Philip Weber Jr. is a financial advisor with Wells Fargo Clearing in San Diego, CA, 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 2013 to 2016. Outside of his advisory role, he serves as a trustee for his deceased father-in-law’s estate and is the assistant treasurer of the Hyannis Rotary Club, where he assists with community service activities. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jeffrey Thiele is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 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, he serves as a power of attorney assisting 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Dan Aldrich is a financial advisor with Wells Fargo Clearing based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for six and nine years respectively, and spent two years at Echo Global Logistics. 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 and offers both brokerage and advisory solutions, using research from Wells Fargo Investment Institute and third-party sources to guide portfolio construction.

Sean Kiltau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 31 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. Outside of his advisory work, he serves as Vice President of the Catalina Lakes Homeowners Association, where he runs the landscaping committee and meetings in the president’s absence. 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.

Cory Fitzhugh is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing, Bank of America, Merrill, 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 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.

Jordan Barck is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Equitable Advisors, Carolina Capital Management, and Wells Fargo Advisors. 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 solutions based on research from Wells Fargo Investment Institute and third-party sources.

Roderick Agard is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked from 2015 to 2023. 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.

Jonathen Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has previously worked at firms including Morgan Stanley, Edward Jones, and Truist Advisory 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Richard Ruffino is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 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 work, he is a co-owner of an online apparel company. 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.

John Lillywhite is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the City of Martinsville Board of Works and Safety and the Washington Township Advisory Board, and he operates a cruise and vacation planning business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related investment options.

Alec Bentman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked with firms including Hennion & Walsh, Inc., EQUITABLE ADVISORS LLC, and AXA Advisors, LLC. His background also includes roles outside financial services, such as positions at University of Central Florida and Office Depot. 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 the Wells Fargo Investment Institute and third-party data.

Jenna Adams is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2015. Outside of her advisory role, she co-owns a rental property in Massapequa, NY. 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, such as insurance-related vehicles and bank deposit sweep options.

David Kakuda is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 30 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 plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Arnaldo Zelada is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and previously worked at Citizens Bank from 2016 to 2021. Outside of his advisory role, he works as an Uber driver in Stamford, CT. 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 through more than 14,000 advisors and combines research and analytics with diversification principles to support its investment approach.

Lowell Serhus is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Cantor Fitzgerald Wealth Partners and various positions within Wells Fargo Bank and Wells Fargo Clearing. 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 and analytics grounded in diversification principles and modern portfolio theory.

James Merritt is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for five years before joining Wells Fargo Clearing in 2020. Outside of his advisory work, he coaches soccer at American Heritage School in Del Ray Beach. 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 approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Meagan Daniels is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at First Command Insurance Services and First Command Brokerage Services. 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 based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Arman Harutyunyan is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Outside of advisory work, he is a caregiver for In-Home Supportive Services. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mary Sterbutzel is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, incorporating a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Thomas Poindexter Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a notary public in Louisiana and is a co-executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, using an IPS-driven approach grounded in modern portfolio theory.