Garett Colatruglio is a CFP®-designated financial advisor with 10 years of industry experience, currently with Wells Fargo Clearing since 2019. He has prior experience at UBS Financial Services and Bank of America, including Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary 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.

Peter Wollesen is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wollesen serves as an advisory councilmember for the City of Bakersfield Tree Advisory Group. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Monica Lucke is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and four years at A. G. Edwards & Sons, Inc. 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 external sources.

Frank Colatruglio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2019. Outside of his advisory role, he serves as a finance instructor at California State University, Bakersfield, and is a board member of the Estate Planning Council in Bakersfield. 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 and analytics from Wells Fargo Investment Institute.

Elizabeth Carrillo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and Wells Fargo Bank NA since 2014. Outside of her advisory role, she owns and operates a small business designing and selling tumblers on Etsy. 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.

Barton Bussell is a financial advisor with Wells Fargo Clearing in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 32 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 is an owner and manager of 16GC, LP. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many large institutional advisers.

Gary Sampson is a CFP® professional with 40 years of industry experience, currently affiliated with Wells Fargo Clearing since 2018. Prior to that, he worked at UBS Financial Services Inc. for 10 years. He holds Series 63 and Series 65 licenses and is based in Bakersfield, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment 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.

Walter Hernandez is a financial advisor with Wells Fargo Clearing in Bakersfield, CA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2018 before joining Wells Fargo Clearing in 2018. Outside of his advisory role, Hernandez coaches soccer at Stockdale High School. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Jon Sampson is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at UBS Financial Services from 2008 to 2018. He is based in Bakersfield, CA. 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 IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Amardeep Paul is a financial advisor with Wells Fargo Clearing in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 research from Wells Fargo Investment Institute and third-party sources to support its diversified investment approach.

James Church Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several major firms, including Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He has been with Wells Fargo in various capacities since 2010. 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.