Elba Diaz is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, with a brief employment gap in 2017-2018. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christine Mollohan is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with options including discretionary plan-level investment management and a broader range of financial products than typical for large institutional advisers.

Sean Curley is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. He is based in Greenwood Village, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 investment policy statement preparation, investment recommendations, participant education, and plan benchmarking.

Sarah Sotomayor is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank NA since 2010, including roles at Wells Fargo Advisors and Wells Fargo Clearing. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Isaac Matheny is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at Wells Fargo Bank, N.A. and spent five years at Menards Inc. 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 combines research from internal and third-party sources to provide diversified investment solutions.

William Lecorgne is a financial advisor with Wells Fargo Clearing in Glendale, CO, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, KeyBank, and Ohio University. 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 grounded in modern portfolio theory. The firm’s approach includes investment policy statement development, performance reporting, participant education, and unique inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Debra Lahlou is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 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 Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Julander is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, following seven 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Christina Huynh is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 designations and one year of industry experience. She has previously worked at Wells Fargo Bank and is co-owner of Kitchen Transformed LLC, a kitchen remodeling business in Westminster, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics grounded in diversification principles and modern portfolio theory.

Robert Brennan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 53 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 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Lauer is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 1999. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Darren Bishop is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2018. He previously worked for Ameriprise Financial Services, Inc. from 2009 to 2018. 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 solutions. 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.

Jonathan Zama is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Thrivent Financial, Thrivent Investment Management Inc., Greystar Real Estate Partners, and Griffis Blessing. 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 approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Paul Slater is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab and held various roles including at the University of Denver Advanceme and U-Haul. 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 brokerage and advisory solutions supported by internal research and third-party analytics.

Ted Hamstra is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at William Blair, Bank of America, N.A., and Merrill. Outside of his advisory work, he trades a vintage football card collection through eBay as a personal hobby. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics along with diversification principles and modern portfolio theory.

Matthew Peterson is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC and ongoing employment with Wells Fargo Bank NA since 2006. 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. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Gwen Tyler is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2010, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Bradley Circle is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, previously serving at WELLS FARGO Advisors, LLC from 2013 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 driven by investment policy statements and modern portfolio theory, tailoring services to plan objectives and acting as an ERISA fiduciary when providing investment advice.

Oscar Mejia Melendez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and two years of industry experience. He has worked with Wells Fargo Clearing since 2023 and previously held roles at Wells Fargo Bank, U.S. Bank, and Stearns Bank N.A. prior to joining his current firm. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kimberly Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she works as a sales associate at a retail clothing store and serves as treasurer of the Jefferson Green HOA, where she manages property-related financial approvals. 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 utilizes research-driven investment strategies, providing both brokerage and advisory solutions.