John Persons is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he is the owner of Persons Sport Horses LLC, a business focused on investment decisions related to sport horses. 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.

Christopher Mathews is a CFP® professional with 33 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at First Peoples Community FCU and LPL Financial for 15 years. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.