David Moran is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has previously worked at UBS Financial Services and AllianceBernstein L.P. Outside of his advisory role, he has partial ownership in two Atlanta-based pickleball-related businesses focused on sports facility management and equipment promotion. Wells Fargo Advisors serves individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

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 been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is the sole owner of a wardrobe consulting business focused on personal shopping. 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 the Wells Fargo Investment Institute.

Lori Jordan is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing Services, LLC since 2016, with a brief tenure at Raymond James & Associates in 2019. 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, utilizing research from Wells Fargo Investment Institute and third-party data to guide investment decisions.

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 affiliated with Wells Fargo Clearing in Atlanta, GA, with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at USAA Financial Planning Services and USAA Investment Services Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party databases to guide investment decisions, offering both brokerage and advisory solutions.

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. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Mark Podber is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for five years before joining Wells Fargo in 2016. Outside his advisory role, he developed a website called CAB CONNECT to help travelers share cab fees on common routes. 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 provides both brokerage and advisory solutions.

Casey Wilson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior experience includes ten years with UBS Financial Services. Outside of his advisory work, he is involved in woodworking and retail sales through Wilma and Casey Woodworking and has authored several books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Warren Kennett II is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Banc of America Investment Services, Inc. from 2001 to 2003. Outside of his advisory role, he serves as a co-trustee and power of attorney for his mother, handling related investment matters. 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 from Wells Fargo Investment Institute and third-party sources.

Haynes Huffard is a CFP® professional with 29 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2008. Outside of his advisory role, he serves as a trustee for family-related investment matters. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

David Mulrooney is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has previously worked at firms including Stock Yards Bank, LPL Financial LLC, Cadence Bank, and BB&T. 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 brokerage and advisory solutions supported by Wells Fargo Investment Institute research.

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 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves on the Architectural Change Committee for the Dunwoody Village Homeowners Association. 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 and analytics.

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 having 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Edelson serves as a power of attorney for his father in investment-related matters. 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 utilizes research and analytics to guide its investment approach.

Danielle Wright is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. Her career includes roles at Wells Fargo Clearing and Allspring Funds Management, LLC, among others. 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 from Wells Fargo Investment Institute and third-party sources.

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.