Jamie Holman is a CFP®-designated financial advisor with 33 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and was previously with UBS Financial Services Inc. for 12 years. Holman holds ownership in two LLCs related to personal investments and recreation property. 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 IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Cassie Malchus Thomson is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Daniel Dimick IV is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Prudential Equity Group, LLC. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions across a large network of financial advisors.

Jonathan Register is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm that offers 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nathan Collums is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 24 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo in 2020. 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 menu.

Katherine Gregg is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and Merrill. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michele Pair is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 63 designation and 25 years of industry experience. She 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 offers both brokerage and advisory solutions.

Beverly Barry is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 29 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Wells Fargo Clearing in 2023. 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 in its investment menus.

Brandon Burroughs is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at J.P. Morgan Securities, Wells Fargo Bank, Merrill, Bank of America, and Principal Financial Group. 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 sources to support its investment approach.

Stephen Rice is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He previously worked at UBS Financial Services for 23 years before joining Wells Fargo in 2020. Rice serves on the investment committee of the Alabama Institute for the Deaf and Blind and acts as treasurer for Dawson Memorial Baptist Church. 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 administers roughly $671 billion in assets and combines research from its Wells Fargo Investment Institute with third-party analytics to support diversified investment strategies.

Britney Bernstein is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PNC Investments, BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory role, she is the majority owner of a paper shredding business. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Kline is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2020, he worked at UBS Financial Services for nine years. 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 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.

Scott Chambers is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise from 2009 to 2015 and Merrill from 1994 to 2009. Outside of his advisory work, he serves as a council member for the City of Leeds, Alabama. 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 Atkins is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. He previously worked at Elevations Credit Union and ServisFirst Bank. Atkins volunteers as a financial literacy teacher through a community program in Birmingham, AL. 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 manages roughly $671 billion in assets through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Sophie Ventura is a financial advisor with Wells Fargo Clearing in Birmingham, AL. She holds the Series 66 designation and has six years of industry experience. Since 2016, she has been with Wells Fargo Clearing. Outside of her advisory work, she serves as treasurer for Scouts BSA Troop 193 in Hoover, AL, managing financial records and processing payments. 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 and analytics to guide its investment approach and offers a broad range of brokerage and advisory solutions.

Benson Abercrombie is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He began his advisory career in 2026 after eight years at Harvard University and prior work at Hoover High School. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Steven Meadows Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2015. 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.

Jonathan Mansfield is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill for six years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, Mansfield serves as vice president of a family-owned business associated with his spouse’s optometric practice. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

George Moreland is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has experience working at several firms since 2022, including Raymond James & Associates Inc. and RT Specialty. Prior to his financial services career, he was a professional golfer on the PGA Tour Canada. 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 with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment menu, serving a broad range of institutional clients.

Devin Cole is a Series 66-licensed financial advisor with Wells Fargo Clearing in Birmingham, AL, where he has been employed since 2023. He has three years of industry experience and previously worked in educational roles at the University of Alabama, Shelton State Community College, and Hoover High School. 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 research from the Wells Fargo Investment Institute.

Susan Boyd is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2010. Outside of her advisory role, she serves as an executrix for a family estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, combining proprietary research with diversified investment strategies.

John Gregg is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he serves as treasurer for the Village View Homeowners Association in Bryson City, NC. 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 investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Adolph Weil is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Weil serves as a committee member for fundraising and community outreach at the Birmingham Zoo and has held a leadership role as co-chair of the annual fundraising campaign for the Birmingham Jewish Federation. 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 a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alan Weintraub is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Morgan Stanley and UBS Financial Services. Weintraub is also an inactive member of the State Bars of Georgia and Louisiana. 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 combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Doris Utterback is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 31 years of industry experience. She previously worked at Merrill for 15 years and Raymond James & Associates for 2 years before joining Wells Fargo Clearing. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Grace Cook is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 63 designation and 24 years of industry experience. She worked at A. G. Edwards & Sons, Inc. from 2005 to 2008 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide its investment approach.

