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Christopher L

Series 63, Series 65

Brentwood, TN

Wells Fargo Clearing

Christopher Logan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of more than 14,000 advisors.

Retired Founder/Business Owner
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Luke H

Series 66

Brentwood, TN

Wells Fargo Clearing

Luke Houck is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Morgan Stanley for eight years and has additional experience at Jackson National Life and Jackson National Life Distributors. Outside of his advisory role, he is involved in food and grocery delivery services as a contractor for companies including DoorDash, InstaCart, Spark Driver, and Uber Eats. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
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Jeffrey S

Series 66

Brentwood, TN

Wells Fargo Clearing

Jeffrey Sloan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Retired Founder/Business Owner
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Hugh S

Series 63

Brentwood, TN

Wells Fargo Clearing

Hugh Sloan is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 45 years of industry experience. His career includes tenures at Wells Fargo Clearing from 1999 to 2009, UBS Financial Services from 2009 to 2014, and Morgan Stanley from 2014 to 2021 before returning to Wells Fargo in 2021. 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 combines research from its Wells Fargo Investment Institute with third-party data to guide investment and retirement plan offerings.

Retired Founder/Business Owner
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Benjamin N

Series 66

Brentwood, TN

Wells Fargo Clearing

Benjamin Nathan is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill, Bank of America, MassMutual Life Insurance Company, and Middle Tennessee State University. Outside of his advisory work, he co-manages a rental property investment with his fiancée. 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 other sources.

Retired Founder/Business Owner
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Wendy P

Series 63

Brentwood, TN

Wells Fargo Clearing

Wendy Peppers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and was previously with Morgan Stanley for seven years. 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 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.

Retired Founder/Business Owner
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Christina S

Series 66

Brentwood, TN

Wells Fargo Clearing

Christina Smith is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding a Series 66 designation and 25 years of industry experience. She worked at Merrill from 2004 to 2015 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
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Gunter L

CFP®, Series 66

Brentwood, TN

Wells Fargo Clearing

Gunter Lugg is a CFP® professional with 13 years of industry experience, currently working at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Brentwood, TN. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Thomas F

Series 63, Series 65

Brentwood, TN

Wells Fargo Clearing

Thomas Ferraro III is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, previously spending six years with Prudential Equity Group, LLC. Outside of his advisory role, he owns and operates Muddy Boots Livestock, where he raises, breeds, and sells Angus cattle. 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 substantial assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Paul C

Series 63, Series 66

Brentwood, TN

Wells Fargo Clearing

Paul Carl III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at UBS Financial Services, Sanford C. Bernstein & Co., Wells Fargo Advisors, TD Ameritrade, and AXA Advisors. 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.

Retired Founder/Business Owner
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Brian M

Series 66

Brentwood, TN

Wells Fargo Clearing

Brian Mahoney is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America N.A. and Merrill. 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, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform of brokerage and advisory solutions.

Retired Founder/Business Owner
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