Roger Mc Glynn is a Series 66-registered financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Financial Recruiters, LLC. Mc Glynn is based in New York, NY. 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 provides both brokerage and advisory solutions.

Drew Williams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, N.A. since 2017. Prior to his financial services career, he was employed at Applebee's for seven years. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Burnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He worked at UBS Financial Services from 2010 to 2017 before joining Wells Fargo Clearing, where he has been since 2017. Outside of his advisory role, Burnett is involved in multiple business ventures including ownership interests in real estate development and an assisted living facility. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Chelea Lawrence is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Benson is a financial advisor with Wells Fargo Clearing in Milton, GA, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Benson is also involved in managing a rental property jointly owned with his 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 variety of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bhawan Deep is a CFP® and Series 66-registered advisor with Wells Fargo Clearing, based in Tracy, CA. He has 18 years of industry experience, including roles at Wells Fargo Advisors, LLC from 2012 to 2016 before joining Wells Fargo Clearing in 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 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.

John Shaffer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Corpay and Wells Fargo Advisors. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Najla Arekat is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, she worked at BBVA affiliated firms including BBVA Wealth Solutions and BBVA Securities. Outside of her advisory role, she owns and operates a personal interior design business, DLA Design Concepts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Deanne Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at various Wells Fargo entities since 2014. Murphy serves as Treasurer and Finance Committee Member for The Friends of the Gardens on Spring Creek in Fort Collins, CO, where she manages financial oversight and reporting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a broad network of advisors.

Brandon Herring is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been associated with Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, 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 sources.

Abbidale Spencer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Wells Fargo in 2025, Spencer worked at J.P. Morgan Securities and Citigroup. Outside of advisory work, Spencer has been involved as a 50% owner and member of LLCs managing rental properties. 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 grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment offerings.

Michael Taylor is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Taylor serves as treasurer for the Jones at Whitaker HOA in Savannah, GA. 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 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.

Paul Walker is a financial advisor with Wells Fargo Clearing in Castle Rock, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 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 process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs alongside traditional investment vehicles.

Casey Ventrillo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations. Ventrillo 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 plans 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.

Ryan Burke is a financial advisor with Wells Fargo Clearing in Chesterbrook, PA. He holds the CFP® designation and securities licenses Series 63, 65, and 66, with four years of industry experience. Prior to his current role, he has been associated with Wells Fargo bank since 2005. Outside of his advisory work, he has majority ownership in a media company and is involved in several real estate ventures with his spouse. 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 broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Meine 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 at Wells Fargo Clearing since 2016, following seven years with 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 investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Berenice Garcia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she serves as treasurer for the Nipomo Youth Softball League. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in a modern portfolio theory approach and including a broad range of financial product options.

Robert Frazier Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Prudential Equity Group, LLC prior to his current role. He is based in Austin, TX. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Dewitt is a financial advisor with Wells Fargo Clearing based in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is involved in foster care through the Florida Department of Children and Families. 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 employs research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Chase Matesich is a financial advisor with Wells Fargo Clearing in New York, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc., Northwestern Mutual Investment Services LLC, AXA Advisors LLC, Equitable Advisors, and Merrill Lynch. 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 proprietary research with third-party analytics to support its investment strategies.