David Mulholland is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC beginning in 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and applies research and diversification principles to its investment strategies.

Ashley Williams is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she works as a grocery shopper and delivery driver for Instacart and Spark. 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.

Jacob Miller is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Florida Financial Advisors and has involvement with Miller & Associates, an IT staffing firm where he assists with administrative tasks. 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 combines research and analytics with a broad range of financial products offered through bank and insurance affiliates.

Wilson Kistler is a CFP® professional with nine years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Janney Montgomery Scott, Butler Capital Partners, and other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options within client custodial platforms and provides a range of brokerage and advisory solutions.

Andrew Bryant 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 Clearing since 2019. Prior to that, he worked at Wells Fargo Bank NA starting in 2015 and was involved with Celebrations Catering from 2014 to 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Linda Friend is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Shetal Mckenney is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and nine years of industry experience. She has been with Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. 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 supports over 14,000 financial advisors.

Regina Spehl is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She previously worked at Ameriprise Financial Services and Ameriprise Financial. Outside of her advisory role, she engages in fiduciary activities, including serving as an attorney-in-fact and agent named in health care directives or living wills. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions at scale.

Mikel Trapp Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His career includes roles at Wells Fargo Bank, SoFi Securities, Bank of America, Merrill, and Fidelity Brokerage Services. 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 roughly $671 billion in assets through a network of more than 14,000 financial advisors and employs research-driven investment evaluation based on diversification principles and modern portfolio theory.

Michael Sullivan is a financial advisor with Wells Fargo Clearing based in Columbia, SC. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Newbridge Financial Services Group, Newbridge Securities Corporation, LPL Financial, and Regal Securities. Outside of finance, he owns and operates Two River Home Inspectors, a home inspection business in Hilton Head, SC. 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 research-driven investment strategies with a broad range of financial products offered through affiliated banks and insurance companies.

Wendel Young is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo and Truist in various capacities since 2009. Outside of his advisory role, he serves as a trustee for a family trust with involvement in real estate management. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Andrew Peed is a CFP® professional with 20 years of experience in the financial industry. 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 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.

Ryan Callaham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2017 and has been with Wells Fargo Bank NA since 2013. 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 provides both brokerage and advisory solutions.

Dipali Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2020 and previously spent ten years at Upward Sports. Outside of her advisory role, Patel provides English as a Second Language tutoring through VIP KID. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of advisory and brokerage services, including retirement plan consulting and investment management, supported by Wells Fargo Investment Institute research and third-party analytics.

Michael Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Seth Yates is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. 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 databases.

David Dobbs is a CFP®-credentialed financial advisor with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes two years with Wells Fargo Advisors, LLC. Outside of his advisory work, he acts as a power of attorney for a family member. 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.

Lloyd Hahn is a financial advisor at Wells Fargo Clearing with 40 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. He holds Series 63 and Series 65 licenses. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Derek Hawk is a CFP® professional with 18 years of industry experience, currently affiliated with Wells Fargo Clearing in Columbia, SC. His prior work includes positions at Founders Federal Credit Union, LPL Financial, and Cetera Advisor Networks 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Danielle Held is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, NA since 2010. 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 and manages approximately $671 billion in assets with over 14,000 financial advisors.