Eric Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He worked at M&T Securities for 13 years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a large-scale advisory platform, serving over 14,000 financial advisors and managing approximately $671 billion in assets.

Landon Schabes is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Uniqlo, Florida Financial Advisors DBA Tristate Financial Advisors, and The Orchard Restaurant. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes discretionary options with a broader set of financial product offerings than typical for large institutional advisers.

Amit Thakkar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2011 and a brief tenure at Edward Jones in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory 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.

Anthony Palma is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank, NA, Anderson Merchandisers, and several educational institutions including the University of Maryland Global Campus and Prince George's Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Juergen Dietrich is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Advisors and A.G. Edwards & Sons, Inc. prior to his current role. Dietrich is based in Columbia, Maryland. 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 roughly $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Peter Quoie is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Wells Fargo Clearing and previously held roles at JP Morgan Securities, JP Morgan Chase Bank, Charles Schwab, Bank of America, and Merrill. 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.