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Brandon K
Series 63, Series 66
Cincinnati, OH
Wells Fargo Clearing
Brandon Knutson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cetera Advisor Networks and Notre Dame Federal Credit Union. In addition to his advisory work, he serves as an executor for a family estate, administering and distributing the estate. 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 research-driven investment evaluation with a broad range of brokerage and advisory solutions.
Tisha C
Series 66
Cincinnati, OH
Wells Fargo Clearing
Tisha Cummings is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2018, with prior roles at UBS Financial Services, Financial Design Group, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of her advisory work, she manages a rental property business. 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-driven strategies and offers both brokerage and advisory solutions across a broad range of financial products.
Christine G
Series 66
Cincinnati, OH
Wells Fargo Clearing
Christine Gebhardt is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo 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 investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Terra C
Cincinnati, OH
Wells Fargo Clearing
Terra Cripe is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding 25 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Alphonse B
Series 63, Series 65
Cincinnati, OH
Wells Fargo Clearing
Alphonse Bautista is a financial advisor with Wells Fargo Clearing based in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent 21 years at PNC Investments. 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 and offers both brokerage and advisory solutions.
Matt K
Series 66
Cincinnati, OH
Wells Fargo Clearing
Matt Kline is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Investment Management for 23 years. Outside of his advisory role, he is a partial owner of Blue Buck, LLC, which operates Elk Creek Hunt Club & Resort, a sporting clays, lodging, and events facility in Kentucky. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related products and bank deposit sweep programs.
Madison H
Series 63, Series 65
Cincinnati, OH
Wells Fargo Clearing
Madison Hartley is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wells Fargo Clearing, Madison worked at RGBSI Aerospace and attended Wittenberg University. 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, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.
Lia S
Series 63, Series 65
Cincinnati, OH
Wells Fargo Clearing
Lia Schnell is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She worked at AXA Advisors, LLC from 2016 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services 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 databases.
Edward R
Series 63, Series 66
Cincinnati, OH
Wells Fargo Clearing
Edward Reiser is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at PNC Investments for 12 years before joining Wells Fargo in 2025. 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 more than 14,000 financial advisors. The firm utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across various financial products.
Doris C
Series 63
Cincinnati, OH
Wells Fargo Clearing
Doris Candito is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 42 years of industry experience. She previously worked for Coastal Investment Advisors, Inc. for 10 years before joining Wells Fargo Clearing in 2021. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.
Christopher D
Series 63, Series 65
Cincinnati, OH
Wells Fargo Clearing
Christopher Desimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and manages an organic vegetable farm and serves on the finance committee of Cincinnati Public Radio. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
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