Arthur Devereux is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent 13 years at Bank of America and Merrill. He is also involved with Leeward Insurance Services LLC, where he has been active since 2004. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Alice Pidgeon is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Pidgeon serves as Treasurer and Finance Committee Chair for the North Bay Children's Center in Novato, 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 employs a research-driven approach supported by Wells Fargo Investment Institute and offers both brokerage and advisory solutions through a large network of financial advisors.

Christopher Shokoff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary investment advisory services based on an IPS-driven process grounded in modern portfolio theory, including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ryan Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Fidelity Brokerage Services, and Wells Fargo Advisors. 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 data.

Candy Soden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she assists with invoicing and paperwork for an electrical business in Santa Maria, CA. 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 guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options among its offerings.

James Stotter is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 broader set of financial product offerings than typical for large institutional advisers.

Dwayne Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 10 years. Outside of his advisory role, he has ownership interests in several investment-related ventures. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ryan Lenahan is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Outside of his advisory role, he serves as a co-trustee for a family trust. 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 and tailored to client objectives and risk tolerances.

Joseph Jerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, both since 2009. Outside of his advisory work, he co-owns a rental property in Austin, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions at a large scale.

Scott Burgess is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Edward Jones, and PNC Bank. 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 provides both brokerage and advisory solutions.

Jennifer Leblanc is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 28 years of industry experience. She 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. 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, demographics, and risk tolerances.

Carlie Hausmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She previously worked at LPL Financial and Genex Consulting and has maintained an independent consulting role with Pampered Chef since 2018. Outside of financial services, she is also involved in proctoring standardized tests and operates a small baking business called Haus of Cakes. 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, relying on research and diversification principles in its investment approach.

Tiffany Mansfield is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2011, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. She also serves as an arbitrator in investment-related disputes. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tony Knebel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked for The First State Bank for ten years before joining Wells Fargo Clearing in 2023. 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 incorporates modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Kelly Rosenbush is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC, with a long tenure at Wells Fargo Bank, N.A. Outside of her advisory role, she has been involved with Bob Smiths Sports Club since 1994. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Joseph Neal is a Series 66-licensed financial advisor currently with Wells Fargo Clearing and has eight years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Country Club Bank, and 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Giuliano Demartini is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Builder Advisor Group, LLC and Wells Fargo Advisors. 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 combines research and analytics with diversification principles and modern portfolio theory to evaluate investment options, while also offering a variety of financial products through its bank and insurance affiliates.

Chenlin Xiao is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo, Xiao worked at Yranela & Associates, PLLC, and has been affiliated with Wells Fargo Bank, N.A. since 2013. Xiao was also involved with the Pacific Northwest Basketball Officials Association for seven 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 utilizes research from Wells Fargo Investment Institute and third-party sources, employing diversification principles and modern portfolio theory in its investment evaluations.

Kimberly Zeppelin is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2017, also working at Wells Fargo Bank NA since 2012. Outside of her advisory role, she works as a part-time delivery driver for DoorDash. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Rotunda is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of a rental property in Surfside Beach, SC. 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 investment approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.