Ivy Holley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Her prior work includes roles at Wells Fargo Bank, One Main Financial Services, the University of South Carolina, and Juniper. Outside of her advisory career, she has a part ownership interest in a photo booth rental business. 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 proprietary research and third-party analytics.

Logan Schmitt is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Equitable Advisors LLC for one year. Outside of his advisory role, he has been involved with Daniel Island Club and co-founded Mosa Monthly LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to a broad range of clients, including individuals, corporations, and institutions. The firm employs a large network of advisors and uses research from the Wells Fargo Investment Institute along with third-party data to guide its investment approach.

Kurt Murphy is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked in related Wells Fargo entities since 2011. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Martin is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 licenses. He has two years of experience at Wells Fargo Clearing and four years at Wells Fargo Bank, N.A. Prior to his current roles, he was involved in real estate with Jeff Cook Real Estate 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kurt Schroyer is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding a Series 66 designation and 19 years of industry experience. He worked at Merrill for 10 years before joining Wells Fargo Clearing in 2017. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Anthony Polidoro is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has previously worked with CITIGROUP and Truist Investment Services and Advisory Services. Outside of his advisory work, he owns AP Rustic Creations, a handmade leather crafts business based in Moore, SC. 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 operates with a large scale of assets under management and integrates research and analytics to guide its investment approach.

Christine Lewis is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Vincent Sims is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has been with Wells Fargo entities since 2024 and has prior work experience in the entertainment and education sectors. 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 through over 14,000 financial advisors and employs research-driven investment evaluation and diversified portfolio principles.

Corrie Crawford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA since 2009. 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.

David Salinas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Kingswood Wealth Advisors, Benchmark Advisory Services, Benchmark Investments, and Newbridge Securities Corporation. He is based in Columbia, SC. 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, leveraging research from the Wells Fargo Investment Institute and third-party sources.

Peter Wint is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. He has been with Wells Fargo Clearing since 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jason James is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. He has worked at Wachovia Bank, N.A. since 2007 and has been with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 offers a range of services including discretionary and non-discretionary retirement plan management, supported by research from Wells Fargo Investment Institute and third-party sources.

Jorge Sanchez is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Wells Fargo Bank, NA and JP Morgan Securities LLC. Outside of his advisory duties, he is involved with JOGA D'OR, LLC, where he helps review clothing designs. 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 extensive research and portfolio analysis.

Lisa Bell is a financial advisor with Wells Fargo Clearing in Columbia, SC. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Lisa has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she is the sole owner of Bell Property LLC, a business involved in investment-related property activities. 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 data.

Grant Robinson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms including TD Bank N.A., Ameriprise, and Robinson Risk Consulting. Robinson is based in Columbia, South Carolina. 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.

Taylor Seffels is a financial advisor with Wells Fargo Clearing in Columbia, SC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2017. 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 and analytics to support diversified investment strategies.

Vaso Sulkuqi is a financial advisor at Wells Fargo Clearing with three years of industry experience. Prior to joining Wells Fargo, Sulkuqi held roles at LPL Enterprise LLC and Ameriprise. He is registered with the Series 66 designation. 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 a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.