Todd Baird is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Credit Suisse Securities, J.P. Morgan Securities, Stanford Group Company, and Merrill. He serves as a trustee for a family trust and is involved with a university advocacy foundation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with a nationwide network of over 14,000 advisors.

James Watson is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He previously worked at BOK Financial Securities, Inc., Bokf, NA, and TD Ameritrade. Outside of his advisory role, he co-owns two businesses in Dallas: a CrossFit gym supporting coaches and staff, and a health spa addition to a health club. 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.

John Lord is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing for a total of nine years, with a brief period of self-employment and unemployment between 2021 and 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets through a large network of advisors and uses research and analytics to guide its investment approach.

Laird Johnson is a CFP® professional with 37 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for five years. Outside his advisory role, he acts as a power of attorney for his sister. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, pension funds, and charitable organizations.

Paul Bender is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes nearly two decades at Morgan Stanley in various capacities, followed by roles at Morgan Stanley Private Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services, relying on research and analytics while distributing a broad range of financial products through affiliated bank and insurance entities.

Donna Smothermon is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Janney Montgomery Scott, Morgan Keegan & Company, and Merrill. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Debora Cornwell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has previously worked at CitiGroup for 14 years and Barclays Capital Inc. for one year. 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 employs more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Craig Swann is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Credit Suisse Securities, Banc of America Investment Services, and Morgan Stanley. Outside of his advisory work, 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 serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third parties to support its investment strategies.

Michael Kurilecz Jr. is a CFP® credentialed financial advisor with 21 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory work, he is the CEO and majority shareholder of Southern Style Nuts, Inc., a company producing candy and nuts, and owns a consulting and business acquisition firm, The Mosel Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supplemented by research from Wells Fargo Investment Institute and third-party databases.

Beverly Surratt is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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.

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. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley and WFG Advisors, among other firms. He serves as a member of the City of Farmers Branch Planning and Zoning Commission and as an alternate member of the Farmers Branch Municipal Drainage System Advisory Committee. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Pamela Gothard is a financial advisor at Wells Fargo Clearing with over 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities Inc. and Banc One Securities Corporation. Outside of her advisory role, she serves as the treasurer for the Palos Verdes Home Owners Association in Mansfield, TX. Wells Fargo Advisors is a national securities firm that offers 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 supported by research from Wells Fargo Investment Institute and third-party data.

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 with Wells Fargo Clearing, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes positions at Credit Suisse Securities, UBS Financial Services, and Citigroup Global Markets. She is based in Dallas, TX. 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 Wells Fargo Investment Institute alongside third-party data to support its investment approach.

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 two years of industry experience. He holds a Series 66 designation and previously worked at Power Five Financial, LLC. Outside of advisory roles, he has several years of experience in the food service industry and was involved with the Tyler Association of Soccer Officials. 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 both brokerage and advisory solutions.

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.

Joshua Stultz is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 66 and Series 63 licenses. He has seven years of industry experience, including roles at Wells Fargo Advisors Financial Network and Amazon. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Russell Chaney is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Investments, Banc of America Investment Services, Citicorp Investment Services, SeCU Brokerage Services, and Cuna Brokerage Services. He is a 5% owner and secretary of Gunnersfield Enterprises, a family-owned agricultural property, and serves as a co-trustee for family trusts. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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 at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer of the Christensen Family Foundation and acts as trustee for multiple family trusts. 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 uses research and analytics to support diversified portfolios and provides both brokerage and advisory solutions across a broad client base.

Kyle Merino is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Wells Fargo Clearing in Dallas, TX since 2016. 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 both brokerage and advisory solutions supported by research and analytics.

Bradley Wilson is a CFP® credentialed financial advisor with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Wilson has taught a continuing education course on personal finance at Southern Methodist University and volunteers as a financial literacy instructor for Teen Court in Sarasota, Florida. 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 research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions through both brokerage and advisory platforms.

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 with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services and Wells Fargo bank since 2021, as well as prior experience with GT Entrepreneurs and Abercrombie & Fitch. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Victor Sobers is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Edward Jones for six years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a power of attorney for a family member, dedicating limited time to this responsibility. 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 supported by research and analytics.

James Trousdale is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 63 designation and 23 years of industry experience. He previously spent 12 years at CitiGroup Global Markets Inc. There are no notable outside business activities reported. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating with more than 14,000 advisors and roughly $671 billion in assets under management.