Melita Ingram is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments, Kohl's, Richmond County Schools, and State Employees Credit Union. 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 employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Gibbs is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Vanguard Group, Inc. and TIAA-CREF. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 offerings.

Rodney Russell is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 grounded in modern portfolio theory. The firm’s approach includes IPS-driven processes tailored to plan objectives and offers a broader range of financial product options than many large institutional advisers.

William Jourdan is a financial advisor at Wells Fargo Clearing with a Series 63 designation and less than one year of industry experience. His prior work includes roles at Appalachian State University, Grandfather Golf and Country Club, Lowe's, and Inizios Pizza Napleotana. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brad Arrington is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The Vanguard Group, TIAA, and E*TRADE Capital Management. 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 alongside research-driven investment strategies.

Ashley Hedrick is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining Wells Fargo in 2021, she worked at LPL Financial LLC and The Vanguard Group, Inc. She is also involved with A Marie, a business she has been associated with for 10 years. 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 supported by Wells Fargo Investment Institute research and analytics.

Anthony Carpenter is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Calandra Bryant is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, selling jewelry and accessories. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their 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 investment choices.

Malcolm Crisp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and one year of industry experience. His work background includes roles at Western & Southern Life, Amazon, and various companies in the food service sector, as well as academic experience at Winston-Salem State University. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Ethan Mcdaniel is a Series 66-registered financial advisor with Wells Fargo Clearing in Charlotte, NC, and has six years of industry experience. His prior roles include positions at Auburn University, Shutterfly Inc., RHI General Group, and Office Pride. 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.

Katie Edwards is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at The Vanguard Group, Inc. and Ikea before joining Wells Fargo Clearing in 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Charles Basse is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation. Outside of his advisory role, he coaches youth soccer and manages operations at Strikers Soccer Center in Indian Trail, North Carolina. 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 a broad range of brokerage and advisory solutions.

Donovan Henkel is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Equitable Advisors and has been involved as a baseball coach with The American Legion, coaching high school seniors transitioning to college baseball. 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 includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Ruchika Mays is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Wells Fargo Clearing Services since 2017 and has worked at Wells Fargo Bank, NA since 2013. 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 is based on modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Cardona is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 63 designation and has one year of industry experience. His prior roles include positions at LPL Financial, PNC Bank, and DYSIS, as well as four years at Brevard College. 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 combines in-house research with third-party analytics to support its investment decisions.

Gage Robinson is a financial advisor at Wells Fargo Clearing in Charlotte, NC. He holds a Series 63 designation and has recently begun his career in the industry. Outside of finance, he has experience working at Mile High Skydiving. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wealth management, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Meader is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 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.

Michael High is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors, LLC. Outside of his advisory work, he has a longstanding role as a fresh foods clerk and baker at Harris Teeter in Charlotte, 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep products, and it serves as an ERISA fiduciary when providing investment advice.

Brendan Friss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked in various roles including positions at Robert Half Staffing Agency, Charlotte Marketing Consultants, and Carolina Construction Products. Outside of his advisory work, he operates a sole proprietorship building and selling furniture. 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 employs an IPS-driven approach grounded in modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Ethan Fesperman is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Wells Fargo Clearing in 2018, he worked at Rink & Robinson, PLLC and Associate Staffing. Outside of his financial career, he also serves as an assistant golf professional at River Oaks Golf Club, where he has been involved for over a decade. 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 leveraging research from Wells Fargo Investment Institute and third-party data sources.