Jeffrey Heimstaedt is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he owns a webcam business based in Newport Beach, CA. 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 incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

James Dill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 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, Dill serves as a commissioner on the Nevada County Fish and Wildlife Commission, where he participates in meetings and allocates funds collected from poaching and illegal wildlife activities. 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 options. The firm’s approach is IPS-driven and based on modern portfolio theory, with a diverse investment menu that includes insurance-related vehicles and bank deposit sweep options.

Shelly Pearson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo in 2022. 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.

Alexander Newman is a financial advisor with Wells Fargo Clearing in Carmel, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked in construction with Devcon Construction and Murray and Stafford Construction. He also has a background with the University of Denver. 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 approach is IPS-driven and based on modern portfolio theory, including unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Donaghy is a financial advisor with Wells Fargo Clearing in Bellingham, WA, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously operated Nickerson Street Painting, LLC for 13 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven process based on modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

Brian Payne is a financial advisor with Wells Fargo Clearing in Weatherford, TX, holding Series 63 and Series 65 licenses and with 35 years of industry experience. His career includes prior service at Ameriprise Financial Services 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.

James Goudy is a financial advisor with Wells Fargo Clearing in Highlands Ranch, CO. He holds Series 63 and Series 66 designations and has seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jacob Stalnaker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2022. Outside of his advisory role, he serves as an executor for the Estate of David Perchonok. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment vehicles, including insurance-related products and bank deposit sweep options.

Robert Yeh is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has worked at Wells Fargo bank since 2008 and has been with Wells Fargo Clearing since 2016. He holds the Series 66 designation. 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 services include investment policy development, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Julie Olivier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 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. 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.

Alexander Mason is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC since 2019. His prior work experience includes positions at Robert Half International, 140 Degrees Inc, Bedford Dining Group LLC, and teaching at Los Angeles Pierce College. 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, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Charles Williams III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2022. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Noah Harvey is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Wells Fargo Bank, Northern Virginia Community College, LL Bean, Virginia Commonwealth University, Wegmans, and Fairfax High School. 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 broad range of financial products, including insurance-related vehicles and bank deposit sweep options, serving plan sponsors with tailored investment solutions.

Breana King is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. over the course of 12 years. 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 manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

John Yelverton 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 five 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 advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Sanjaya Luthra is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2006, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Edward Dudley is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. He serves as a trustee for family trusts established in Charlottesville. 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 research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

Rebecca Roberts is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC and a long tenure at Wachovia Bank, N.A. beginning in 1979. 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.

Daniel Santibanez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he serves as a power of attorney for a private individual. 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 combines research from internal and external sources with diversification and modern portfolio theory to guide investment selections, while also providing a broad range of related financial products through its bank and insurance affiliates.

Kelly Williams is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s 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.