John Ford 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 firms including Resolute Capital, Guardian Life Insurance Company, and Equitable Advisors. Outside of finance, he was involved with Golden State Groundskeeping for six years. 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 supported by research from Wells Fargo Investment Institute.

Treya Hawkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has experience at Wells Fargo Bank, N.A. dating back to 1991 and joined Wells Fargo Clearing in 2026. 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 provides both brokerage and advisory solutions.

Lance Adicks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at First Citizens Investor Services, Northwestern Mutual, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Jonathan Tuggle is a CFP® with 18 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has held prior positions at Wells Fargo Bank, Lakeview Capital Partners, Wachovia Bank, and 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 provides both brokerage and advisory solutions supported by in-house research and third-party analytics.

John Creamer is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at BB&T Securities, LLC from 2013 to 2019. He serves as a finance committee member at St. Andrew Catholic Church in Myrtle Beach, SC. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Lawrence Chapa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at J.P. Morgan Securities LLC and Jpmorgan Chase Bank, with his current position beginning in 2026 at Wells Fargo Bank, N.A., and Wells Fargo Clearing Services, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

David Morris is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo-related firms since 2013. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Sumbera IV is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His work history includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC, and he has been associated with Wachovia Bank since 2009. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Christopher Cabri is a CFP® professional with 29 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2020 and spent 24 years at Ameriprise Financial Services, Inc. Cabri serves as Chair of the Finance & Audit Committee and as an Investment Committee member for The Lander Foundation. He also owns and operates a business providing fishing trips. 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.

Rock Frost is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to his current role, Rock worked at Hilton Resorts Corporation Inc and other companies in various capacities. 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.

Tanshe Caldwell is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 advisory services. The firm’s approach 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.

James Best is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he serves as an investment committee member for the Girl Scouts of South Carolina. 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 broad range of investment options, including insurance-related products and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

April Clark is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing. She has worked at Wells Fargo Advisors and Wachovia Bank, N.A., among other related entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Tijuana Brown is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Thrivent Financial, and Brock and Scott PLLC. 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.

Beth Walters is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Monster Reservations Group. 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.

Evan Ducker is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 registrations. He has been with Wells Fargo Bank, N.A. since 2014 and joined Wells Fargo Clearing in 2025. He is based in Columbia, SC, and has one year of experience as a registered advisor. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

William Lintner is a financial advisor at Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and has previous work experience at Wells Fargo Bank, Woodforest National Bank, and various other positions outside the financial industry. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Geoffrey Stephens is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Bank of America, Merrill, and Principal Life Insurance. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Sean Mccloskey is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at New York Life Securities and several financial publishing companies. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Barry Halpern Jr. is a financial advisor at Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2013. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions through a network of over 14,000 financial advisors.