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Robert C
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Robert Christian is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Bank NA since 2013. 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 sources.
Michael H
Series 66
Cartersville, GA
Wells Fargo Clearing
Michael Hynes is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2024, and previously worked at CUSO Financial Services 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 operates at scale with over $671 billion in assets under management and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Corey M
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Corey Martin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 14 years. He holds the Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.
Leah S
Series 63
Cartersville, GA
Wells Fargo Clearing
Leah Sesto is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation. Her prior work includes roles at JP Morgan Chase Bank, PNC Bank, and Premier Health Services. Outside of her advisory role, she owns an event equipment rental business, Poppies to Peaches LLC. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.
Benito C
Series 66
Cartersville, GA
Wells Fargo Clearing
Benito Canales is a financial advisor with Wells Fargo Clearing holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he served in the United States Army Reserve for 16 years. 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.
Brian H
Series 63, Series 65
Cartersville, GA
Wells Fargo Clearing
Brian Hungerford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm offering 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 across more than 14,000 financial advisors and provides both brokerage and advisory solutions.
Kayla P
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Kayla Plott is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at Peak Fitness. Outside of her advisory role, she reviews products and posts videos on TikTok. Wells Fargo Advisors provides 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Andrew Z
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Andrew Zvanut is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked with Wells Fargo entities since 2014. Outside of his advisory role, he co-owns AWZ Wholesale LLC, an online wholesale garment and accessories business based in Kennesaw, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.
Zachary B
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Zachary Bratz is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. He has been with Wells Fargo Bank NA since 2015 and Wells Fargo Clearing since 2018, both based in Cartersville, GA. 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 range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.
Ashley C
Series 63
Cartersville, GA
Wells Fargo Clearing
Ashley Cobb is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and one year of industry experience. She has worked with Wells Fargo Bank, N.A. since 2008. 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.
Ryan T
CFP®, Series 65, Series 63
Cartersville, GA
Wells Fargo Clearing
Ryan Tuff is a CFP® professional with 12 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Ameriprise Financial Services, Royal Alliance Associates, John Hancock, and VOYA Financial Advisors. 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.
Archana G
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Archana Gupta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior firms include Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, PNC Bank, and JP Morgan. 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 research and analytics from internal and external sources to support its investment offerings.
Miglena G
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Miglena Guleva is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. prior to her current role. 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 across more than 14,000 advisors. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute along with third-party analytics to support its investment process.
Hui K
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Hui Kim is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Kim owns and operates VKC Organic LLC, a farming business focused on fruits and vegetables. 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 databases.
Joshua S
Series 66
Cartersville, GA
Wells Fargo Clearing
Joshua Steinert is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 credential and 14 years of industry experience. He has been with Wells Fargo in various capacities since 2007. Outside of his advisory role, he owns and creates content for a business called Just Josh and His Watch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large team of advisors and uses research and analytics to support its investment approach, offering both brokerage and advisory solutions.
Suzanne D
Series 63
Cartersville, GA
Wells Fargo Clearing
Suzanne Dineen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing eight years of industry experience. She has worked with Wells Fargo Bank and Wells Fargo Clearing since 2021, following nine years at Quantum National Bank and a brief tenure at Piedmont Bank. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.
Sandra P
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Sandra Penton is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for several years. 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 through over 14,000 advisors and offers both brokerage and advisory solutions.
Lindsey G
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Lindsey Gearhart is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
John K
CFP®, Series 66
Cartersville, GA
Wells Fargo Clearing
John Kirkland is a CFP® with 20 years of industry experience. He currently works at Wells Fargo Clearing, joining the firm in 2022. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley, where he worked for a combined 14 years. 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.
David P
Series 63, Series 65
Cartersville, GA
Wells Fargo Clearing
David Payne is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Bank NA in various roles since 2013. Outside of his advisory work, he holds a partial ownership interest in Flint River Hunting Preserve LLC. 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 through a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.
Benjamin T
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Benjamin Taylor is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Wells Fargo Bank NA and 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.
Scott S
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Scott Steinitz is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He has held positions at Wells Fargo Advisors, LLC, and has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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 sources.
Kristopher K
CFP®, Series 66
Cartersville, GA
Wells Fargo Clearing
Kristopher Krause is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 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. 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.
Travis M
Series 66
Cartersville, GA
Wells Fargo Clearing
Travis Mccloskey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of advising, he is the CFO and co-owner of McCloskey and Associates Legal Nurse Consulting, 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.
Corey H
Series 66
Cartersville, GA
Wells Fargo Clearing
Corey Hawkins is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.
Guy L
Series 66
Cartersville, GA
Wells Fargo Clearing
Guy Levhar is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and multiple J.P. Morgan Chase entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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.
Parker H
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Parker Hendrixson is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for four years and spent one year at Thrivent Financial. 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 uses research and analytics to support its investment approach, which emphasizes diversification and modern portfolio theory.
Amanda T
Series 66
Cartersville, GA
Wells Fargo Clearing
Amanda Telotte is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She serves as an executor and trustee for investment-related estate and trust matters in Kennesaw, GA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Collin K
Series 66
Cartersville, GA
Wells Fargo Clearing
Collin Kee is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and bringing 24 years of industry experience. He worked at CUSO Financial Services, Lp for 13 years prior to joining Wells Fargo. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Luz D
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Luz Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and having nine years of industry experience. She has worked at Wells Fargo Bank NA since 2014 and with Wells Fargo Clearing Services, LLC 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Patrick R
CFP®, Series 63, Series 65, Series 66
Cartersville, GA
Wells Fargo Clearing
Patrick Reid is a CFP® professional with 14 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, Reid is involved with Rising Sun Realty LLC, where he holds ownership and manages real estate activities. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.
Christopher J
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Christopher Janusek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes prior roles at JP Morgan Securities, Thrivent Financial, PNC Financial, Regions Bank, Cetera, and Edward Jones. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment managers and options, providing both brokerage and advisory solutions across a wide client base.
Matthew M
Series 63, Series 66
Cartersville, GA
Wells Fargo Clearing
Matthew Mcwilliams is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations with 21 years of industry experience. He has worked at various Wells Fargo entities since 2012, including Wells Fargo Advisors and Wells Fargo Bank NA. Outside of his advisory role, he co-owns Wellness Designed, LLC, a business offering wellness products and services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, incorporating research and analytics to guide investment decisions.
Gregory D
Series 66
Cartersville, GA
Wells Fargo Clearing
Gregory Difani is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 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 range of brokerage and advisory solutions supported by research and analytics.
Richard J
Series 66
Cartersville, GA
Wells Fargo Clearing
Richard Juliano is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill, SunTrust Bank, and JPMorgan Chase Bank. 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 with over 14,000 financial advisors.
William G
Series 66
Cartersville, GA
Wells Fargo Clearing
William Gibboney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been affiliated with Six Flags Over Georgia and Wachovia Bank, N.A. since 2010. 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.
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