Jason Knapp is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Morgan Stanley. 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, utilizing research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.

Logan Larivee is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2024. Prior to joining Wells Fargo, he worked at Baird and has a background that includes several years in other industries such as food service and education. 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 approach is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Philip Kinney is a CFP® professional with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Merrill. He is based in Dublin, Ohio. 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 from the Wells Fargo Investment Institute.

Jason Shaw is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at J.P. Morgan Securities and involvement with Three Nails to Freedom MC and Old Jocko Brand. Outside of finance, he serves as an independent pastor in Lancaster, Ohio, officiating weddings and funerals. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Alison Lehman is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. She is based in Dublin, Ohio. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Zachary Wilburn is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018. Prior to that, he was employed at Costco Wholesale for eleven 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Joseph Jesionowski is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at A.G. Edwards & Sons, Inc. for seven years before joining Wells Fargo Clearing in 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 employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Gregory Ruff is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Joseph Panfil is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. 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 provides a range of brokerage and advisory solutions.

Brian Stevenson is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley and Merrill. 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, employing research and analytics grounded in diversification and modern portfolio theory.

Maher Majdalani is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 42 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill, and UBS Financial Services. 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 combines research and analytics with diversification principles and modern portfolio theory while providing both brokerage and advisory solutions.

Julie Kayser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as an assistant coach for the Dublin Coffman High School gymnastics team. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment approaches.

B Fry is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. Their career includes multiple tenures at Wells Fargo Clearing totaling 14 years, as well as a two-year period at Citigroup Global Markets. Outside of advisory work, B Fry serves as a notary public in Sylvania, Ohio. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with a range of brokerage and advisory solutions while operating at scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Ryan Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Fifth Third Securities. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Michelle Graham is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 63 designation and 25 years of industry experience. Her career includes prior roles at Morgan Stanley, Merrill Lynch, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and provides research-driven investment solutions supported by Wells Fargo Investment Institute and third-party analytics.

William Newland Jr. is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019, following seven years at J.P. Morgan Securities. Outside of his advisory work, he is involved with Newland Club Lambs, an enterprise he has been associated with since 2010. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Gregory Brun is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at Wells Fargo Advisors, Fifth Third Private Bank, and PNC Wealth Management. 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.

Geoffrey A. Merl is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He worked at UBS Financial Services from 2003 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he teaches financial strategies for successful retirement at Otterbein University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and discretionary plan-level investment management, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jared Rettig is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His previous work history includes roles at Erie Technologies, Amazon, the University of Toledo, Home Depot, and Owens Community College. 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 uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Joseph Swaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Tyler Donahue is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PNC Investments, PNC Bank, and JP Morgan Chase. He also worked at The Ram Bar & Restaurant from 2016 to 2018. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Derrow is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at E*Trade Securities, Morgan Stanley, J.P. Morgan Securities, and JP Morgan Chase Bank. Outside of his advisory work, he has been involved in property management activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Ryan Bibler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. His career includes prior roles at UBS Financial Services and Merrill. Based in Dublin, OH, he has been with Wells Fargo Clearing since 2018. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Charles Romano is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2015 to 2022. Romano is based in Dublin, Ohio. 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 advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brandon Haney is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. 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 based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Joshua Woodby is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Dublin, OH, and has 21 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at J.P. Morgan Securities for five years. He is also involved with 3 Wood LLC, an outside business activity he has maintained since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Michael Jesionowski is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He previously worked at Nationwide Investment Services Corporation for three years before joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Christopher Tucker is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior work experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Prudential Equity Group. Outside of advisory work, he owns Tucker Family, LLC, a company that leases trucks and trailers. 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 draws on research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Jessica Diemer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Citibank and Morgan Stanley. 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, using diversification and modern portfolio theory to guide investment decisions.

Clayton J. Callahan is a financial advisor with Wells Fargo Clearing in Troy, Ohio, holding a Series 66 designation and 20 years of industry experience. He previously worked at UBS Financial Services Inc. from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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 among its investment offerings.

Christopher Pharis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Vince Finney is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Citigroup Global Markets. Outside of his advisory work, he is involved with the Finney Foundation, which issues grants to various charities, and serves as a committee member of the Liberty 2040 Community Committee focused on local recreational resources. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions supported by a large network of over 14,000 financial advisors.

James Prisby is a CFP® professional with 34 years of industry experience, currently with Wells Fargo Clearing in Dublin, Ohio. His prior roles include positions at several Morgan Stanley entities spanning from 1999 to 2019. He serves on the compensated Board of Trustees for the Bedacht Foundation. 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 combines brokerage and advisory solutions supported by research and analytics.

Matthew Noble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at The Huntington Investment Company. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

April Aschemeier is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 63 designation and bringing 22 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, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm blends research-driven investment approaches with a broad range of brokerage and advisory solutions.

Laith Khalaf is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding CFP® and ChFC® designations and over 25 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years before joining Wells Fargo in 2018. 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 grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Robert Hanson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked 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 both brokerage and advisory solutions across a wide range of financial products.

Lynnette Worstell is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. Her career includes roles at Wells Fargo Advisors, J.P. Morgan Securities, Morgan Stanley, JPMorgan Chase, the Union County Clerk of Courts, and Chase. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Theresa Miller is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 66 designation and 14 years of industry experience. Her career includes prior roles at Morgan Stanley and Edward Jones. She has been with Wells Fargo Clearing since 2020. 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 uses research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.

Mark Hetrick is a financial advisor with Wells Fargo Clearing in Dublin, OH. He holds a Series 63 designation and has 35 years of experience in the industry. His prior work includes roles at Morgan Stanley Dw Inc. and Morgan Stanley & Co. LLC, spanning from 2001 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lindsey Michaelides is a Series 66-credentialed financial advisor with 23 years of industry experience. She is currently with Wells Fargo Clearing, having joined in 2024 following six years at PNC Investments and two years at JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Evan Williams is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Securities and Morgan Stanley. 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 grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Roberto Deleon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 data.