John Lamb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Wells Fargo Bank NA and previous positions in retail and wireless sectors. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides a range of financial products supported by research and analytics from Wells Fargo Investment Institute.

Brittney Stephens is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 credentials and three years of industry experience. She previously worked at James Kyle Brooker and Northwestern Mutual Wealth Management Company. 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.

Scott Heath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Spartanburg, SC. He joined Wells Fargo Clearing in 2025 after seven years at White Cap Construction Supply and five years at the University of South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Brian Szumilas is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 credentials and 26 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Alexander Cuthbertson is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at TIAA-CREF Individual & Institutional Services and The Vanguard Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating with over 14,000 advisors and $671 billion in assets under management.

Adela Coffey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her background includes roles at Raymond James & Associates and Aspen Ski Company, as well as work in educational and club environments. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA 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 and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management.

Melissa Myers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2008. 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.

Danielle Coleman is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked for the Charleston County School District. 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.

Cameron Rudis is a financial advisor at Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank since 2019 and joined Wells Fargo Clearing in 2025, with prior experience at Regal Entertainment Group. 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.

John Kennedy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bb&T Investment Services, Inc. from 2013 to 2017. Outside of his advisory role, he serves as a personal representative for his father. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

Joseph Eubanks is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Justina Germosen is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, employing research and analytics alongside diversification principles and modern portfolio theory.

Karl Ruppert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Advice2Advisors, and UBS Financial Services. He serves as Chairman of the Board for Ballet Palm Beach. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad client base, utilizing research from Wells Fargo Investment Institute and third-party resources to support its investment approach.

Matthew Milligan is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Wells Fargo Bank, nA and Copley Investment Management. Before his financial services career, he worked for the City of North Myrtle Beach for six 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 integrates research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Brian Dunphy is a financial advisor at Wells Fargo Clearing in Columbia, SC, with 33 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Dunphy holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing 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 in its investment approach.

Stephen Fazio is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America, Merrill, Liberty Mutual, Nylife Securities LLC, and New York Life Insurance Co. 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 utilizes research and analytics along with diversification principles and modern portfolio theory in its investment approach.

Thomas Bornaschella is a financial advisor with Wells Fargo Clearing in Columbia, South Carolina, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. 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 and third-party sources.

Sean Buckley is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 following 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank NA since 2013. Outside of her advisory role, she is an assistant store manager at Life Storage, overseeing rental, cleaning, and maintenance of self-storage units. 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 and analytics from Wells Fargo Investment Institute and other sources.

Robert Farish 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 Bank, NA and Wells Fargo Clearing since 2023 and 2026, respectively. His prior experience includes roles at Code and Trust, Sustain Edu, JRS Coding School, and Island Realty. 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.