Luis Esquivel is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2010 and joined Wells Fargo Clearing in 2023. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Kirkpatrick is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding a Series 66 credential and seven years of industry experience. Prior to joining Wells Fargo, he worked at The Glenmede Trust Company, NA for four years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Virginia Davis is a financial advisor with Wells Fargo Clearing in Greenwood Village, Colorado. She holds the Series 66 designation and has 3 years of industry experience. She has been with Wells Fargo Clearing since 2012. Outside of her advisory work, she is a member of W. True Davis Farm, LLC, a family-owned farmland business in Missouri. 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.

Gerald Soucia is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Wells Fargo Clearing and has held prior roles at Key Investment Services and KeyBank. He is based in Greenwood Village, CO. 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 combines proprietary research with third-party analytics and offers both brokerage and advisory solutions.

Robin Clark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 investment approach is IPS-driven and incorporates modern portfolio theory, with a wider range of financial products than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Matthew Bloom is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, he manages a household entity related to facilitating payments for child care services. 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 a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Stephen Avis is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Avis serves as a trustee for multiple family trusts related to estate planning. 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, leveraging research and analytics from Wells Fargo Investment Institute and third-party sources.

Maurice Frilot II is a financial advisor with Wells Fargo Clearing in Centennial, CO, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he assists his mother in managing her health and financial affairs under a power of attorney arrangement. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Angus Dillon is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2006. Outside of his advisory role, he serves as a trustee for a family-related investment entity and is involved with a holding company managing estate-distributed assets. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Common is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 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 IPS-driven and grounded in modern portfolio theory, with a notably broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Christofferson is a financial advisor with Wells Fargo Clearing in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 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 IPS-driven approach is grounded in modern portfolio theory and includes a broader set of investment options such as insurance-related vehicles and bank deposit sweep programs.

Elijah James Brown is a CFP® professional with 14 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Fidelity in various advisory roles. Outside of his financial advisory work, he owns and manages BALDIE LLC, a parent company with subsidiary businesses including vending machine operations. 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 integrates research from Wells Fargo Investment Institute and third-party databases to inform its investment approach.

Matthew Smith is a CFP® professional with 24 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent nine years at Ameriprise Financial Services, Inc. He is based in Highlands Ranch, CO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Dalton Combs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent five years with Starbucks Coffee Company. Dalton is based in Greenwood Village, Colorado. 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.