Christopher Lehan is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including a long tenure at PNC Investments prior to joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Misty Wilson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. 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 from Wells Fargo Investment Institute and third-party analytics.

John Casey is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2026, he worked at The Huntington Investment Company and Huntington National Bank from 2018 to 2025, and spent six years at Salient Capital Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services 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 modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2018. Outside of his advisory role, Wilhelmy serves on investment and finance committees for local organizations, including Ohio Valley Voices and Old St. Mary’s Church, and is a trustee for The Good Shepherd Catholic Montessori School. He is also a partial owner of a local boxing gym and participates in political activities as a precinct executive for the Hamilton County Republican Party. 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 employs an IPS-driven, modern portfolio theory-based approach and serves as an ERISA fiduciary, with options for both discretionary and non-discretionary plan services.

Joseph Jeffcott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he owns Green Mountain Boys, LLC, a business involved in buying and trading baseball cards, and serves on the finance committee of Cooperative for Education, an organization supporting educational programs. 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 solutions. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options as part of its investment menu.

Caleb Phillips is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Abercrombie & Fitch Corp. and held various roles at companies including Citrin Ohio, LLC and StockX. 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 supported by research from Wells Fargo Investment Institute.

Jeffrey Gensheimer is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations with 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he coaches baseball for Miami Valley Prep MVP Baseball in Dayton, 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, managing approximately $671 billion in assets through over 14,000 financial advisors.

Barbara Johnson is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC for seven years. Johnson is involved in community and educational organizations, including serving on the finance committee of the Northern Kentucky Chamber of Commerce and chairing the investment committee for the Northern Kentucky University Foundation. 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.

Emily Spyrou is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with a two-year period at Merrill from 2022 to 2024. Outside of her advisory role, she is a commissioned notary public in the state of Ohio. 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 approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial product options than many large institutional advisers.

Juliann Scruggs is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she is involved with UPSHIFT and works as a package handler for Amazon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

Ryan Fromm is a CFP® with 25 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 66 licenses and is based in Cincinnati, OH. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, emphasizing an IPS-driven advisory process grounded in modern portfolio theory and acting as an ERISA fiduciary when providing investment advice.

Christina Jimison is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at THE O.N. Equity Sales Company for 26 years before joining Wells Fargo Clearing in 2022. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brady Jeffcott is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Cincinnati, OH. He joined Wells Fargo in 2024 and has prior experience at Cedar Fair Entertainment Company and Loveland City Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

John Gray is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Bank of America and Merrill. Outside of his advisory role, he serves as a bridge engineer in the United States National Guard and is involved with The Barracks Project, supporting veterans and service members through community activities and assistance programs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement consulting, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Karen Levy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and joined Wells Fargo Clearing in 2023. 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.

Steven Frank is a CFP® with 40 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member for the Covington Economic Development Authority and participates in the City of Covington Committee of Form of Government Transition. 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 range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ronald Cross is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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.

Dawn Eldridge is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked for six years at Butler County Education Service Center. 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 across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Aaron Till is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 designations and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

L Calvin Decker is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018. Outside of his advisory role, he works as a delivery driver for DoorDash. 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 variety of brokerage and advisory solutions supported by in-house and third-party research.