Charles Thomas is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. He previously worked at Edward Jones from 2016 to 2019 and also has experience at Central Piedmont Community College. 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 through a large network of advisors.

Brandon Perkins is a Series 66 licensed financial advisor with five years of industry experience, currently with Wells Fargo Clearing in Charlotte, NC. His prior roles include positions at TD Ameritrade, DiSys, and Charter Communications. He serves as treasurer for the Revels Family Foundation, which provides scholarships. 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 roughly $671 billion in assets across more than 14,000 advisors and provides a range of brokerage and advisory solutions.

Troy Jones is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Bank, NA since 2011 and has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nestor Mendez is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of finance, he owns a painting and cleaning business. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joshua Burrows is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. 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 within its investment offerings.

Omar Radney is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Wells Fargo in 2025, he worked at The Vanguard Group for 12 years and was involved in logistics and trucking businesses through JackRad Logistics LLC and G&O Trucking 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. 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.

Patrick O’Rourke is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and operates a residential powerwashing business in Concord, NC. 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 grounded in modern portfolio theory, serving as an ERISA fiduciary and providing a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Malin Ryan is a financial advisor at Wells Fargo Clearing with one year of industry experience and holds a Series 63 designation. Prior to joining Wells Fargo Clearing, Ryan has held roles at US Tech Solutions Inc and Tropical Grille. Outside of finance, Ryan provides pet care services through Rover. Wells Fargo Advisors is a national securities firm that serves 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 proprietary research with external analytics to support its investment approach.

John Digiovanna is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has additional experience with Wells Fargo Bank and Harris Teeter. Outside of finance, he owns and operates a personal training business in Harrisburg, 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 leverages research and analytics to offer diversified investment solutions and operates on a large scale with over 14,000 financial advisors and roughly $671 billion in assets under management.

Daryl Norman is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory role, he serves as a power of attorney for his mother on investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment searches, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Nicholas Deane is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Disys and Lorick Office Products. 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 sources.

Jennifer Snider is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Morgan Stanley Services Group Inc. from 2016 to 2023. Outside of her advisory role, she has managed digital currency holdings as a sole proprietor. 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 a mix of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Nicholas Gorham is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 credential and one year of industry experience. He previously worked with Principal Advised Services and Principal Securities, providing investment advice related to retirement plan distributions. Outside of his advisory role, he serves as a retirement consultant offering individualized distribution recommendations and has experience in bank product sales. 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 combines research from Wells Fargo Investment Institute and third parties to support diversified portfolio strategies and offers a range of financial products through affiliated bank and insurance entities.

Steven Hatley is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he also works as a driver for Uber and Lyft. 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 from Wells Fargo Investment Institute and third parties to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Stephanie Warren is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors. 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 advice. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mason Milne is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation. He has recently begun his career in the industry, joining Wells Fargo in 2026. Prior to this, his work experience includes various roles outside finance, such as positions at Cheerier Exteriors, Smoothie King, YMCA, Culver's, and Zaxby's. 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.

Brandon Mcintosh 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 Bank of America, Merrill, and Northwestern Mutual, among other firms. 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 through a network of over 14,000 financial advisors.

Khalid Lipscomb is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, and Thrivent Financial. Outside of financial services, he has experience in the catering industry with Something Classic Catering. 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 supported by research from Wells Fargo Investment Institute.

Ruchir Saini is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation. He began his professional career in 2024, including a role at New York Life Insurance Company before joining Wells Fargo Clearing and DYSIS in 2025. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jake Cheatham is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Digital Intelligence Systems, T3 Trading Group, and several educational institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.