Jeff Dinkins is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Frisco, 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Marasco is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2009. 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.

Craig Moen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is an owner of a rental property in Celina, Texas. 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 advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shelley Turner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she assists with family financial matters under a power of attorney. 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 a broad range of investment options such as insurance-related vehicles and bank deposit sweeps.

Tiffany Campbell is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a part-owner of rental properties in Texas and Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jason Tucker is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2010 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 solutions. The firm's approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Christian Brand is a CFP® certificant with 13 years of industry experience, currently practicing at Wells Fargo Clearing in Frisco, TX. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sonja Rogers is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to her current role, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Rogers serves as a board member of the University of North Texas Foundation, where she contributes to discussions on endowment fund spending, governance, and strategic updates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates a range of investment options, including insurance-related vehicles, and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gary Williamson is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, he owns a rental duplex property in Bozeman, Montana. 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 and analytics.

Sally Burnett is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years 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 an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Pamela Peck is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Merrill prior to 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 advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Hustead is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His career includes roles at Wells Fargo Bank, Caliber Home Loans, and First United Bank. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related investment options alongside traditional products.

Sean Jowers Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise and 7 Seas Capital, LLC. Outside of his advisory work, he holds a 50% ownership stake in 7 Seas Capital, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Sean Lewis is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he manages a rental property in Bozeman, Montana. 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 includes a broad range of financial products in its advisory solutions, such as insurance-related vehicles and bank deposit sweep options.

Irshad Sheikh is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for his parents' trust. 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 investment 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.

Evan Taylor is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2026, he spent ten years at UBS Financial Services Inc. and two years at Baylor Surgicare at North Dallas. Outside of his advisory role, he serves as the executor of the David Lawrence Taylor Estate. 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 roughly $671 billion in assets and combines brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute.

Richard Ibarra is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services for seven years. Outside of his advisory role, he is the founder and president of the Richardson Mustang Wrestling Club in Dallas, where he coaches and recruits youth wrestlers. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Rusti Rogger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS Financial Services for 26 years before joining Wells Fargo. 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 both brokerage and advisory solutions.

Scott Wolfe is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo, he worked at UBS Financial Services Inc., Citizens Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. He serves as a military officer in the US Army Reserve. Wells Fargo Advisors is a national securities firm providing investment advisory and financial planning services to individual, corporate, and institutional clients. 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.

Jason Mansur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he owns a home rehabilitation and resale business in Tulsa, Oklahoma. 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 in its investment menus.