Aminata Magassouba Miller is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. She has previously worked at Wells Fargo Bank, NA and Walmart Stores. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Meralyn Ratnasekera is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at First Citizens Investor Services, First Horizon Bank, and SunTrust Bank. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jovana Romero Hernandez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America and Merrill. 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 and analytics.

Trang Pham is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo in 2024, Pham worked at Truist, Citibank, and HD Bank. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu offerings.

Steven Megaloudis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank NA since 2014. 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.

Luke Hopkins is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and First Command Advisory Services. Outside of his advisory role, he holds a 25% ownership interest in Legacy Vault App LLC, a marketing-related business. 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 roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Samuel Sugg is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 1991. Sugg is a 25% owner of RBSM LLC, where he handles Secretary of State filing duties. 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, and retirement plan consulting, leveraging research and analytics to support diversified portfolio strategies.

Thomas Rackley is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, all with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2007. 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 more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Gregory Warner is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Warner serves as a finance committee member at Holy Trinity Anglican Church in Raleigh, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Michael Newton is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wachovia Bank, N.A. starting in 2004 and spent one year at UBS Financial Services. Outside of his advisory role, he manages a rental property in Raleigh, NC. 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 uses research from Wells Fargo Investment Institute and third-party sources to inform investment decisions and provides a broad range of brokerage and advisory solutions.

Cynthia Ward is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at Merrill and Banc of America Investment Services. 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 backed by research from Wells Fargo Investment Institute and third-party sources.

Nancy Ayers is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. She has been with Wells Fargo since 1993, including her current role at Wells Fargo Clearing starting in 2026. Nancy is based in Raleigh, NC. 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.

Morgan Litchfield is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Raleigh, NC. Prior to this role, Morgan worked at Wells Fargo Private Bank and U.S. Trust, accumulating over a decade of experience within the Wells Fargo organization. Morgan is a co-trustee for family trusts established for his children. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Brinkley is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Robinhood Markets and Fidelity Brokerage Services. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Christopher Diaz is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, NA, Belk, and Vision NC. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Robert Frye is a CFP® professional with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Investments, LLC and Morgan Stanley DW Inc. He is based in Raleigh, NC. 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 employs a research-driven approach using diversification principles and modern portfolio theory, operating at a large scale with over 14,000 financial advisors and $671 billion in assets under management.

John Hoile is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at AXA Advisors, LLC for 18 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Mikki Kline is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services from 2008 to 2014 and 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dennis Cody is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab Co., Inc. and served six years in the United States Navy. 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, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

William Griffin is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked with WestEnd Advisors, LLC from 2014 to 2019. Griffin serves as an investment committee member for Christ Church Raleigh. 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 manages approximately $671 billion in assets across more than 14,000 advisors and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.