James Panowicz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Helix Financial and Principal Securities Inc. Outside of his advisory work, he serves as the legal personal representative for his father's estate. 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 approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Dan Govier is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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 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.

Anna Sandall is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at U.S. Trust, Bank of America, N.A. from 2014 to 2017. Sandall holds active law licenses with the Kansas Bar Association and Nebraska Supreme Court and serves on the finance committee at St. Cecilia's Catholic Church in Hastings, NE. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, operates with more than 14,000 advisors, and provides a range of brokerage and advisory solutions.

Jeremy Jensen is a financial advisor with Wells Fargo Clearing in Grand Island, NE, holding Series 63 and Series 66 designations and with 29 years of industry experience. His prior roles include positions at Helix Benefits Group, HELIX Wealth Advisors, Principal Securities INC, and Helix Financial. 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 uses research and analytics to evaluate investment options, while offering a range of financial products through its bank and insurance affiliates.