Angel Vivas Feo is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 65 and Series 63 credentials and has been with Wells Fargo since 2023. Prior to his advisory role, he has worked in various customer service positions including part-time work at Whole Foods Market. 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 a large network of advisors and employs research-driven investment approaches combined with products from affiliated financial entities.

Edward King is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. since 2002. Outside of his advisory role, he serves as power of attorney for his mother. 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, utilizing research from Wells Fargo Investment Institute and third parties.

Andrew Zimmerman is a CFP® with 19 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Calamar Financial Group, Galvanized Real Estate Holdings, Avesta Communities, Hatteras Investment Partners, Hatteras Capital, Hatteras Investment Management, and Equitable Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, supported by research and analytics while serving a broad client base including pension and charitable organizations.

Brian Ruiz is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 65 and Series 63 designations and has two years of industry experience. Prior to his current role, he spent 11 years with Wells Fargo Bank, NA. 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 supported by research and analytics from Wells Fargo Investment Institute.

Jessica Christy is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She holds a Series 66 license and is based in Raleigh, NC. Outside of her advisory role, she holds power of attorney for her parents. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Graziella La Rosa is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. Her prior work includes roles at Wells Fargo Bank, First Horizon Bank, First Flight Federal Credit Union, Peoples Bank, and SunTrust Bank. Outside of finance, she is involved part-time as a kids' club associate at a local fitness center. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 sources.

David Mccurdy III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wachovia Bank, N.A. dating back to 2004. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Darin Mock is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following prior roles at Merrill and Banc of America Investment Services. Outside of his advisory work, he owns LOGOCUFFS, a business specializing in specialty cuff links. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages over $671 billion in assets and employs more than 14,000 financial advisors.

Timothy Clarey is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. from 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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.

James McClary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, McClary serves on the finance committee at Siler City First Baptist Church. 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 resources.

Andrew Beckman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Hamilton Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Onoufrios Megaloudis is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longstanding involvement with the Triangle United Soccer Club since 2005. 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.

Lindsey Hitchcock is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has been with Wells Fargo Clearing since 2010. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Conall Callen is a Series 66-registered advisor at Wells Fargo Clearing with 32 years of experience at the firm. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Louis Jones is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo since 2016. Outside of his advisory role, he serves as the Investment Advisory Board Chairman for the Greater Greenville Community Foundation and owns a limousine transport company. 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 combines research and analytics with both brokerage and advisory solutions, serving a broad client base including pension and charitable organizations.

Louis Weitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Steven Cooke is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 66, Series 63, and Series 65 credentials and eight years of industry experience. His career includes multiple roles within Wells Fargo entities since 2004, including extensive experience at Wells Fargo Bank, N.A. 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 integrates research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Reid Twine is a CFP® professional based in Raleigh, NC, affiliated with Wells Fargo Clearing. He has 18 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Wells Fargo Clearing since 2017. 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.

Audrey Dixon is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and previously worked for Edward Jones for six years before joining Wells Fargo in 2016. 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 combines research from the Wells Fargo Investment Institute with third-party analytics and offers a range of brokerage and advisory solutions.

Carlos Cirkovic Von Hubbenet is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and Counter Culture Coffee. 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 and analytics from Wells Fargo Investment Institute.