Tucker Schiavoni is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 65 credential. He began his career in the financial industry in 2026 and has previously been associated with Wells Fargo Bank and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has experience working at Noyac Golf Club and attended Roanoke College. 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.

Devin O'Leary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Amazon.com, Inc. and held positions at the University of North Carolina at Charlotte and Kontoor Brands, Inc. He is also involved with Digital Intelligence Systems 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, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Kyle Mazei is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Equitable Advisors and Conway National Bank, as well as involvement with organizations such as Gamecock Moving LLC and The Ripken Experience Myrtle Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Alexandria Atkins is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Her prior work history includes roles at Charter Communications, Enterprise, and Chillis. 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.

Terrell Hegge is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services LLC and Digital Intelligence Systems LLC since 2021. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Yuliana Gonzalez Vega is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds a Series 63 designation and has one year of industry experience. Her prior work includes roles at Keeneland and Relix Bridal, as well as teaching positions at the University of Kentucky and Bluegrass Community and Technical College. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kurt Fellinger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he serves as a trustee for his father’s investment-related affairs in both Chicago, IL, and Davidson, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Paula Griffin is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, bringing three years of industry experience. Prior to joining Wells Fargo in 2018, she worked for four years at White Knight Engineered Products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute along with third-party data to support investment decisions.

Neeharika Kadiri is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Her prior roles include positions at DiSys and The Market Share Group. 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 a range of brokerage and advisory solutions supported by research and analytics, serving clients through a large network of more than 14,000 financial advisors.

Michael Tygielski is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation and has prior work experience at DYSIS and in various roles outside the financial industry, including at Dave's Hot Chicken and the University of North Carolina at Charlotte. 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.

Ethan Hennessy is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience, with prior roles at The Vanguard Group, Vanguard Marketing Corporation, and Wells Fargo Advisors. Outside of finance, he has experience working in the restaurant industry and has held positions at educational institutions including Canisius University and Norfolk Academy. 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 investment policy statement-driven and incorporates modern portfolio theory, with a service offering that includes insurance-related investment options uncommon among large institutional advisors.

Andrew Cheshire is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Wells Fargo in 2022, he spent 16 years at The Vanguard Group. Outside of his advisory role, he works part-time as a sales clerk at a retail store in Matthews, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Matthew Ayer is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and beginning his industry experience in 2025. Prior to joining Wells Fargo Clearing, he worked at DYSIS and the Southeastern Bar. He also has experience in education and hospitality, including serving in the public school system and working at Showmars Restaurant. 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.

Levanza Breeland is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo firms since 2016. Outside of her advisory role, she owns TheConnectionClub.com, a travel-related business, and is a part-owner of 3-D Disco, a Greenville-based event planning venture. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brent Tompkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and accumulating five years of industry experience. His work history includes roles at Digital Intelligence Systems LLC and Wells Fargo Clearing Services, with earlier positions at the University of North Carolina at Chapel Hill and UNC Campus Recreation. 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 uses research and analytics to support diversified investment approaches and offers both brokerage and advisory solutions.

Madison Auton is a financial advisor at Wells Fargo Clearing with one year of industry experience. They hold a Series 63 designation and have previous work experience at DYSIS and MBO Partners. 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 utilizes research and analytics to inform recommendations and offers both brokerage and advisory solutions through a large network of advisors.

Ying Sun is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Ying worked at Northwestern Mutual and Wells Fargo Bank. Before entering the financial industry, Ying spent four years as a homemaker. 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 modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Gabriela Sanchez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo Advisors 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Lorenzo Perez is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and previously worked in staffing and retail roles. Outside of advising, he owns and operates COZY EMANATIONS, LLC, a candle and fragrance retail business. 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 broad network of over 14,000 advisors and offers a combination of brokerage and advisory solutions.

Rodney Brown is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, NYLIFE Securities LLC, New York Life Insurance Company, and First Command Financial. Before entering the financial sector, he worked at The Home Depot for 15 years. 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 options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.