Tyler Whalen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at US Bancorp Investments, Inc. and multiple tenures at Wells Fargo-related entities. 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 process is driven by investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michael Kuzik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 30 years of experience with Wells Fargo Bank, N.A. His tenure includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing. 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 providers.

Kristen Lahey is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2000. 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 employs an IPS-driven advisory process grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

David Villafuerte is a financial advisor with Wells Fargo Clearing in Colorado Springs, CO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo subsidiaries since 2009, including 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, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Tyler Stude is a CFP® with 23 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of Family Tree Colorado, where he reviews financial statements and budgets. 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 approach incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Lajoie is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he manages rental property investments in Arizona and Colorado. 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 and manages approximately $671 billion in assets.

Melissa Underwood is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing three years of industry experience. Her prior work includes roles at Wells Fargo Bank, NA, and Whitmore Pest and Wildlife, Inc. She is based in Highlands Ranch, Colorado. 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 menu.

Boni Jiang is a CFP®-designated financial advisor with five years of industry experience, currently working at Wells Fargo Clearing since 2022. Prior to that, Jiang held positions at Thrivent Financial and Thrivent Investment Management Inc. Outside of work, Jiang serves as a finance council member for St. Francis of Assisi Catholic Church in Colorado Springs. 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 from Wells Fargo Investment Institute and third-party sources.

Austin Olds is a CFP®-designated financial advisor with 15 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC for one year. Outside of his advisory role, Olds coaches children’s soccer through Soccer Stars in New York. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Emily Golenzer is a CFP® professional with six years of industry experience and is currently with Wells Fargo Clearing, where she has worked since 2019. Her background includes positions at HBA International and Cost Plus World Market, as well as time spent at the University of Colorado Boulder. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Elizabeth Schlitter is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior experience includes roles at T. Rowe Price and U.S. Bancorp Advisors, and she also works as an independent beauty consultant with Mary Kay Cosmetics. Wells Fargo Advisors serves individual, corporate, and institutional clients by offering investment advisory services, financial planning, and retirement plan consulting, leveraging research from the Wells Fargo Investment Institute and employing diversification principles alongside modern portfolio theory.

Weston Millner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank NA since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep programs.

Ronsy Thomas is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, NA since 2014. 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 proprietary research and analytics.

Ross Keck is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms, including Fidelity Investments, JP Morgan Chase, Merrill, and Bank of America. Outside of advising, he works as a delivery driver for Amazon Flex. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Martin Hajek is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and possessing 38 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 plans 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 than typical for large institutional advisers.

Matt Ziereis is a financial advisor with Wells Fargo Clearing in Centennial, CO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a landlord of a rental property in Denver, CO. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alfred Petross is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018 and previously held roles at Bank of America, Merrill, Enterprise Holdings, and Adams State University. Outside of his advisory role, he serves as a finance professor at Adams State University and owns a business focused on event planning and management. 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 investment menu that includes insurance-related vehicles and bank deposit sweep options.

Angela Kigen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 advice. 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 in its investment menus.

Joseph Green is a financial advisor with Wells Fargo Clearing in Littleton, CO, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, Green works as a driver for Lyft and Grubhub. 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, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Adam Allsop is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Merrill, LPL Financial, and CUNA Mutual Group. He is based in Parker, Colorado. 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 options. The firm employs an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.