Lisa Vella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at RBC Capital Markets from 2012 to 2020 before joining Wells Fargo in 2020. Outside of her advisory role, she is a notary public in Albany, Oregon. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kelly Gallagher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Wells Fargo in 2020, Gallagher worked at RBC Capital Markets starting in 2008. Outside of his advisory role, he serves as the head boys golf coach at Crescent Valley Boys High School and is the treasurer of the Good Samaritan Hospital Foundation in Corvallis, Oregon. 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 options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Tyler Childers is a financial advisor with Wells Fargo Clearing in Corvallis, OR, holding a Series 66 designation and 20 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Wells Fargo Clearing in 2020. Childers serves on the finance committee of the Boys and Girls Club of Corvallis, where he advises on asset allocation and approves club finances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Brady Finkenaur is a CFP® and CFA® credentialed advisor at Wells Fargo Clearing with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. 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.

Cullen Recktenwald is a financial advisor with Wells Fargo Clearing in Corvallis, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Randstad USA and was a student at Evergreen State College. He serves as treasurer for Underground Ground of Alcoholics Anonymous, a nonprofit organization in Corvallis. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.