William Duffy is a CFP® professional affiliated with Wells Fargo Clearing, based in Cape Girardeau, MO, with 24 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.

Charles Willis is a CFP® with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Cape Girardeau, MO, and holds a Series 63 license. 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.

Domenico Mastropierro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Ameriprise and Cetera Investment Services. He serves as treasurer for the Rotary Club of Cape Girardeau. 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 in its investment menus.

Jennifer Cissell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has worked with Wells Fargo affiliates since 2002, including Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Marsha Limbaugh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and uses research from Wells Fargo Investment Institute alongside third-party data to guide its investment strategies.

Matthew Siemers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.