Matthew Galpert is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds the Series 66 designation and is based in Frisco, TX. 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 roughly $671 billion in assets with a nationwide network of more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Christopher White is a financial advisor at Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation with four years of industry experience. Before joining Wells Fargo Clearing in 2021, he worked at PRGX Global, Inc. for nine years. 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.

Jonathan Joplin is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a web development business focused on small businesses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment 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.

Allison Rhodes is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 16 years. Outside of her advisory role, she owns a business focused on interior design and life coaching and serves as a board member for a homeowners association in El Prado, New Mexico. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Leonard Anshelevich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. from 2010 to 2017. Outside of his advisory role, he serves as power of attorney for his father. 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 includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Veydt is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Chartwell TSC Securities, TriState Capital Bank, and United Planners Financial Services of America. 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 IPS-driven approach incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Duane Bogie is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

William Byers is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is involved in rental property 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 roughly $671 billion in assets across more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

David Nesbit is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 25 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 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank. Outside of his advisory role, he has ownership in a personal trading LLC alongside his involvement in Ryder Properties, LLC. 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 solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s approach includes a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Henry Jordan Jr. is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Steven Shi is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with 27 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 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, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Hien Lai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm that serves 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 Wells Fargo Investment Institute.

Samantha Dunkin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Lilly Belle Market. Additionally, she has been associated with Wells Fargo Bank, N.A. since 2011. 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 options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeffrey Ockwood is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Frisco, TX. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Della Prather is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent nine years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Scott Davidoff is a CFA® charterholder with 28 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following a prior seven-year tenure at Wells Fargo Advisors 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 advisory 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.

Dustin Elo is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Elo serves as treasurer for the Brockdale Homeowners Association and the Allen Indian Guides and Princesses organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gregory Howard is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 50 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 Advisors is a national securities firm providing 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 based on diversification principles and modern portfolio theory.

Juan Villamizar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Hightower Securities, and Fidelity, where he worked for 15 years in various capacities. 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 utilizes research from Wells Fargo Investment Institute along with third-party data to support its investment approach.