Stefanie Strother is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo entities since 2016. Strother is also the owner of Bellatrix Advisors, LLC, a separate investment-related business based in Parker, Colorado. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Morton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Wells Fargo Clearing 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Cox IV is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Wells Fargo Clearing in various roles since 2013, with a brief period of unemployment between 2019 and 2021. 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 guided by investment policy statements and modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

Jason Minor is a CFP® with 28 years of experience in the financial services industry. He has worked primarily with Wells Fargo Clearing and its affiliated entities since 2003, including a prior role at Prudential Equity Group. Outside of his advisory duties, Minor is a part-owner of rental properties in Colorado. 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 supported by research and analytics from Wells Fargo Investment Institute.

Evans Afriyie is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he is involved with Kharis Care LLC, an agency providing care for individuals with intellectual disabilities, and also serves as a notary public in Aurora, Colorado. 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 incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Carla Leverman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 11 years. 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, performance reporting, and participant education.

Jakob Vachal is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been with Wells Fargo Bank, N.A. since 2014 and Wells Fargo Clearing since 2016. 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 with over 14,000 advisors and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and external sources to support investment decisions.

Ann Brushier is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding Series 63 and Series 66 licenses and has eight years of industry experience. She has been with Wells Fargo in various roles since 2016. Outside of her advisory work, she is involved as a health coach with OPTAVIA and owns a separate business focused on modeling and commercials. 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.

Benjamin Ross is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co. Inc., Charles Schwab, Bankers Life and Casualty Insurance Company, Oxotic LLC, Action Signs, and Fort Collins Dodge. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification and modern portfolio theory principles.

Michael Giavanti is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at various Wells Fargo entities since 2002, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. 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 includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, offering both discretionary and non-discretionary fiduciary services.

Matthew Gnau is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for the Columbus Court Homeowners Association, managing the association’s financial records. 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 services. The firm’s process is grounded in modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jazmin Gonzalez Santillano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2009. 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 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.

Christian Matthews is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. 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 Kersten is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 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.

Zachary Stohr is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked with Wells Fargo in multiple roles since 2021 and has been engaged with Colorado State University Global Campus since 2022. 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.

Helen Colbert De Mooy is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2011. Outside of her advisory role, she has ownership in HTC Holdings LLC, a private business she operates with her spouse. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amber Ussery is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. She has held positions at Wells Fargo Bank, J.P. Morgan Securities, and other financial institutions. Outside of her advisory roles, she has been involved with One Hope Wine. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeremy Mast is a financial advisor with Wells Fargo Clearing in Littleton, Colorado, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2015. Outside of his advisory role, Mast teaches and mentors students in Brazilian Jiu Jitsu at training centers in Denver and Littleton. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rigoberto Lopez is a financial advisor with Wells Fargo Clearing in Colorado Springs, CO, holding Series 63 and Series 66 credentials and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Wells Fargo Bank, NA starting in 2015. Outside of his advisory role, Lopez serves as a notary public in the state of Colorado. 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 and bank deposit sweep options among its investment offerings.

Michael Matthews is a CFP® professional with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Matthews is based in Greenwood Village, CO. 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 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.