Dillon Freer is a financial advisor with Wells Fargo Clearing in Belmont, NC, holding a Series 63 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Associate Staffing and Wintergot Inc., a restaurant business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 an investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Francis is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Before joining Wells Fargo, he worked at Uber Technologies and has an educational background including roles at NC State University, Ashbrook High School, and Piedmont Charter Middle School. 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 employs over 14,000 financial advisors.

Matthew Lowe is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2019. His prior roles include positions at RHI General Group, Little Guys Movers, and Sunrun Inc. 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.

Caroline Cowley is a financial advisor at Wells Fargo Clearing with four years of industry experience and holds a Series 66 designation. Her career includes roles at TIAA-CREF Individual & Institutional Services and Randstad, along with other diverse positions prior to entering the financial sector. Outside of advising, she has worked as a delivery driver and participated in online user research surveys. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Douglas Russell is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Premier Transportation and Warehousing Inc. from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Noelle Milestone is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2019, with prior experience at Heafner Financial and SunTrust Advisory Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep programs.

Noah Tatum is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and one year of industry experience. His prior roles include positions at the University of Arkansas at Monticello and Allied Universal Security Services. 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 serves a broad client base with both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

David Ackerman is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Charlotte, NC, and has three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has held positions at Wells Fargo Bank and Citizens Bank NA in prior years. Outside of his advisory role, he serves as the treasurer for Guardians of the Children, a nonprofit organization focused on education. 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. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary in delivering tailored plan solutions.

Andrew Wallace is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles outside of financial services at companies such as iVox Solutions and Advanced Call Center Technologies. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Donal Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63, Series 65, and Series 66 designations and has 16 years of industry experience. Prior to joining Wells Fargo in 2025, he spent ten years at The Vanguard Group. Outside of his advisory work, he assists wheelchair-bound passengers at the airport as a Passenger Service Assistant. 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 a range of brokerage and advisory solutions.

Janaia Clifford is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and four years of industry experience. Her work history includes roles at Us Tech Solutions, Fyzical Therapy and Balance Centers, and Victoria's Secret. 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.

John Taylor is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including The Vanguard Group, Robinhood Financial, and J.P. Morgan. 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.

Briana Echols is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at The Vanguard Group, Take Control Credit LLC, and Randstad. Outside of her financial advisory work, she is a product reviewer for Amazon and TikTok. 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 combines extensive research and analytics with brokerage and advisory solutions across a broad client base.

Chiaheng Chen is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 designations and 28 years of industry experience. Prior to his current role, he worked at Lyft and Wells Fargo Advisors. He serves as Treasurer for the North Carolina chapter of the National Association of Asian American Professionals, where he is involved in budgeting and promoting diversity and professional development. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s investment menu includes a broad range of products such as insurance-related vehicles and bank deposit sweep options.

Barry Kuhn is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at US Tech Solutions and Buffalo Wild Wings, as well as involvement with Penn State University and Artsy Doodle Crafts Studio. 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 operates on a large scale with over 14,000 financial advisors and $671 billion in assets under management, providing both brokerage and advisory solutions.

Amanuel Asrat 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 DiSys, Prosidian Consulting, and Great Wolf Lodge. 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 and analytics.

Ryan Austin is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and one year of industry experience. His prior work includes roles at US Tech Solutions Inc and involvement with several organizations such as the YWCA and the University of North Carolina Charlotte Recreation Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Fink is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at TIAA-CREF and National Gypsum Company. He also has experience outside finance, having worked on an independent film titled Eat Wheaties. 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 IPS-driven approach incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Michael Heinz is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation and has worked at Dexian and Bee Street Advisory Group prior to his current role. Outside of finance, he has held positions at various companies including Marco's Pizza and Amazon. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Lakisha Allen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary and providing discretionary investment options tailored to plan objectives and risk tolerances.