Christopher Harwell is a financial advisor with Wells Fargo Clearing in Festus, Missouri, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Edward Jones for seven years before joining Wells Fargo in 2016. Outside of his advisory role, he is co-owner of Chunky Gator LLC, a business associated with a car collection. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large network of advisors and uses research-driven investment approaches, offering both brokerage and advisory solutions.

David Kirkman is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His work history includes roles at Wells Fargo Clearing Services LLC and Associate Staffing, as well as earlier positions at Spring Hill College and Tapawingo National Golf Club. 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 wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.