John Pounds III is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Keegan & Company, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Grace Hardison is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Clearing, she spent ten years at Ernst & Young. She maintains an active CPA license in Birmingham, AL, which she holds for continuing education purposes. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Susan Yaba is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus & Co Inc for 10 years. She has an ownership interest in a family partnership, ASJ Enterprises LLC, although she does not have decision-making responsibilities there. 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 combines research and analytics with a variety of brokerage and advisory solutions across a large network of advisors.

Harold Henderson is a CFP® and holds a Series 66 license, with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent nine years at UBS Financial Services Inc. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Pospisil is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Regions Bank, Cetera, Fifth Third Securities, and Bank of America. 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.

Andrew Cundiff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he serves on the Board of Trustees at Samford University. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Christopher Cole is a financial advisor at Wells Fargo Clearing in Birmingham, AL, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked for A. G. Edwards & Sons, Inc. for 11 years 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Linda Hodges is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. Her career includes positions at Merrill from 1998 to 2008 and Morgan Stanley from 2008 to 2015 before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

James Creamer Jr. is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership interests in a mobile home park investment and a deep-sea charter business with his spouse. 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.

Rebecca Souders is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith for 16 years before joining Wells Fargo Clearing in 2022. 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 product offerings such as insurance-related vehicles and bank deposit sweep options.

Scott Howell is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior work at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory role, Howell serves on the finance committee of Vestavia Country Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm employs a broad research-based approach and offers both brokerage and advisory solutions at scale.

Alexander Tovar is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016 in Birmingham, AL. He holds the Series 66 designation and has spent his entire advisory career with Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Hilary Barnett is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 14 years before joining Wells Fargo in 2018. Outside of her advisory role, she is an independent senior consultant for Mary Kay, selling makeup on a limited basis. 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. The firm’s approach 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.

William Bright is a financial advisor at Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 licenses. He began his career with Wells Fargo in 2026 and has prior experience in the hospitality industry and education. 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 a range of brokerage and advisory solutions.

Albert Hecht is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Banc One Securities Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to evaluate investment options, offering both brokerage and advisory solutions supported by a large network of over 14,000 advisors.

Kathryn Owen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works part-time as an office assistant for a railroad construction company in Birmingham, Alabama. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hugh Parish is a financial advisor with Wells Fargo Clearing in Birmingham, AL. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including eight years at Merrill and ten years at Wells Fargo Clearing. He serves as a board member of the Pioneer Lake Homeowners Association in Sterrett, AL. 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 both brokerage and advisory solutions supported by research and analytics.

William Bridell is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he owns a rental property in Mountain Brook, Alabama. 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 includes a discretionary investment option, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Mark Cole is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. 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 combines brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside diversification and modern portfolio theory principles in its investment approach.

Clay Wheeler is a financial advisor with Wells Fargo Clearing in Birmingham, Alabama, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Bank of America, N.A. for 11 years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Eugenia Smallwood is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her prior experience includes roles at PNC Managed Account Solutions, St Johns Wealth Management, and BBVA Compass Investment Solutions. She serves as a trustee for family trusts and acts as executor and fiduciary for estate matters. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines extensive research and analytics with a broad range of brokerage and advisory solutions.

John Howell III is a financial advisor with Wells Fargo Clearing based in Birmingham, AL. He holds a Series 63 designation and has 39 years of industry experience, including 13 years at A. G. Edwards & Sons, Inc. In addition to his advisory role, he serves as a trustee for an investment-related trust. 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 and leverages research from Wells Fargo Investment Institute to support its investment approach.

Samuel Kline is a CFP® and Series 66-registered advisor with five years of experience, currently with Wells Fargo Clearing. He previously worked at Wells Fargo Advisors, UBS Financial Services, The University of Alabama, and Falkner Gardens. 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 with a network of over 14,000 financial advisors.