Adam Listerman is a financial advisor with Wells Fargo Clearing in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and has experience in healthcare and education sectors. 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.

William Etson is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and Banc One Securities Corporation. Outside of his advisory role, he is a co-owner of a family oil business and serves on the City of Centerville Planning Commission. 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 evaluate investment options and offers both brokerage and advisory solutions across a broad platform.

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 designations and has 29 years of industry experience. Phillips has been with Wells Fargo Clearing since 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Kathye Lanning is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Westminster Financial Advisory Corp and UBS Financial Services. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data, applying diversification principles and modern portfolio theory.

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 at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo Clearing since 2016. Prior to that, she was employed at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory.

Jean Carville is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she serves on the endowment committee for McNicholas High School, where she participates in meetings and helps with donation procedures and investment oversight. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Raymond Scacchetti is a CFP® with 37 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a power of attorney for his mother, overseeing account due diligence. Wells Fargo Advisors is a national securities firm offering investment advisory, 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 from Wells Fargo Investment Institute and third-party sources.

Donna Bostwick is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Wells Fargo Clearing since 2016. Donna also serves as a notary public in Miamisburg, OH. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions and serving a broad client base with diverse financial products.

Benjamin King is a CFP® with 21 years of industry experience currently serving at Wells Fargo Clearing since 2016, with earlier experience at Nuveen Fund Advisors from 2006 to 2008. He holds the Series 66 designation and is based in Cincinnati, OH. 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 and third-party sources.

Sherry Hitch Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Bethany Strunk is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and spent one year at Citigroup, Inc. prior to that. 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.

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, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he serves as power of attorney for his mother. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions with a focus on research-driven investment strategies and diversified portfolios.

William Johnson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, with prior roles at Stifel and Citigroup Global Markets. 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.

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.