Amit Battish is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 63 designation and has previously worked at Fidelity Investments, Ameriprise Financial Services, and Morgan Stanley. Wells Fargo Advisors is a national securities firm offering 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Joseph Jerman is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Wells Fargo Investments, Merrill, Bank of America, and Wells Fargo Clearing Services. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Cheri Hartman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved in several baking businesses and participates in seasonal community performances as Mrs. Claus. 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 employs a large team of advisors and offers both brokerage and advisory solutions, using research and analytics along with diversification principles in its investment approach.

Cari Rothfeld is a financial advisor with Wells Fargo Clearing in Bee Cave, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Ashley Pigg is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, she was involved with Austin Boutique Rentals from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Cameron Buckelew is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Tricentis, Glg, Spencer Ogden, and the Houston Texans. Outside of his advisory role, he owns and manages C&A Capital, a holding company based in Austin, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Brett Bellcase is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Investments and Capital One Financial Advisors. 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 offers a combination of brokerage and advisory solutions supported by research and analytics.

Brian Wiese is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Zachary Scoggin is a financial advisor with Wells Fargo Clearing in Bee Cave, Texas, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo since 2017 and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp from 2014 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides retirement plans with consulting, discretionary investment selection, and education services, utilizing research from Wells Fargo Investment Institute and third-party databases.

Michael Nelson is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has three years of industry experience and has worked at Wells Fargo Clearing since 2022, following eight years at Wells Fargo Bank, N.A. in Bee Cave, TX. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ritchy Scoggin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Legg Mason Wood Walker, Inc. from 2001 to 2003 and has been with Wells Fargo Clearing since 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, and retirement plan consulting, using research and analytics and applying diversification principles and modern portfolio theory.

Elizabeth Geesin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2008 and Wells Fargo Clearing since 2016. Geesin is also an independent wine consultant, owning Bluestone Cellars LLC, which operates as Scout and Cellar Wine. 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.

Erin Locke is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following five years with Farmers Financial Solutions and Farmers Insurance 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 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.

Thomas Lloyd is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2006 and joined Wells Fargo Clearing in 2016. Outside of his advisory work, he is a musician who creates and uploads original music to streaming services through CD Baby. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment options.

David Gonzaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Merrill, Arthur J Gallagher, Rocket Dollar Inc., and Pensionmark Financial Group. Outside of advising, he is the owner and founder of Quiq Bean Drop, LLC, a company focused on kitchen products and coffee capsule refill systems. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, using research and analytics to support diversified investment approaches.