Olivia O’Bryan is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial, Waddell & Reed, and Mass Mutual. In addition to her advisory role, she has been involved with Clark and Meiss Group LLC since 2020. 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 advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steven Golber is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is based in Iowa City, IA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 incorporates modern portfolio theory, with options for discretionary management and a broader set of financial products than typical institutional advisers.

Tad Stolley is a financial advisor with Wells Fargo Clearing in Coralville, IA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He worked at Edward Jones from 2005 to 2018 before joining Wells Fargo Clearing in 2018. Outside of his advisory role, Stolley is a lessor of a rental property in Swisher, Iowa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many large institutional advisers.

Karen Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. Her prior roles include 11 years at RBC Capital Markets Corporation. Outside of advising, she owns a retail sales business called The Backstitch in Elkader, Iowa, and serves as a trustee for both her son's and mother's investment trusts. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions at scale.

James Higgins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Higgins serves as president of the Island Pointe Owners Association in Lake Delton, WI, and is a member of the investment committee for the Kirkwood Community College Foundation. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Ronda Baty is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and co-owns an electrical services business with her spouse. 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 solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.