Edward Pavel is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Citizens Securities, Inc. Wells Fargo Advisors serves 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 leverages research from Wells Fargo Investment Institute to support its investment decisions.

Willard Varnum II is a CFP® professional currently with Wells Fargo Clearing and has 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and its National Association from 1995 to 2024. 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.

Joshua Brooks is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Northwestern Mutual and Bank of New York. 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.

Garrett Stringer is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He 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 supported by research and analytics from Wells Fargo Investment Institute.

Stuart Strickland is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wachovia Bank, N.A. starting in 2000. He is based 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. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Maggie Burke is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Her previous roles include positions at Charles Schwab Bank, PIMCO Investments LLC, and Pacific Investment Management Company LLC. She holds Series 63 and Series 66 licenses. 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 databases.

Brian Singsank is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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 and analytics from Wells Fargo Investment Institute.

Jonathan Davis is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and has a longer history with Wachovia Bank, N.A. dating back to 2005. He holds Series 63 and Series 65 licenses and 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 a range of brokerage and advisory solutions supported by research and analytics.

Thomas Billington is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based 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. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from its investment institute.

Kimberly Modenbach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Wells Fargo since 2016 and previously worked at Morgan Stanley and Morgan Stanley & Co. LLC from 2008 to 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Ashley Obryantwood is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing in multiple periods as well as at Choice Equities Capital Management and MGO ONE SEVEN (Park City Wealth Advisors). Outside of advising, she has been involved with BeautyCounter for over a decade. 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.

Donald Steichen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing in 2022, he worked at Edward Jones from 2015 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Andrea Mendoza is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and also works with Wells Fargo Bank NA, where she has been employed since 2014. 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.

Walter Brady is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, UBS Financial Services, and Zero Chaos. 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 process 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.

Brenda Aguilar Banda is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank, nA, Teleflex, TAPIF, and the University of North Carolina at Chapel Hill. 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 grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Meghan Woolard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 21 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. The firm manages approximately $671 billion in assets through a large network of advisors and employs research-driven investment strategies based on diversification and modern portfolio theory.

Stephanie Selemani is an advisor with Wells Fargo Clearing in Raleigh, NC. She holds Series 63 and Series 65 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023. Prior to her financial services career, she worked in other industries, including a role at the United Nations Development Program and experience in hospitality and retail. 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 and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Heather Baalke is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Wells Fargo in 2025, she worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2025. Before her career in finance, she spent nine years at Jewelry Barn. 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 from its investment institute and third-party sources to evaluate managers and investment options.

Alexander Fields is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank NA since 2015. Outside of his advisory role, Fields serves as an Aviation Operations Specialist in the NC Army National Guard and provides notary public services. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA 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 investment options alongside traditional funds.

Diana Menjivar is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has previously worked at Gardner-Webb University and Wells Fargo Bank, NA. 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 backed by research from Wells Fargo Investment Institute and third-party databases.