William Giddens is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career has been primarily with Wells Fargo entity affiliates since 2011. He has a 50% ownership interest in Wing Management, LLC, an investment-related business based in Tucson. 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, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menu.

Evan Whitehead is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously held roles with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Samaritan's Purse, contributing to disaster relief efforts on a seasonal basis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet a net-worth threshold. The firm combines advisory services with other financial products and referral channels to support client needs.

Douglas Flannagan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2011 and currently works in Charlotte, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Daniel Willis is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Bankers Life Securities, Robert Half International, and DiSys. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Yvonne Edwards is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and planning tools.

Victoria Ongara is a financial advisor at Wells Fargo Advisors with six years of industry experience. She previously worked at Morgan Stanley for six years and has been associated with Wells Fargo Clearing since 2023. She holds a Series 66 designation and is based in Charlotte, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored recommendations.

Kelly Martin is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2019. Prior to that, she was with LPL Financial from 2015 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.

Lisa Ashlin is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing, and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Nico Beasley is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he works as an Uber driver and serves as a notary public in Charlotte, NC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche areas like business-owner transition and special-needs analysis. The firm integrates advisory services with banking and other financial products through a network of advisors.

Stuart Bowen is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Lance Johnson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, as well as at TIAA and Tiaa from 2015 to 2017. He is based in Charlotte, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Zachary Leonardo is a financial advisor with Wells Fargo Advisors in Midland, NC, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base with a wide range of investment services.

Anthony Morea is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 registrations and 29 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously held roles at Wells Fargo Clearing Services, The Vanguard Group, Inc., and Scottrade, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Robert Kelley is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Outside of his advisory role, he has been involved with Rotounderworld LLC (Playerprofiler.com) since 2019 and served with the Central Virginia Football Officials Association from 2017 to 2021. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including specialized areas such as business-owner transition and sports & entertainment planning. The firm integrates advisory services with other financial products and referral channels to serve its clients.

Andrew Harpp is a Series 66-licensed financial advisor at Wells Fargo Advisors with 17 years of industry experience. He previously worked at LPL Financial LLC for six years and UBS Financial Services Inc for seven years. Based in Charlotte, NC, he joined Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Nicholas Murrer is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and US Tech Solutions, as well as ongoing involvement with InstaCart since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

John Moncrieff II is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. His background includes multiple roles in the North Carolina General Assembly and experience in education and small business operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Lenard Cohen is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and PNC Investments LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm’s advisors utilize Wells Fargo research and tools to develop tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Rachel Malvasi is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. She has been with Wells Fargo Clearing Services since 2021 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she serves as a board member of the Rice Family Foundation, a charitable organization based in Jacksonville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services covering cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition planning and sports and entertainment planning.

Cheyenne Cruz is a financial advisor with Wells Fargo Advisors who holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo Advisors Financial Network, Cruz worked at Wells Fargo Clearing Services and held positions at Ranstad USA Staffing, Uber, and World Travel Holdings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products, delivering tailored recommendations through a network of financial advisors.

An Nguyen is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wells Fargo Advisors Financial Network, Nguyen has held positions within Wells Fargo and Wells Fargo Clearing Services, as well as various roles in retail and food service industries. Outside of financial services, Nguyen has several years of experience working at Taco Bell. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and tools to deliver tailored recommendations.