John Mitchell is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader range of financial products than typical institutional advisers.

Kenneth Houck Jr. is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he manages a private investment entity, Black Cherokee Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, plan benchmarking, and participant education, with an advisory process grounded in modern portfolio theory and tailored to client objectives.

Deborah Foust is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors and over two decades at Wells Fargo Bank. 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.

Julie Russ is a financial advisor with Wells Fargo Clearing in Flint, Michigan, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as a notary public and acts as a personal representative for her domestic partner's estate. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Marika Husovsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. 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 advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Maggie Burke is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Her previous roles include positions at Charles Schwab Bank, PIMCO Investments LLC, and Pacific Investment Management Company LLC. She holds Series 63 and Series 66 licenses. 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 databases.

Tekeisha Wilcox is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Los Angeles, CA, and has 18 years of industry experience. She has worked within various Wells Fargo entities since 2008. Outside of her advisory role, Wilcox serves as treasurer for the La Canada PTA Council and La Canada School PTSA and is a notary public in California. 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 integrates research and analytics from Wells Fargo Investment Institute along with third-party data to evaluate investment options using diversification principles and modern portfolio theory.

Ayanna Johnson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and two years of industry experience. Her work history includes roles at Wells Fargo Advisors Financial Network, Randstad, The Vanguard Group, LPL Financial LLC, and Lincoln Financial Group. Outside of her advisory role, she works as an Amazon Flex driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support its diversified investment approach.

Armaghan Ahmad is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank since 2014. 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 grounded in modern portfolio theory, and it includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Anthony Echang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. He previously served in the U.S. Navy for 20 years and has worked at several financial services firms including Memorial Asset Protection Plan and Simplicity Wealth. Outside of advising, he is a registered insurance agent providing insurance products for personal asset protection and management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.

Jason Harsh is a financial advisor affiliated with Merrill Lynch Wealth Management. As a Certified Private Wealth Advisor® professional, he works with families and business owners to align their values and goals with purpose. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, tax minimization, and retirement income. Jason's dedication to financial planning began early in his career as a banker, inspired by helping a woman with schizophrenia regain stability through financial oversight. This experience motivated him to provide profound financial advice centered on his clients' needs. He approaches his practice by collaborating compassionately and honestly with clients to plan for retirement and legacy in alignment with their values. He holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). Jason earned a High School Diploma from Mayfield High School. His community involvement includes participation with Casa Solano Pool, Junior Achievement, and Toast Masters. Outside of his professional life, he enjoys camping, hiking, music, rock climbing, singing, spending time with family, traveling, watching movies, and yoga.

James Gracia is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Prior to this, he worked for nine years at U.S. Bancorp Investments, Inc. based in Colorado Springs, CO. 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 approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Denzel Hanes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at Bank of America, Merrill, and Morgan Stanley, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Casey Wilson is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining Wells Fargo in 2021, he worked for UBS Financial Services Inc for ten years. Outside of his advisory role, he owns a woodworking and retail business and has authored several books. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Stephanie May is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo in 2024, she spent a decade at Fifth Third Securities and fourteen years with Fifth Third Bank. She is involved in office administration at a local chiropractic medical office outside of her advisory role. 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 brokerage and advisory solutions with research-driven investment approaches.

Ashley Stone is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2024, Stone worked at LPL Financial LLC and Wells Fargo Advisors. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Joseph Camarena is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds Series 63 and Series 65 designations and has two years of industry experience. He has also been associated with Wells Fargo Bank, N.A. since 2000. 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.

William Wolfe II is a CFP®-designated financial advisor with 30 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wolfe contributed as an author to a chapter in the book *Success Today - Leading Entrepreneurs & Professionals Share Their Secrets for Health Wealth & Happiness Today!*. 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 modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep options.

Alejandro Flores is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held positions at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Flores serves as the mayor of Los Fresnos, TX, and is a member of the city’s planning and zoning committee as well as the Coastal Coordination Advisory Committee. 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’s approach includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Owen is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Owen holds a Series 66 designation and is based in Gilbert, AZ. Wells Fargo Clearing provides retirement plan consulting services 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.