Kevin Pierce is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services LLC and KeyBank prior to his current role. 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 integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Charles Nelson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he has ownership in Noslen Group LLC, involved in investment-related activities. 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 approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mandeep Randhawa is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley and 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 advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Durrill is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 65 and Series 63 designations and has been with Wells Fargo Clearing since 2016, following seven 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 roughly $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.

Nicholas Roberts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and its related entities for over a decade before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Aparna Srikanth is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at Wells Fargo Bank, N.A. Prior to her advisory career, she was a homemaker for eleven years. Outside of her advisory work, she manages a rental property in San Jose, CA. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Eric Runyon is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase, Prudential, Northwestern Mutual, and New York Life. Outside of his advisory work, he serves as a volunteer board member for the San Diego Rancho La Cresta Homeowners Association. 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 offers both brokerage and advisory solutions, managing roughly $671 billion in assets through more than 14,000 financial advisors.

Jennifer Painter is a financial advisor with Wells Fargo Clearing in Baytown, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she provides housekeeping services for her parents. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Adam Bakhash is a financial advisor with Wells Fargo Clearing in Beverly Hills, CA, holding Series 65 and Series 63 designations and five years of industry experience. He has worked previously at Wilmington Trust Company, Boston Private Wealth LLC, and Boston Private Bank & Trust Company. Outside of his advisory role, he has a minor ownership interest in a consulting business related to phycology practice. 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.

Ernesto Saenz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, Saenz is involved in managing rental property investments. 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 and bank deposit sweep options among its investment offerings.

Kevin Martin is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Krista Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009, with a brief period of self-employment in 2020. Brown serves as an advisory board member for a merchant cash advance company. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, supported by extensive research and a range of brokerage and advisory solutions.

Michael Juenger is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at First Clearing, LLC since 2014. Outside of his advisory role, he is a sales representative for health food products and serves as a team manager for the Gateway Rush Soccer Club. 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 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.

John Kelly is a financial advisor with Wells Fargo Clearing in San Francisco, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a scoreboard operator for the Golden State Warriors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy preparation, searches, recommendations, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Jonathan Wang is a CFP® with 13 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, Equitable Advisors, and J P Turner & Company Capital Management. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Jason Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank. Outside of his advisory role, he has ownership in a personal trading LLC alongside his involvement in Ryder Properties, LLC. 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 grounded in an IPS-driven process and modern portfolio theory. The firm’s approach includes a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Blanca Rivera is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with 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, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Edward Sickel IV is a financial advisor at Wells Fargo Clearing with 31 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. 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 grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Steven Olson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has over 29 years of experience in the financial industry, including 19 years at J.P. Morgan and more than eight years with Wells Fargo Clearing 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Terry Hindle is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 35 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 coaches baseball at Cornerstone Middle School and owns Alpha Standard Baseball LLC, providing coaching and instruction. 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 approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.