Jeffrey Fink is a financial advisor with Wells Fargo Clearing in Anniston, Alabama, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and is also involved in a real estate business, ERA King Real Estate. Additionally, he serves as treasurer for St. Michaels Medical Center, where he reviews financial reports and participates in budget approval. 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 and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Gregory Halligan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for his daughter. 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 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.

Nancy Lipham is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages rental farm property and event rental property in Edisto Island, SC, and acts as a personal representative for her mother. 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.

Gregory Pass is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for ten years. Based in Anniston, Alabama, he has been with Wells Fargo since 2026. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Keith Fountain is a financial advisor with Wells Fargo Clearing in Anniston, AL, holding a Series 66 designation and 21 years of industry experience. He worked at Bank of America, NA from 2009 to 2023 before joining Wells Fargo Clearing. Outside of his advisory role, he serves as an executor for his father's estate, dedicating approximately 10 hours per month to related responsibilities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related vehicles and bank deposit sweep options.

Karen Fountain is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. for seven years before joining Wells Fargo in 2023. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.