David Moran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2024. Outside of his advisory role, Moran has a partial ownership in two sports-related businesses focused on indoor pickleball and pickleball paddle promotion. 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. The firm includes insurance-related investment options and bank deposit sweep programs as part of its broader financial product offerings.

Deborah Akers is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2011 to 2016. Outside of her advisory role, she operates a wardrobe consulting business focused on personal shopping. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Lori Jordan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at various Wells Fargo entities since 2009 and briefly at Raymond James & Associates in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Ross is a financial advisor with Wells Fargo Clearing in Atlanta, GA. He holds the Series 66 designation and has over 20 years of industry experience, including long-term tenure at Wells Fargo Bank and prior roles at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Aaron Golden is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for eight years. Golden also maintains a New York law license. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Andrea Molavi is a CFP® professional with 18 years of experience in financial advising. She has worked at Wells Fargo Clearing since 2016 and previously held roles at USAA Financial Advisors and related USAA entities from 2012 to 2016. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Krista Clarke is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following two years at Stifel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s 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.

An Tran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

Mark Podber is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns CAB CONNECT, a service aimed at connecting travelers to share cab fees. 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 uses modern portfolio theory and includes a wide range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.

Casey Wilson is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining Wells Fargo in 2021, he worked for UBS Financial Services Inc for ten years. Outside of his advisory role, he owns a woodworking and retail business and has authored several books. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Warren Kennett II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a co-trustee and power of attorney for his mother’s investment-related matters. 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 approach is grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Haynes Huffard is a CFP® with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a trustee for Parents, Inv Related, based in Atlanta, GA. 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 employs an IPS-driven, modern portfolio theory approach and includes a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

David Mulrooney is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at Stock Yards Bank, LPL Financial LLC, Cadence Bank, and BB&T. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeanine Delgado is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Morgan Stanley, JPMorgan Chase Bank, and Regions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options tailored to plan objectives and risk tolerances.

Michelle Shinall is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves on the Dunwoody Village Homeowners Association Board, participating in the Architectural Change Committee. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Undria Rollins is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2008. Outside of her advisory role, Rollins is a health and wellness consultant through her business, BodyByDri by Undria Rollins. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management.

Michael Edelson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he serves as a power of attorney for family investment matters. 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 grounded in an IPS-driven process and modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings.

Danielle Wright is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked extensively within Wells Fargo entities as well as Allspring Funds Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

John Boosalis is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent seven years at Raymond James & Associates. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Melvin Brittian III is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Advisors, and Prudential-affiliated firms. Outside of finance, he serves as a funeral director and visitation attendant at Roscoe Jenkins Funeral Home. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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 among its investment offerings.