Todd Baird is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family trust and is a part owner of several investment-related LLCs. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Watson is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BOK Financial Securities, Inc. and Bokf, Na from 2013 to 2017. Outside of his advisory role, Watson is a 50% owner of MVEMENT LLC, a CrossFit gym supporting coaches and staff, and MVEMENT RX LLC, a health spa addition to the gym. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

John Lord is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, with a brief period of self-employment. Outside of his advisory role, he has a 50% ownership interest in a rental property in Roxbury, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Laird Johnson is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a power of attorney for his sister. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Paul Bender is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan investment services.

Donna Smothermon is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Sandy Morris Financial Services LLC. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Matthew Kimmel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services for seven years and has held positions at Mass Mutual and David Lerner Associates. Outside of his advisory career, he previously managed a bridal business for seven 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 combines brokerage and advisory solutions and utilizes research from its Wells Fargo Investment Institute alongside third-party data to support diversified investment strategies.

Mario Arnal Reveles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Wells Fargo Co., as well as involvement with The University of Texas at El Paso and a logistics services company. Outside of his advisory work, he owns and operates a freight and transportation business, FOREX GLOBAL, LLC. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Kenneth Craven is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Wealth Management for eight years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig Swann is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Treasurer for the Juvenile Diabetes Research Foundation in Dallas and is the Hunting Chairman for West Lake Club, Inc. 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 utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in their investment approach.

Michael Kurilecz Jr. is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is CEO and majority shareholder of Southern Style Nuts, Inc., a candy and nuts producer, and owns a consulting business focused on business acquisition and operations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Beverly Surratt is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

James Heard is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an alternate member of the Farmers Branch Municipal Drainage System Advisory Committee and as a member of the Farmers Branch Planning and Zoning Commission. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Pamela Gothard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for the Palos Verdes Home Owners Association in Mansfield, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. 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.

Michael Carpenter is a financial advisor at Wells Fargo Clearing based in Dallas, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Hodges Capital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.

John D'annunzio is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he co-owns JCLB Holdings LLC, which manages family private investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its advisory services.

Patricia Thompson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. 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 services. The firm’s approach 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.

Paul Cooke is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses with 33 years of industry experience. He previously worked at Citigroup for 12 years before joining Wells Fargo in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Maxwell Meyers is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, following seven years at UBS. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Darren Gothard is a financial advisor with Wells Fargo Clearing in Mansfield, TX, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Studio Movie Grill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Josh Deever is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Power Five Financial, LLC. Outside of finance, he has experience running Cooksy's BBQ and served with the Tyler Association of Soccer Officials. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Latham is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation. He has experience working at H.I.G. WhiteHorse for 16 years and CSG Investments, Inc. for one year prior to joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, incorporating a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Russell Chaney is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee for family trusts and is a part-owner and secretary of a family-owned agricultural enterprise. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

Paula Thibodeaux is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been associated with Wells Fargo Clearing since 2018 and has also worked with Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Steve Christensen is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as treasurer for the Christensen Family Foundation and acts as a trustee for multiple family trusts. 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 services. The firm’s approach 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.

Kyle Merino is a CFP® professional with 14 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, Merino has ownership in a rental property business in Dallas, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Bradley Wilson is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Wilson has taught a continuing education course on personal finance at Southern Methodist University and serves as an investment committee member for Friends of the Dallas Public Library. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alexis Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Alexis worked at Nilsine Partners and has held various roles including positions at Texas Christian University and in community sports and education organizations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach 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.

Jacob Scott is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2025, with prior experience that includes roles at Miramar Holdings and The Meat Shop, as well as academic work at The University of Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory principles.

Ching Eiler is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Bank, N.A., J.P. Morgan Securities, LLC, Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Shivam Patel is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2021. Prior to that, he held roles at GT Entrepreneurs and Abercrombie & Fitch, and he attended the University of Pittsburgh from 2017 to 2021. Wells Fargo Clearing provides retirement plan consulting services for 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 broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Victor Sobers is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Outside of his advisory role, he serves as a power of attorney for a family member in Texas. 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 approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

James Trousdale is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 63 designation and previously worked at CitiGroup Global Markets Inc for 12 years. His other business activities include affiliations with several investment-related entities focused on real estate in Texas. 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 services. The firm’s approach 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.