Stephen Smith is a Series 66-credentialed financial advisor with 15 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of his advisory role, he serves as a board member of the Wellington Pointe Homeowners Association and acts as executor and administrator for family estates. Wells Fargo Advisors is a national securities firm providing investment advisory, 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Jonathan Hemmings is a financial advisor with Wells Fargo Clearing in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes multiple terms at Wells Fargo entities and six years at Ameriprise Financial Services. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide by providing investment advisory services, financial planning, and retirement plan consulting. The firm leverages research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, while also facilitating a range of financial products through affiliated banks and insurance companies.

Homer Shuler is a financial advisor with Wells Fargo Clearing in Columbus, GA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at Wells Fargo Advisors LLC, Morgan Keegan & Company, LLC, and Citigroup Global Markets. He serves on the finance committee of St. Paul United Methodist Church in Columbus, GA. 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 offers both brokerage and advisory solutions and utilizes research and analytics grounded in diversification principles and modern portfolio theory.

Lori Greeff is a financial advisor with Wells Fargo Clearing in Columbus, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, she was a homemaker from 2012 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances with ERISA fiduciary oversight.

Benjamin Kennon is a financial advisor with Wells Fargo Clearing in Salem, AL, holding Series 63 and Series 65 licenses and having 24 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 advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Green is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds CFP® and several securities licenses, including Series 63, 65, and 66. Green has been with Wells Fargo in various capacities since 2016, including time at Wells Fargo Advisors, LLC. 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 supported by research and analytics from its Wells Fargo Investment Institute.