Chad Mickelson is a CFP® with 25 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. He is based in Eau Claire, WI, and holds Series 63 and Series 66 licenses. 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 and analytics with a broad range of financial products offered through its bank and insurance affiliates.

Clint Markin is a CFP® professional with 20 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Markin serves as secretary of the Markin Foundation, Inc., where he participates in meetings related to the museum, marketing, and memorabilia. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Ingrid Kapbardhi is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has been with Wells Fargo 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 from Wells Fargo Investment Institute.