James Chapman is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones and Pioneer Natural Resource USA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Maria Martinez is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA and 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 advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Antonio Almaraz is a financial advisor with Wells Fargo Clearing based in Santa Fe, NM, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Kirkland Federal Credit Union, LPL Financial, U.S. Bancorp Investments, Compass Bank, BBVA entities, and Morgan Stanley. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Edwards is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 approach is IPS-driven and based on modern portfolio theory, serving plan sponsors with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Aileen Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo in various capacities since 2016, including roles at Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions.

Julio Rivera is a financial advisor at Wells Fargo Clearing in El Paso, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Thornburg Investment Management and Thornburg Securities LLC. Rivera also worked as an independent contractor life insurance broker with Family First Life, from which he continues to receive commissions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Malinda Martin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. She is based in El Paso, TX. 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 options. 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.

Laura Hernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Bank and its affiliates since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education.

John Tapper is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Tapper has ownership in a rental property business in Rio Rancho, New Mexico. 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 services grounded in modern portfolio theory and tailored to plan objectives.

Stephen Shaw is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at First Command Advisory Services and Charles Schwab. Outside of his advisory work, Shaw serves as an Army National Guard officer, holds a seat on the board of the El Paso Finance Housing Corporation, and is a managing member of local retail food and coffee businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory and financial planning services, including retirement plan consulting. The firm operates on a large scale with over $670 billion in assets under management and more than 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

David Alvarez is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Liliana Nunez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jose Clinich is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he worked at Wells Fargo Bank, nA and held positions at Academy Sports and Outdoors, Texas Tech University, and Standard Sales. 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 extensive research and analytics.

Joel Orozco is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2011 to 2016. Orozco has also been affiliated with Wells Fargo Bank, N.A. since 2005. 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 grounded in modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Benjamin Rodriguez is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at Bank of America, Merrill, BBVA Compass, and Charles Schwab. Outside of financial advising, he works as an inbound and retention sales specialist for DISH Network. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Cecilia Ward is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she serves as a general partner in the Borderland Business Association, a networking organization based in El Paso, TX. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Lucker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Outside of his advisory role, he oversees a family corn roasting business in El Paso, 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 advice. 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.

Danny Delacruz is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Outside of his advisory role, Delacruz owns a business involved in buying and selling cars. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Ruthie Quintana is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeremy Gauna is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 65 licenses and began his career in the financial industry in 2025. Prior to joining Wells Fargo, he worked in various roles across several industries including automotive and railway. 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.

Tomas Flores Jr. is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Luz Estrella Maylone is a financial advisor with Wells Fargo Clearing in El Paso, TX. She holds Series 63 and Series 65 designations and has one year of industry experience. She has been with Wells Fargo Bank since 2009. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Diana Cazares is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Luis Zapata is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 65 licenses and has experience with Wells Fargo Bank, nA, Lend Nation, and Pizza Hut. 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 uses research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Hiram Gomez is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jesse Limones is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years 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 advisory options. Their investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Guadalupe Murillo is a financial advisor with Wells Fargo Clearing in Las Cruces, NM, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of her advisory role, she owns and manages a rental property in El Paso, 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 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.

Michael Pope is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2013. 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 over 14,000 financial advisors and offers both brokerage and advisory solutions.

Daniel Huerta Gonzalez is a Series 66-licensed financial advisor at Wells Fargo Clearing with three years of industry experience. He has held positions at Merrill, Bank of America N.A., and Wells Fargo Bank. Outside of his advisory role, he serves as a Match Observer for United Soccer Leagues, overseeing game safety and reporting. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Adrian Avelar is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he owns SABEE HOLDINGS LLC, through which he records and edits world travel videos for a YouTube channel. 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.

Ross Salas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, BANK OF THE WEST, and Edward Jones. 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 and third-party sources.

Daniel Smith is a financial advisor with Wells Fargo Clearing in Amarillo, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Sergio Cervantez is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 65 registrations and has been in the industry since 2022, with prior experience at Von Tez and Wells Fargo Bank, N.A. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Pedro Galicia is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and held roles at Wells Fargo Bank NA and Wells Fargo Advisors, LLC prior to that. Outside of his advisory work, Galicia owns an industrial supplies business called Atomotive Advance Technologies LLC, operating under the name Aldebaran Solutions. 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 services. 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.

Jacob Franco is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with LPL Financial from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is grounded in modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

David Arocha III is a financial advisor with Wells Fargo Clearing in San Angelo, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Wells Fargo, he worked at 1st Community Federal Credit Union and has a diverse background including roles outside the financial industry. 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 approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Nicci Churchman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at Merrill and Bank of America. 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 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.

Luis Lozano is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he owns and manages Capital Investments, LLC, a company involved in purchasing land for residential real estate development. 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 management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Montano is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 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 discretionary and non-discretionary investment advisory services. The firm’s 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.

Kim Prinzing is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC. She also has a long tenure with Wells Fargo Bank, N.A., dating back to 1999. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, and participant education. The firm’s IPS-driven process incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with a notable emphasis on insurance-related products and bank deposit sweep options.