Outside of her advisory role, she owns and operates Nina Belle, LLC, a separate business based in New Orleans. 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 includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Myron Hicks is a CFP®-certified financial advisor with 34 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 his advisory role, Hicks holds ownership interests in several local Tucson businesses, including Tucson Screamers LLC and The Slaughterhouse DBA Biocare Global, where he is involved in fundraising, marketing, and consulting activities. 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.

Bryan Hendricks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 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 IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Nicholas Grimm is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2017. 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. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.