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Christina C

Series 66

Charlotte, NC

Wells Fargo Clearing

Christina Crawford is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked with Wells Fargo entities since 2001, including Wells Fargo Advisors, LLC, before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she is a check signer on her spouse’s film and music production business, Short & Tall Productions, LLC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Michael B

Series 66

Charlotte, NC

Wells Fargo Clearing

Michael Berardi is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors. 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 services tailored to plan objectives, demographics, and risk tolerances.

Retired Founder/Business Owner
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Aadhitiya G

Series 63

Charlotte, NC

Wells Fargo Clearing

Aadhitiya Ganeshkumar is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and beginning their career in 2026. Prior to joining Wells Fargo, Aadhitiya worked at Consolidated Planning and has educational experience at Virginia Tech University and in secondary education. 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 brokerage and advisory solutions with an investment approach grounded in research, diversification, and modern portfolio theory.

Retired Founder/Business Owner
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Angela A

Series 65, Series 66

Charlotte, NC

Wells Fargo Clearing

Angela Allen is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Her career includes previous roles at Merrill and First Citizens Investor Services before returning to Wells Fargo Clearing. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Retired Founder/Business Owner
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Joshua H

Series 63, Series 65

Charlotte, NC

Wells Fargo Clearing

Joshua Hudgins is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Wells Fargo Clearing, he worked at The Vanguard Group, Inc. for three years. 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 and third-party sources.

Retired Founder/Business Owner
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Colin B

Series 63

Charlotte, NC

Wells Fargo Clearing

Colin Beagan 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 Vercara, LLC and DYSIS. 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 and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Joseph D

Series 63

Charlotte, NC

Wells Fargo Clearing

Joseph Di Lauro is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and beginning his industry career in 2026. Prior to joining Wells Fargo Clearing, his work experience includes roles at DiSys and Granby Fitness, as well as employment at Walmart and involvement with the YMCA of Upper Palmetto. 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, utilizing research and diversification principles in its investment approach.

Retired Founder/Business Owner
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Garrett S

Series 66

Charlotte, NC

Wells Fargo Clearing

Garrett Snyder is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation. He has less than one year of industry experience, previously working at Merrill and several other organizations including Skybrook Golf Club and Asset Living. 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 and third-party sources.

Retired Founder/Business Owner
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Carlos S

Series 63, Series 65

Charlotte, NC

Wells Fargo Clearing

Carlos Stennis is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and approximately 20 years of industry experience. He has worked at Wells Fargo Advisors LLC since 2011 and Wachovia Bank, N.A. since 2011. Outside of his advisory role, he serves as an assistant chaplain for Trail Life USA, where he teaches biblical lessons. 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-scale, research-driven approach and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Ethan M

Series 63

Charlotte, NC

Wells Fargo Clearing

Ethan Mcduffie is a financial advisor at Wells Fargo Clearing based in Charlotte, NC, holding a Series 63 designation with one year of industry experience. His prior work includes roles at DYSIS 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 combines extensive research and analytics with a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Nathan R

Series 66

Charlotte, NC

Wells Fargo Clearing

Nathan Randall is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has one year of industry experience, having previously worked at Equitable Advisors, LLC. Outside of the financial sector, he has experience working in moving services and retail. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Sweetie F

Series 63

Charlotte, NC

Wells Fargo Clearing

Sweetie Flores is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds a Series 63 designation and has recently begun her career in the industry. Prior to joining Wells Fargo, her background includes positions at Southern Adventist University and Concrete Roses Life Center. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Joseph S

Series 66

Charlotte, NC

Wells Fargo Clearing

Joseph Sriraman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he held positions at PGA Tour Superstore and several universities, including the University of Valencia and the University of North Carolina Wilmington. Wells Fargo Advisors is a national securities firm that offers 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.

Retired Founder/Business Owner
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Rhamel B

Series 63, Series 66

Charlotte, NC

Wells Fargo Clearing

Rhamel Brown is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2012. Outside of his advisory role, he is involved in providing training for body and mind through his part ownership in 360 Student Athlete, a local community-focused organization. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Retired Founder/Business Owner
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Grant B

Series 63

Charlotte, NC

Wells Fargo Clearing

Grant Browne is affiliated with Wells Fargo Clearing and holds a Series 63 designation. He has less than one year of industry experience with prior roles including work at DiSys, PSP Sports, and Edison Prep. He attended Texas Christian University from 2020 to 2024. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Antonio M

Series 66

Charlotte, NC

Wells Fargo Clearing

Antonio Mcdonald is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Watlow, and was involved with the Columbia Housing Authority's Moving Ahead Program. Outside of his advisory role, he has a 50% ownership stake in a bar and lounge called Big Money's Lounge. 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 substantial assets through a large network of advisors and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Alex R

Series 63

Charlotte, NC

Wells Fargo Clearing

Alex Robinson is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 63 designation and has recently started his career in the industry. His prior work experience includes roles at DiSys and Blue Marlin, as well as positions outside the financial sector. 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.

Retired Founder/Business Owner
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Adam B

Series 63, Series 65

Charlotte, NC

Wells Fargo Clearing

Adam Beason is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Digital Intelligence Systems, Walmart, and UPS. 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, relying on research and analytics to guide investment decisions.

Retired Founder/Business Owner
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Joshua J

Series 66

Charlotte, NC

Wells Fargo Clearing

Joshua Jinks 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 Albemarle Corporation, Hilton Hotels & Resorts, and US Grid Wholesale. 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 vehicles and bank deposit sweep options within its investment menus.

Retired Founder/Business Owner
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Nicholas B

Series 66

Charlotte, NC

Wells Fargo Clearing

Nicholas Blackwood is a Series 66-credentialed advisor at Wells Fargo Clearing with one year of industry experience. He previously worked at Equitable Advisors and has a background that includes involvement in education and music activities. Outside of finance, he is a choir member at Providence United Methodist Church and works as a freelance musician. 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 and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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