Charles Gorman is a financial advisor with Wells Fargo Clearing who holds the Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Financial Life Insurance, and service as an infantryman in the Georgia Army National Guard. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a focus on research-driven, diversified investment approaches.

Robert Hill is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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.

Jeriah Williams is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services LLC since 2014. Outside of his advisory role, he serves as treasurer for the Church of God in Christ, Congregational YPWW Department in East St. Louis, IL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings, serving institutional clients with tailored plan-level investment solutions.

Jacob Benson is a CFP® professional with three years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Parcion Private Wealth, Corient Services, and Columbia Pacific Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources with diversification principles and modern portfolio theory to evaluate investment options.

Frank Mccabe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. He is based in Barrington, IL. 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 from Wells Fargo Investment Institute.

Malinda Martin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. She is based in El Paso, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. 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.

Ryan Ashton is a financial advisor with Wells Fargo Clearing based in Carlsbad, CA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank from 2015 to 2019. Outside of his advisory role, he owns and manages several restaurant-related businesses in California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Scott Sinclair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he is co-owner of Sinclair Sunwear, a family business specializing in hats and sales. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Charu Yadav is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing, Yadav held roles at Wells Fargo Bank, N.A., Nizari PFCU, and the YMCA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services and retirement plan consulting supported by research from Wells Fargo Investment Institute and third-party sources.

Sarah Pendleton is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Wells Fargo Clearing Services LLC since 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Silvia Lopez Genovez is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wachovia Bank, N.A. since 2007 and has been with Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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.

Melanie Winkle is a Series 66-registered financial advisor at Wells Fargo Clearing with four years of industry experience. She previously worked at Barings and TIAA before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 data.

Kyle Farley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior experience includes roles at GWN Securities, KADES-MARGOLIS, and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeffrey Sloan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. 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 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.

Thomas Mohr is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Desiree Bunch is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns two businesses focused on residential solar system design and architecture with her 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 services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Leah Flores is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 25 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.

Brett Robinson is a financial advisor with Wells Fargo Clearing in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, he worked at Equitable Advisors, LLC and has a diverse background that includes roles in marketing and corporate settings at firms such as Leo Burnett and Fiat Chrysler Automobiles. 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 from the Wells Fargo Investment Institute.

Heather Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she manages a rental property in League City, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Podber is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 40 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 role, he owns CAB CONNECT, a service aimed at connecting travelers to share cab fees. 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 uses modern portfolio theory and includes a wide range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.