Eduardo Arzola is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA, where he spent over a decade. 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.

Kimberly Grant is an advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has experience with Wells Fargo Bank, N.A. since 2015 and joined Wells Fargo Clearing in 2025. Grant previously worked at Molak Corporation in 2019. 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 supports over 14,000 financial advisors with both brokerage and advisory solutions.

Elias Davis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his financial career, he is involved in sports officiating, serving as a football referee with the Texas Association of Sports Officials since 2009 and as a Texas UIL basketball official since 2010. He also co-owns a bakery specializing in pies, cakes, and cookies. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Steve Garcia is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with J.P. Morgan Securities, JPMorgan Chase Bank, and Frost Bank. 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 and analytics from Wells Fargo Investment Institute.

Cornelio Koehler is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, N.A. since 2006. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Evelyn Mendez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has prior experience at Wells Fargo Bank, NA, and Cinemark. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bradley Garnett is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, CUNA Mutual Group, CUNA Brokerage Services, Inc., and JP Morgan Chase Bank. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Jesus Gutierrez Sr. is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. He is also the author of a book on surviving cancer. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Stephen Camilli is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Indus River Ventures. In addition to his advisory work, he is an agent for non-securities insurance products. 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.

Mark Pope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He is based in Boerne, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm’s approach includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Fellesia Reid is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has experience in the financial industry since 2015, including roles at GM Financial and Wells Fargo Bank. 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, employing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Sandra Ricker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 1997 and has been with Wells Fargo Clearing and its affiliated entities since 2011. 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.

Lori Gibson Hynson is a financial advisor with Wells Fargo Clearing in Corpus Christi, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank since 2010. Outside of her advisory role, she serves as assistant treasurer for Alpha Kappa Alpha Sorority Inc. and owns a business specializing in interior design and remodeling. She is also a respite care provider for Foster Care Beacon of Hope. 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 a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Lesley Lozano Perez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. Perez has experience working at Wells Fargo Bank, nA since 2019 and joined Wells Fargo Clearing in 2025. Prior to her current role, she held positions in education and customer service. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Eric Jackson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2015. Outside of his advisory role, he is involved in music production and audio mixing through his ownership of two music-related businesses and has worked as a mystery shopper. 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, supported by extensive research and analytics.

Stella Nkpa is a financial advisor with Wells Fargo Clearing in Katy, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. since 2015. 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 options. 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.

Brian Meeks is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2017, following five years at J.P. Morgan Securities. Outside of his advisory work, he is employed as an overnight sanitation technician at a grocery store in San Antonio. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Santos Herrera is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and one year of industry experience. He has been with Wells Fargo Bank, N.A. 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, employing more than 14,000 financial advisors, and offers a combination of brokerage and advisory solutions.

David Ho is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 29 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. 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Luis Urbina is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. His prior roles include positions at First Command Insurance Services and First Command Advisory Services. Urbina served in the United States Army from 2014 to 2021. 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 process is IPS-driven and incorporates modern portfolio theory, with a focus on plan objectives and risk tolerances.