Stella Alaba is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for eight years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside a mix of brokerage and advisory solutions.

John Talbott is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of finance, he operates Jay Talbott Photography, a wedding photography business he has run since 2002. 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.

Adam Janowitz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney LLC and Artemis Real Estate Partners. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nicholas Day is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Brokerage Services LLC, Platinum Wealth Partners, QID LLC, and Capitalrock Investments, LLC. 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 the Wells Fargo Investment Institute.

Mandeep Randhawa is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley and Wells Fargo Advisors LLC. 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 advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nancy Baker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and with 39 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 offers brokerage and advisory solutions supported by extensive research and analytics, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Stephen Marshall is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Citigroup Global Markets for 17 years. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sin Kwoun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1999 to 2003 before joining Wells Fargo in 2016. Outside of advising, Kwoun has ownership interests in several family-owned real estate trusts and investment-related entities. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers brokerage and advisory solutions supported by research and analytics, managing assets totaling approximately $671 billion through a network of more than 14,000 advisors.

Daniel Derisio is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Oppenheimer Asset Management, and CIBC World Markets Corp. He returned to Wells Fargo Clearing in 2024 after prior experience there. 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.

Edward Railey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary investment management options.

Donald Glab is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. Outside of his advisory work, he is involved with Evergreen Christian School’s finance committee and his spouse owns a retail household store called The Family Room. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its offerings.

Allan Zendel is a CFP®-designated financial advisor with 42 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked for A. G. Edwards & Sons, Inc. for 12 years. He serves clients from Bethesda, MD, and holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and applies research-driven investment strategies, including modern portfolio theory, across a broad range of financial services.

Beatriz Casado is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 20 years of industry experience. Her career includes roles at Merrill and Morgan Stanley, where she worked for over a decade before joining her current firm. 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, combining research-driven investment strategies with services distributed through affiliated banking and insurance entities.

Thomas Clark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, where he worked for 7 and 15 years respectively. Clark has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Heckler Jr. is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach 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.

Brian Kessler is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and having 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2017 before joining Wells Fargo Clearing in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from its Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Andrew Lee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2023 before joining Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for a family friend and has a minority ownership interest in an investment-related family LLC. 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, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Douglas Grantham is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2022, following a 13-year tenure at Bank of America. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Heather Hanson Rivas is a CFP® with 15 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She serves as a co-trustee of the John C. Hanson Revocable Living Trust and is a finance committee member for the Glen Echo Park Partnership for Arts and Culture. 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 based on research, diversification principles, and modern portfolio theory.

Scott Lanham is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. 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 uses research and analytics based on diversification principles and modern portfolio theory.

Michael Palazzo is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nyanya Joof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. Joof has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing roughly $671 billion in assets through a network of more than 14,000 financial advisors. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Steven Ganan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. His previous roles include positions at RBC Capital Markets, UBS Financial Services, BB&T Investment Services, Harrisdirect, and Truist Investment 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions backed by research and analytics from Wells Fargo Investment Institute.

Matthew Ramsdell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He worked at Merrill from 2005 to 2019 before joining Wells Fargo Clearing 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.

Michael Brodnik is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, LLC, Bank of America, N.A., and Merrill. 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 solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Richard Ricci Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and institutions. The firm uses research-driven approaches and provides a broad range of brokerage and advisory solutions.

John Hanson is a CFP® with 45 years of industry experience, currently serving with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for 14 years. Outside of his advisory work, he is involved in managing family trusts and serves on the finance committee of the First Church of Christ, Scientist in Washington, DC. 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 combines both brokerage and advisory solutions, supported by extensive research and analytics.

Kenneth Sprague is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. He serves as a trustee and power of attorney for family and friends’ trusts. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Neal Abravanel is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His prior experience includes a role at Prudential Equity Group, LLC from 2000 to 2003. He holds Series 63 and Series 65 licenses and acts as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting 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 extensive research and analytics.

Dennis Peacock Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked for UBS Financial Services from 2000 to 2012 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 databases.

Jared Plushnick is a CFP® with four years of industry experience, currently serving at Wells Fargo Clearing since 2021. Prior to his financial advisory role, he worked in broadcast journalism at WKRN-TV News 2 ABC and KVUE-TV ABC from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

David Bolten is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley. 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 supported by research from the Wells Fargo Investment Institute.

Riley Clark is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Morgan Stanley. 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 databases.

Bryan Lenet is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2011 before joining Wells Fargo Clearing in 2016. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Andrea Perrone is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Bethesda, MD. She has 21 years of industry experience, including five years at TD Wealth Management Services Inc. and over ten years with Wells Fargo Clearing. Perrone also serves as a notary public in the state of Maryland. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Peter Havenstein Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at Merrill for 43 years and Bank of America for 10 years before joining Wells Fargo Clearing in 2019. He serves as treasurer for the NW Washington DC Kiwanis club. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Lee is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Wells Fargo, he worked at General Motors and Crowe LLP and has experience in educational and sports-related roles. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, using research and analytics with an emphasis on diversification and modern portfolio theory.

Kevin Connelly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at UBS Financial Services Inc. for 10 years. He also serves as an executor for a family estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Todd Gelfeld is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley and its affiliated entities from 2002 to 2011. 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.

Eliot Shatzman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Bank of America from 2014 to 2021. Outside of finance, he owns Shatz Music Group LLC, which focuses on music production and talent promotion, and serves on the Board of Trustees at Capitol Technology University. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Daniel Clarke is a CFP® professional with 20 years of industry experience, currently working at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2006 to 2008. Clarke serves as treasurer for the Knights of Columbus in Washington, DC, where he participates in financial oversight. 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 databases.

Andrew Lee is a CFP® with 40 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for 14 years. Outside of his advisory work, he is involved as a co-trustee and power of attorney for family trusts. 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 uses research-driven investment strategies and offers both brokerage and advisory solutions.

Christine Nawrot is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Scott Snyder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 financial advisors.

Jerry Truman is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at City National Bank, RBC Capital Markets, and UBS Financial Services. Outside of his advisory role, he serves as a committee member for the Lido Civic Club, an Italian American civic organization, and is involved with Truman Charities, helping to raise awareness and funds for various nonprofits. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions across a large client base.