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John C

Series 66

Columbia, SC

Wells Fargo Clearing

John Cain is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and 17 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 serves as a personal representative and power of attorney for family members in investment-related matters. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Andrew B

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Andrew Blackman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Suntrust Advisory Services, Suntrust Investment Services, and Suntrust Bank. He also serves as a power of attorney for family members on investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of advisory services, including retirement plan consulting and investment management, supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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John H

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

John Hodson is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Ryan T

CFP®, Series 63, Series 66

Columbia, SC

Wells Fargo Clearing

Ryan Tidwell is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs 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 data.

Retired Founder/Business Owner
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Vanessa H

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Vanessa Hodgeman is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Bank of America. 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 analytics.

Retired Founder/Business Owner
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Joseph B

Series 66

Columbia, SC

Wells Fargo Clearing

Joseph Bradley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2015 and previously worked at Clemson University and USC Upstate. Outside of his advisory role, he owns ABOVE THE KITCHEN LLC, which develops a phone app designed to create checklists for home or grocery store use. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Harrison M

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Harrison Meltzer is a financial advisor at Wells Fargo Clearing in Columbia, SC, with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to his advisory roles, his work history includes positions at Wells Fargo Bank, Allstate, Aflac, and entrepreneurial experience with Duke's Pad Thai. 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-driven investment approaches with a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Robert S

Series 66

Columbia, SC

Wells Fargo Clearing

Robert Suss is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 17 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Bank NA, Truist Investment Services, Chase Investment Services, and Ameriprise. He is based in Columbia, SC. 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 emphasizing diversification and modern portfolio theory in its approach.

Retired Founder/Business Owner
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Frank R

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Frank Robinson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief tenure at 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
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Gautam S

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Gautam Sikand is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at Wells Fargo Bank, SunTrust Bank, and HSBC Bank USA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to support investment decisions and provides a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Taylor S

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Taylor Streda is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds Series 63 and Series 65 licenses and has been in the industry since 2023, with prior experience at Truist Bank and Fromuth. 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 range of research and analytics to guide investment decisions and offers both brokerage and advisory solutions through a broad platform.

Retired Founder/Business Owner
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Christina B

Series 66

Columbia, SC

Wells Fargo Clearing

Christina Brown is a financial advisor with Wells Fargo Clearing in Columbia, SC. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Morgan Stanley and Morgan Stanley Private Bank. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Emily R

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Emily Reynolds is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has worked in the financial industry since 2022, including positions at First Citizens Bank and Wells Fargo Bank, NA. Prior to her finance career, she was involved in the hospitality sector with roles at Catch 22 Gastropub and Southern Hart Brewing Company. 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 manages substantial assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Tania F

Series 63, Series 66

Columbia, SC

Wells Fargo Clearing

Tania Foster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2020 with a brief period at TF Wealth Advisors, LLC, and previously at Edward Jones and GWFS Equities Inc. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets and serving individual, corporate, and institutional clients. The firm provides a wide range of financial services, including investment advisory, financial planning, and retirement plan consulting, combining research and analytics with brokerage and advisory solutions.

Retired Founder/Business Owner
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Justin L

Series 66

Columbia, SC

Wells Fargo Clearing

Justin Leekley is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and 12 years of industry experience. He previously worked at BB&T Securities, BB&T Investment Services, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources while providing a range of financial products through affiliated entities.

Retired Founder/Business Owner
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Nichole F

Series 66

Columbia, SC

Wells Fargo Clearing

Nichole Fox is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and five years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Thomas G

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Thomas Grim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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 analytics.

Retired Founder/Business Owner
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Jonathan A

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Jonathan Anderson is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses. He has 12 years of industry experience, including 10 years with Wells Fargo Clearing and prior roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Alexander V

Series 63, Series 66

Columbia, SC

Wells Fargo Clearing

Alexander Vicarisi is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Edward Jones, and American Century Investments. 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.

Retired Founder/Business Owner
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Nathaniel B

Series 63, Series 65

Columbia, SC

Wells Fargo Clearing

Nathaniel Brady is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo in various capacities since 2005, including roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 combines brokerage and advisory solutions supported by research and analytics from internal and third-party sources.

Retired Founder/Business Owner
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