Deborah Schulz is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016 and Wachovia Bank, N.A. since 2002. 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.

Jon Cockerham is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and several automotive dealerships. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment menu includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gary Boswick is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Clearing in Raleigh, NC. His career includes roles at Wells Fargo Bank and BB&T Investment Services. He serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brandon Camilo is an advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has been with Wells Fargo in various capacities since 2023 and joined Wells Fargo Clearing in 2026. Prior to that, he worked at Pro Imprint, Sprint/T-Mobile, and Farina Neighborhood Italian Restaurant. 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.

Amy Friedrich is a financial advisor at Wells Fargo Clearing in Raleigh, NC. She holds Series 63 and Series 65 licenses and has been in the industry since 2024. Her prior experience includes roles at Wells Fargo Bank, McGriff - Truist Bank, and Syneos Health, LLC. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party databases.

Brittney Obrien is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and Vault Ventures, LLC. Outside of advising, she is involved in fitness services and small business consulting through her ownership interests in O'Brien Enterprises and Endeavor Fitness LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Andrew Burns is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney and co-trustee for family investment-related matters. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Thomas Taylor is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo 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 a range of brokerage and advisory solutions.

Kasaunya Powell is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and has a longer tenure with Wells Fargo Bank, N.A. beginning in 2016. Outside of her advisory role, she is also involved as a Mary Kay beauty consultant. 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 and utilizes research and analytics to support investment decisions.

Edgar Cornejo Chavez is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work includes roles at Wells Fargo Bank, First Citizens Bank, and Ridge Valley Exteriors, as well as employment at Southern Nash High School. 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.

Kevin Sensbach is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Larson Financial Group, and Equitable Advisors. Outside of his advisory role, he is a partner in a vacation rental business in Vermont where he manages maintenance and revenue solutions. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Abigail Devera is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked for First Command in various capacities from 2012 to 2026. 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 array of financial products.

David Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill for six years and Wells Fargo for seven years. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Aaron Landry is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 registrations and has 32 years of industry experience. He previously worked at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory role, he is a managing partner of Southern Family Investments LLC, a real estate holding partnership. 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 large team of advisors and utilizes research and portfolio theory to guide its investment and retirement solutions.

Noah Zaiser is a financial advisor with Wells Fargo Clearing based in Raleigh, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at Fidelity Investments and Southern National LLC. He is also involved with the Crossroads Sexual Assault Response & Resource Center. 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.

Laura Shelburne is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. since 2006. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with a team of more than 14,000 advisors. The firm offers both brokerage and advisory solutions and supports retirement plans with a combination of consulting and discretionary investment services.

Christopher Gray is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at PNC Investments from 2015 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Charlotte Galamb is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. Outside of her advisory work, she performs as a vocalist with Motely Tones in Cary, NC. 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 investment approach 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.

Andrew O Connell III is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Wells Fargo in various capacities since 2015. 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 internal and third-party sources to support investment decisions.

Angela Yates 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. She has been with Wells Fargo Clearing since 2016. 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.