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 designations and bringing 28 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. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 at Wells Fargo Clearing with 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. She holds the Series 63 designation. 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.

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, holding Series 65 and Series 63 credentials and 10 years of industry experience. His career includes roles at Wells Fargo Bank, J.P. Morgan Securities, Merrill, Bank of America, and Principal Financial Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, offering both brokerage and advisory solutions supported by extensive research and analytics.

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.

Jonathan Behrens is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining Wells Fargo in 2022. Outside of his advisory role, he is a 50% owner of Vulcan Blue LLC, operating a swim school in Hoover, Alabama, where he assists with budgeting and bookkeeping. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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 with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, Chambers serves as a council member for the City of Leeds, AL, where he participates in decision-making on municipal issues. 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 broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 Series 66-licensed financial advisor with Wells Fargo Clearing, based in Birmingham, AL, and has 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as vice president of Double Oak Mountain, a non-investment-related business connected to his spouse's optometric practice. 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 approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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.