Joel Welke is a financial advisor with Wells Fargo Clearing in Aberdeen, SD, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as president of Aberdeen Smittys Baseball, where he manages team logistics and promotes youth participation. 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 incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Shahri Lin Moore is a financial advisor with Wells Fargo Clearing in Aberdeen, SD, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Wells Fargo since 2013, working at both Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Denice Achen is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she co-owns and helps manage Achen Farms in Frederick, South Dakota. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.