Vincent Marsh is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Wells Fargo affiliates since 2009, including Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm managing roughly $671 billion in assets with over 14,000 advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Thai Nguyen is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Joseph Rahall IV is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to that, he worked at SunTrust Advisory Services, Truist Investment Services, BB&T Investment Services, and Edward Jones. 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, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Megan Breneman is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations and has 23 years of industry experience. 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 services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mibenge Sumaili is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at Wells Fargo Bank, Select Quote, Graceway Logistics, and First Citizens Bank. 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.

Susan Baroch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Millville, Delaware. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael John Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank, nA since 2018 and joined Wells Fargo Clearing in 2025. Prior to his financial industry career, he worked at Peak Performance Nutrition Center from 2017 to 2018. 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.

Donte Maith Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Uber, and Instacart. 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 combines research from Wells Fargo Investment Institute with third-party analytics to inform its investment approach.

Steven Gonzalez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior work experience includes roles at Door Dash, Spirit Halloween, Wells Fargo Bank, and Hoyt's West Nursery Cinemas. 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.

Nancy Sheerin Floros is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wachovia Bank, and Citigroup. 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 a large-scale approach with over 14,000 advisors and $671 billion in assets under management, offering brokerage and advisory solutions supported by research and analytics.

Derek Johnson is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors, LLC since 2019, having also worked at Wells Fargo Bank, NA since 2014. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Williams Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Bank, BDS Solutions, and American Force Coffee Co. 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 and analytics to inform investment decisions.

Ana Cortez Molina is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank and Advance Auto Parts, among other roles, with a total industry experience of less than one year. Molina has also been involved in work at Auroras Hair Design and the Pittsburg Institute of Aeronautics. 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.

Nathan Chen is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and three years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James & Associates. 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 combines research and analytics with diversification principles and modern portfolio theory to serve its clients.

Christopher Maynard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2012. 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 options tailored to plan objectives and risk tolerances.

Shannon Peterson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns a rental real estate holding company with her spouse. 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 and tailored to plan objectives and risk tolerances.

Edith Bonilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work history includes positions at J.P. Morgan Securities, JP Morgan Chase Bank, and Bank of America. In addition to her advisory work, Bonilla owns and operates a cosmetics business specializing in cosmetic tattooing. 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 combines internal research and third-party analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

Christopher Obrien is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 and four years of industry experience. He has held multiple roles within Wells Fargo and its affiliates since 2016. Outside of his advisory work, he has occasionally worked as a delivery driver for DoorDash. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jacob Pliner is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for four years. Outside of finance, his background includes roles in food service and physical therapy. 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 combines research-driven, diversification-focused investment approaches with a broad range of brokerage and advisory solutions.

Michael Beaumont is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is also an executor for his grandmother’s estate, a role he performs outside of his advisory work. 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 approach 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.