Tiffany Stapleton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent two years with Wells Fargo Advisors LLC. 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 investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Alexis Bachicha is a Series 66-licensed financial advisor with nine years of industry experience. Currently with Wells Fargo Clearing since 2023, Alexis previously worked at Edward Jones from 2017 to 2023. 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 provides both brokerage and advisory solutions.

Daniel Dirgo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2009. Outside of his advisory role, he works as a Lyft driver in Aurora, CO. 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 advisory approach is IPS-driven and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Manuel Martinez is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Nathan Matthews is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2026 after 13 years at UBS Financial Services Inc. Outside of his advisory work, Matthews is involved with a donor advised fund, The King’s Purse, which provides grants to charitable organizations, and assists as a trainer with Able Shepherd, a program focused on situational awareness and protective tactics. 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 employs research and analytics to evaluate investment options and provides a broad range of brokerage and advisory solutions.

Kyle Szalay is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Bank, nA, and a period in full-time education. 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 from the Wells Fargo Investment Institute and third parties to evaluate investment options using diversification principles and modern portfolio theory.

Hong Liu is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has additional experience with Wells Fargo Bank and Macy's. Outside of his advisory role, Liu works as a Chinese language tutor. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Drew Farrell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. He has been with Wells Fargo Bank, N.A. since 2010 and joined Wells Fargo Clearing in 2024. 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 IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Poirier is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has been with Wells Fargo since 2026 and is also involved with Polished Events LLC and South Suburban Parks and Recreation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a large network of financial advisors.

Jaimie Auten is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding a Series 63 designation and eight years of industry experience. Prior to joining Wells Fargo Clearing in 2018, Auten worked at Wells Fargo Bank, N.A. since 2016 and was involved in a catering business from 2014 to 2016. Outside of financial advising, Auten owns and operates a travel agent business. 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.

Lauren Ferris is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding Series 66 and Series 63 licenses and eight years of industry experience. Her career includes multiple roles within Wells Fargo and a prior position at American Family Insurance. She has also been affiliated with the University of Colorado Denver for over a decade. 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.

John Magee Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. His prior experience includes roles at Merrill, JPMorgan Chase Bank, J.P. Morgan Securities Inc, and AllianceBernstein. Magee also maintains a real estate license for occasional personal transactions. 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-driven approaches based on diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

Nathan Vandas is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bancwest Investment Services Inc. and Bank of the West. 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.

Scott Inabnet is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including I.M. Financial, Merit Financial Group, LPL Financial, and 1st Global Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options and plan-level discretionary management, serving institutional clients with tailored fiduciary advice.

Alison Castle is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2019, following a two-year tenure at Merrill Lynch and prior experience at the University Technology Office at Arizona State University. Outside of her advisory work, she provides dog sitting services in Seattle. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Rose Consigli is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2008. Outside of her advisory role, she owns and manages a rental property in Centennial, 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.

Dione Carroll is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Wells Fargo, Carroll held roles at First Command Brokerage Services, J.P. Morgan Securities, and T. Rowe Price Advisory Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment selection options.

Anyi Izaguirre Funez is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Bank and Wells Fargo Clearing since 2017 and 2022, respectively. Prior to her financial industry roles, she worked at Macy's Department Store for two years. 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 driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Georgi Gintchin is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2009, including seven years at Wells Fargo Advisors and ten years at Wells Fargo Clearing. In addition to his advisory role, he owns an e-commerce business named Gyatty's Biz. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its diversified investment approach.

Cody Wise is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019 and Wells Fargo Bank, NA since 2013. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.