Malcolm Briggs is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years. In addition to his advisory role, he owns and operates Inertia Petroleum, a fuel supplier business. 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 incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Thomas Sullivan is a CFP® professional with 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. He is based in St. Louis, MO. 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 broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gregg Lippert is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill Lynch. He serves as a co-trustee for a family trust and is a minority partner in a family investment LLC. 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.

James Mcatee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his spouse’s trust and a family friend’s trust, and participates in an investment club based in St. Louis. 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 solutions. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Harlan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he has a land leasing business involving community solar developments. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeanette Schoenberg is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 12 years. Schoenberg serves as a director on the Afton 101 School District Board of Education in St. Louis, MO. 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 incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Lesa Low is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics to support portfolio construction and a range of brokerage and advisory solutions.

Robert Aronson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, Aronson is a musician who performs and records music, including through his involvement with Congregation Temple Israel in St. Louis. 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 significant assets and employs a research-driven approach including diversification principles and modern portfolio theory.

Parker Kirkpatrick is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Huck Bouma and in marketing at Northern Illinois. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Crystal Harris is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She has held positions at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has worked since 2016. Harris holds a Series 66 designation. 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 process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Schulte Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with 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 incorporates modern portfolio theory, serving clients with tailored investment approaches and a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.