Chris O'Brien is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo Clearing in 2020. 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, with both non-discretionary and discretionary service offerings.

Kimberly Nassar is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 14 years. Kimberly also serves as a notary public in South Burlington, Vermont. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broader range of financial products than typical large institutional advisers.

Patrick Abatiell Jr. is a financial advisor with Wells Fargo Clearing in Burlington, VT. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Wells Fargo in 2018, he worked at LPL Financial, Citizens Securities, Inc., and Edward Jones. 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 combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach and offers a range of brokerage and advisory solutions.

Elizabeth Paige Fernot is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and eight years of industry experience. Prior to joining Wells Fargo in 2018, she worked at The Gathering Place and Catamount Carpet Cleaning. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients through a large network of over 14,000 advisors. The firm employs research-driven investment strategies and provides a range of brokerage and advisory solutions.

Jay Desautels is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he serves on the board of directors for Fletcher Allen Health Care and the University of Vermont Medical Center foundation, and he owns several real estate holding companies. 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.

Frederick Reiner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes nine years at Citizens Securities, Inc. before joining Wells Fargo Clearing in 2022. 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.

Robert Guthrie is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked for A. G. Edwards & Sons, Inc. for ten years before joining Wells Fargo Clearing in 2016. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Sherrah Harrington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Wells Fargo bank since 2002 and joined 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 a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Morgan Adams is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo in 2021. Outside of his advisory role, Adams has a 20% ownership interest in a retail wine sales business in Middlesex, Vermont, operated jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Bridget Bokum is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Wells Fargo Clearing since 2016 in Burlington, VT. 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 databases.

Charles Vella is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Wells Fargo in 2020. 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.

Jamie Ha Obrien is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC. since 2020. Prior to this, she spent ten years working in real estate with Soon Ja Park Real Estate. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jonathan Brooks is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Brooks is a guitarist and vocalist in a band named Dead to the Core, in which he holds a 20% ownership stake. 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 databases.

Erin Bayly is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding a Series 63 designation and 16 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, managing approximately $671 billion in assets through a broad network of over 14,000 financial advisors.

Debra Rogers is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. She serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm combines internal research and third-party analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Matt Calhoun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

William Bruner is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee for a child investment trust and is a delegate at large for the Lamoille County Vermont Republican Party. 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 broad range of brokerage and advisory solutions.