Aaron Thatcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Investments, Cetera Investment Services, and Waddell & Reed. He serves as a board member for the Hammond Pointe Homeowners Association in Taylors, SC. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Pamela Batson is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior roles include a combined 14 years at Morgan Stanley in various capacities. She is a member of the finance and stewardship committee at First Presbyterian Church in Greenville, SC, where she participates in budgeting and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services 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.

Asa Ramirez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2022. He also has teaching experience at Cowley County Community College from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jordan Lollis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at Center Street Securities, Edward Jones, and Hartness International. 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 a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Francine Bergmann is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley. Outside of her advisory role, she serves as a trustee for her mother. 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 uses research and analytics to guide portfolio construction and offers a wide range of brokerage and advisory solutions.

Claude Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Regions Bank. Robinson is based in Greenville, SC. 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 solutions. The firm’s advisory approach 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.

Angela Charping is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over a decade of experience in the financial services industry. She has been with Wells Fargo in various capacities since 2010, including roles at Wells Fargo Bank NA and Wells Fargo Clearing Services. Based in Greenville, SC, Charping's career is centered on investment advisory and financial services. Wells Fargo Advisors is a national securities firm that provides 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Shawn Glover is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, as well as held academic positions at Furman University, Spartanburg Methodist College, and Anderson University. 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 solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Harry Huntley is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 registrations and possessing 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a 25% owner of Fielder 117, LLC, a private investment related to real estate on Fripp Island, SC. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jbrett Yates is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America for eight years before joining Wells Fargo in 2019. Outside of his advisory role, Yates serves on the Board of Trustees and Finance Subcommittee of the Franklin G Burroughs-Simeon B Chapin Art Museum in Myrtle Beach, SC. 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, utilizing research and analytics based on diversification principles and modern portfolio theory.

Sean Harlan is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Wells Fargo Clearing and has held prior positions at JPMorgan Chase Bank, J.P. Morgan Securities, Legacy Wealth Management, and several other firms. 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 and offers both brokerage and advisory solutions, utilizing research and analytics to inform investment decisions.

Piper Haupt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and three years of industry experience. Piper has been with Wells Fargo Clearing since 2013. 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.

Hunter Burton is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sydney Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo in 2026, Robinson worked at Fluor for six years and Cherry Bekaert for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Raymond Heath is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo in 2016. Outside of his advisory role, Heath serves on the Spartanburg County Commission for Higher Education, where he participates in university advocacy and endowment fund management. 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 a range of brokerage and advisory solutions supported by research and analytics.

Luke Payne is a CFP® with 11 years of industry experience, currently affiliated with Wells Fargo Clearing since 2023. He has held roles with The Vanguard Group and Southeastern Conference since 2015 and 2021, respectively, and has been involved in basketball officiating for over a decade. Outside of his financial advisory work, Payne officiates basketball games as part of the SEC Conference Officiating Consortium. 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 range of brokerage and advisory solutions supported by research and analytics.

Rachel Pace is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jerry Boger Jr. is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he operates a welding sole proprietorship and serves as an advisory board member for a local homeowners association. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

William Murphy is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior work includes tenures at Merrill and Wachovia Securities before joining Wells Fargo Clearing, where he has worked since 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 from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Gregory Downs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, MSI Financial Services, Merrill, and Equitable Advisors. Wells Fargo Advisors is a national securities firm that provides 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Rebecca Lloyd is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Wells Fargo Clearing, Health IQ, Select Quote, Jehm Wealth and Retirement, and earlier, five years at Edible Arrangements. Wells Fargo Advisors is a large 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 backed by research from the Wells Fargo Investment Institute.

Thomas Way is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Cherry Bekaert, LLP. Outside of his advisory role, he serves as treasurer for Camperdown Academy in Greenville, SC, supporting students on the dyslexic spectrum. 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 research from Wells Fargo Investment Institute with third-party data to guide its investment approach.

Patricia White is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Northwestern Mutual Investment Management and Merrill. 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 through a large network of financial advisors and provides both brokerage and advisory solutions.

Kimberly Cordone is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been associated with Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research and analytics.

Daniel Willey is a financial advisor with Wells Fargo Clearing in Greenville, South Carolina, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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, leveraging research and analytics to support its investment approach.

Brian Snyder is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding CFP® and Series 66 credentials with 21 years of industry experience. His prior experience includes roles at Banc of America Investment Services and Ameriprise. 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 range of brokerage and advisory solutions supported by research and analytics.

Justin Boger is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2024, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2024. 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 supported by research from the Wells Fargo Investment Institute.

Stephanie Hafter Lipford is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked for Wells Fargo in various capacities since 2011 and spent four years at Truist Advisory Services Inc. Outside of her advisory role, Lipford serves as a board member for the District Five Foundation, which supports local schools through fundraising and grant awards. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

John Cullen is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 10 years at UBS Financial Services Inc. 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 broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Paula Ann Conti is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Wells Fargo in 2025, she worked at Morgan Stanley for eight years and held positions at Carolina Capital Management and Securian Financial Services. Outside of her advisory role, she serves as a power of attorney and executor for a friend, managing their affairs and estate as needed. 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 advice. The firm’s 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.