Adam Listerman is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and held positions at the University of Louisville and University of Louisville Hospital. 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.

William Etson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of finance, he is a co-owner of a family oil business and serves as a board member on the City of Centerville Planning Commission, where he reviews development applications and enforces land use ordinances. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Jeffrey Zeigler is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously spent 27 years at The Huntington Investment Company. He is based in Cincinnati, OH. 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.

James Phillips is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including over 17 years with Wells Fargo-affiliated firms. 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 research and analytics.

Kathye Lanning is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support its investment approach.

Jennifer Eberhard is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Fidelity Investments and operated Vincenzo's Ristorante for 17 years. Outside of her advisory role, she is involved in retail sales at Party Source, working in the wine department. 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 in its offerings, including insurance-related vehicles and bank deposit sweep options.

Cynthia Armstrong is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates Inc. and Merrill. Armstrong served on the Avon Board of Education from 2011 to 2019. 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 advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Carol Constable is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than many peers, including insurance-related vehicles and bank deposit sweep options.

Jean Carville is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Wells Fargo Advisors from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, Carville serves on the endowment committee for McNicholas High School, where she participates in meetings and assists with donation procedures and marketing efforts. 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 process is guided by investment policy statements and modern portfolio theory, with an emphasis on tailored solutions and a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Raymond Scacchetti is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. His outside activities include serving as a power of attorney for investment-related matters for his mother. 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 guide investment selection and offers a range of brokerage and advisory solutions.

Donna Bostwick is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. In addition to her advisory role, she serves as a notary public in Miamisburg, Ohio. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory.

Benjamin King is a CFP® with 21 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. He holds the Series 66 designation and is based in Cincinnati, OH. 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 through a large network of more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Sherry Hitch Thomas is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 offerings.

Bethany Strunk is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her prior work includes roles at Citigroup and Mary Kay. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services such as investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions while utilizing research and analytics to guide investment decisions.

Kevin Chapin is a financial advisor with Wells Fargo Clearing in Cincinnati, OH. He holds the CFP® and Series 66 designations and has seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Randstad US LLC and the University of Kentucky. He is a 50% owner of The Yellowstone Group, LLC, where he manages income and expenses related to the property. 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.

Eric Campman is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio, holding Series 63 and Series 65 registrations and with 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years at Wells Fargo Advisors. Outside of his advisory work, he serves as power of attorney for his mother. 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 Wells Fargo Investment Institute and third-party sources.

William Johnson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Joseph Candito is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Fidelity Brokerage Services from 2014 to 2018. 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 process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Brandon Barker is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lifestylez Productions and UK College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and acting as an ERISA fiduciary. The firm’s approach includes both discretionary and non-discretionary services tailored to plan objectives and offers a broader set of financial product options than typical for large institutional advisers.

Brooke Barker is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Procter & Gamble. Brooke spent nine years in full-time education before beginning her advisory career. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.