Marshall Garrett is a financial advisor with Wells Fargo Clearing in Columbia, SC. He holds the Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Wells Fargo, he worked at Vanguard for three years and has held roles in marketing and catering. 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.

Caleb Greene is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 designations. Outside of his advisory role, Caleb owns and operates Midnight Kitchen, a home-based business producing seasonal and specialty foods. 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.

Tina Bryant is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. from 2012 to 2022. 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 broad range of brokerage and advisory solutions.

James Cox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at Wells Fargo Bank, N.A. since 2022 and has prior experience in the beverage and restaurant industries. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm uses research-driven investment strategies and offers both brokerage and advisory solutions across a large network of advisors.

Philip Mcmurray is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors and Wachovia Bank. Outside of his advisory role, he serves on the Budget and Finance Committee of Clinton First Baptist Church. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Paul Vallee is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. 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 in-house research and third-party analytics to offer brokerage and advisory solutions across a broad range of financial products.

Andrew Smith is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo, he worked at Keller Williams Elite and has experience in real estate and pharmacy sectors. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Anthony Delgado is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the downtown Denver office as part of the Stults Livran Group. He collaborates with families, individuals, and business owners to develop customized investment strategies aimed at helping clients pursue their financial goals. His approach involves listening closely to clients to understand their financial priorities, current situation, future objectives, and any concerns. Anthony holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Colorado State University and is involved in professional organizations such as the CSU Alumni Association and the Denver Athletic Club. He is also committed to community engagement, volunteering with local organizations as part of Merrill's tradition of community participation.

Wilson Stokes is a Series 66 licensed financial advisor with nine years of industry experience, currently with Wells Fargo Clearing since 2024. Prior to this, he worked at Edward Jones for seven years and has additional experience outside the industry. 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 research from Wells Fargo Investment Institute and third-party databases.

Jason Hayes is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo-affiliated firms since 2014. 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.

Steven Slattery is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Nathan Fancher is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, New York Life Insurance Company, and Encore Producer's Group. Before his advisory career, he held positions in education at Georgia Southern University, East Georgia State University, and Harrison High School. 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 offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Patrick Sutton is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Kestra Investment Services and was involved with Curiosity Inc. dba BRIGHT+CO for over a decade. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, with a focus on research-driven investment solutions and a broad range of financial products.

Larry Tarleton is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing 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.

Daniel Oldland is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and has worked at Wells Fargo Bank NA since 2013. Outside of his advisory role, he is a business manager for a family-related graphic design freelance service. 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 combines research from internal and third-party sources to offer brokerage and advisory solutions, servicing a broad client base including pension and charitable organizations.

Scott Lang Jr. is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding CFP®, Series 63, and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank NA since 2014. 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.

Elliot Honan is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes roles at Wells Fargo Bank and Wells Fargo Clearing since 2019, as well as experience in the hospitality and franchising sectors. 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.

Jack Roslonek is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding the Series 63 and Series 65 credentials and having one year of industry experience. His prior roles include positions at Fidelity Investments, New York Life Insurance Company, and Southwood Realty. Outside of finance, he was involved with Beers and Lanes Landscaping for five years. 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 utilizes research from Wells Fargo Investment Institute and third parties to support its investment strategies.

Spencer Skiff is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mantei & Associates, Centaurus Financial, and The Reserve Club, and he has experience as a professional golfer. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a combination of brokerage and advisory solutions.

Lloyd Hahn IV is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at UPS and the University of South Carolina. Outside of his advisory role, he is involved with The Rainbow Fund, a family-owned private board that evaluates charitable opportunities in the Pee Dee region, and serves as a golf coach at Charleston Day School. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.