Jenna Stiegelmeier is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2024. Prior to joining Wells Fargo, she held various roles outside the financial industry, including positions at Light of Christ Catholic Schools and the Family Wellness Center. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Cassandra Conover is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and has also worked at Wells Fargo Bank NA since 2014. Prior to her financial career, she was involved with Blarney Stone Irish Pub as a bartender. 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.

Mark Giese is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He has been with Wells Fargo since 2014, initially working in Wealth Management before joining Wells Fargo Clearing in 2018. Giese serves as a board member of the Western Dakota Estate Planning Council and participates on the finance committee for North Dakota's Gateway to Science, a youth science education organization. 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 range of financial products, including insurance-related vehicles and bank deposit sweep options.