Brian Gonzalez Hernandez is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank and its clearing division since 2020. Prior to his financial industry roles, he worked at Macy’s and The Home Depot. 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 a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Iris Diaz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Outside of her advisory work, she serves as a board member for the City of Brownsville Board of Adjustment and is co-owner of Indigo Gardens Events Center, a local venue for weddings and events. 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 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.

Brenda Dibartolo is a CFP® with 16 years of industry experience, currently serving with Wells Fargo Clearing in Houston, TX. She has worked with various Wells Fargo entities since 2014 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is associated with a family-owned business unrelated to investments. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Odesseas Daramouskas is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses. He has one year of industry experience and has previously worked at several firms including Empower Advisory Group, Frost Bank, and JPMorgan Chase. 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.

Patrick Nuter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, Journeyman Distillery, Wyndham Destinations, Eminence Management, and Michigan State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with diversified investment strategies.

William Hicks Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at JP Morgan Securities LLC for seven years before joining Wells Fargo in 2023. 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 and analytics to evaluate investment options and offers a range of brokerage and advisory solutions across a large platform of advisors.

Christina Wolsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Wells Fargo entities since 2010, including Wells Fargo Advisors and Wells Fargo Bank. 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 IPS-driven approach incorporates modern portfolio theory and includes a diverse range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Aldo Rodriguez is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edward Jones, LPL Financial, MassMutual Life Insurance Company, and Wells Fargo Bank. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Chelsea Daniel is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and totaling 27 years of industry experience. Her work history includes roles at Wells Fargo Advisors LLC and A.G. Edwards & Sons, Inc. Chelsea is based in Houston, TX. 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, using research and analytics to evaluate options based on diversification principles and modern portfolio theory.

Brian Borden is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work history includes roles at Wells Fargo Bank, Bank of America, and positions in real estate and collections. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Troy Horn is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA, Collabera, Texas A&M University, McKesson, and the City of Conroe. 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.

Jessica Padilla is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2025 and also owns Texas Legacy Creations, a party decor business. Her prior experience includes roles at PHP Agency, Wells Fargo Bank, and other organizations. 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.

Jeremy Ginn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, and Merrill. 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 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.

Angel Cruz is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo and JP Morgan in various capacities since 2013. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Rodrigo Martinez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior roles include multiple positions at JP Morgan Chase Bank and J.P. Morgan Securities over nearly a decade, as well as a six-year period at Uber. Outside of finance, he owns and operates a boat rental business in Cypress, TX. Wells Fargo Advisors provides 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.

Nicholas Konecny is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including CitiGroup, PNC Investments, BBVA Securities, and Edward Jones. 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.

Robert Wagner is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience and previously served in the US Army for over 32 years, most recently as Deputy G2 - Intelligence for the US Army Training and Doctrine Command. He is currently transitioning from active duty military service to retirement. 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.

Michelle Mcphie is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory work, she owns and operates a small business specializing in baking and decorating cookies. 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 a large network of advisors and utilizes research from Wells Fargo Investment Institute to inform its diversified investment approach.

Diego Zamora is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Wells Fargo Bank, Powell Watson Insurance, and teaching at Texas A&M International University’s Sanchez School of Business. 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 offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Martin Cantu Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Wells Fargo Bank, NA since 2011 and has been with Wells Fargo Clearing since 2022. 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 investment options such as insurance-related vehicles and bank deposit sweep programs.