Charlie Park is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2019 and was previously involved with C.H. Trading Co. DBA OK Beauty Supply for thirteen 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. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Kushner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Advisors, T. Rowe Price, and teaching experience at the University of Maryland and McDonogh School. 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 and third-party resources.

Julia Happel is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and TD Ameritrade. 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-driven investment strategies with a broad range of financial products and services.

Paul Rutsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Clearing in 2021. 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, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Boris Wolff Metternich is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marisa Clayton is a financial advisor with Wells Fargo Clearing in La Jolla, CA, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Debra Huff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at UBS Financial Services Inc. from 2011 to 2017. Outside of her advisory role, she serves as a trustee for her father's trust and executor for her mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrey Shchegolev is a CFA® charterholder with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He has held prior roles within Wells Fargo Advisors LLC and Wells Fargo Bank, where he has worked for over 20 years. Outside of his advisory role, he serves as Treasurer for The Brooks Homeowners Association in Monroe, NC. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Maria Klahejian is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. She is based in Pasadena, 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 options. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles among its investment offerings.

John Fabris is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. 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 is based on modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Tony Jackson is a financial advisor with Wells Fargo Clearing in Columbus, MS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Morgan Keegan & Company, Inc., and Amsouth Investment Services, Inc. Outside of finance, he owns a tanning salon business managed by his family. 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 with an IPS-driven process 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.

Kantharaj Kabali is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with Wells Fargo Bank NA since 2010 and Wells Fargo Clearing Services, LLC since 2016, based in Santa Clara, CA. 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 investment approach 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.

Spencer Cox is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, DiSys, Dexian, and ENT Specialists. 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-driven investment strategies with a broad range of brokerage and advisory solutions.

Bobbie Jo Pippin Arndt is a financial advisor with Wells Fargo Clearing in Hyannis, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include eight years at MBSC Securities Corporation and sixteen years at Pioneer Funds Distributor, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Robert McGuire is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Advisors LLC since 2013. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Misti Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She previously worked at LPL Financial LLC for six years before joining Wells Fargo in 2022. Flores serves as treasurer for the Brazoswood High School Project Graduation Class of 2026, coordinating and raising funds for class activities. 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 a broad range of assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Parker Yochim is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and previously worked at Superior Solutions, LLC and Lippe Taylor. 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.

Allison Merritt is a financial advisor at Wells Fargo Clearing with a Series 66 credential. She has held various roles since 2016, including positions at ClickBank and FiGPiN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside third-party data in its investment approach.

Paul Phillips Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Joshua Peterson is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is a member of the audit finance committee for the Vitalyst Health Foundation in Phoenix and serves as a youth soccer referee with US Soccer. 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 products and bank deposit sweep options within its investment menus.