Daniel Sobarzo is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, Mass Mutual Investors Services, AXA Advisors, and Texas A&M University. Outside of advising, he is also employed at Comerica Bank in a retail investment-related role. 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 extensive research and analytics.

Robert Mcquillan is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as vice president of a homeowners association in Houston, Texas. 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.

Jacqueline Dewese is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2026 and spent 18 years at J.P. Morgan Securities LLC. Dewese holds a Series 66 license and is based in Houston, TX. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jay Haley is a financial advisor with Wells Fargo Clearing in Houston, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, with prior roles at Wells Fargo Advisors LLC, Wells Fargo Investments LLC, and Banc of America Investment Services, Inc. Jay has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kristopher Partridge is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Wells Fargo-affiliated firms since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Leonid Onyiego is a financial advisor with Wells Fargo Clearing in Houston, TX, holding the Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, LLC, and Chase Investment Services Corp. Outside of finance, he is involved with Maji 4 Life Inc., a nonprofit focused on clean drinking water and water education in Kenya, where he coordinates local experts. 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 combines research and analytics with diversification principles and modern portfolio theory, while providing a broad range of brokerage and advisory solutions.

Deborah Petansky is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo since 2023 and previously held roles at J.P. Morgan Securities and Fidelity Investments. Outside of her advisory work, she assists with administrative duties for a manufacturing business owned by her spouse. 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 uses research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Erika Perez Castillo is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. She is also involved in a family business, Primo W and F Custom Trucks LLC, where she has ownership and participates in financial oversight. 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 supported by extensive research and analytics.

David Mills is a financial advisor with Wells Fargo Clearing in Pearland, TX, holding Series 63 and Series 65 licenses and bringing 30 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, Mills serves as a director for the Galveston Municipal Utility District #14. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Alsharari Rawahneh is a financial advisor at Wells Fargo Clearing based in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America, Merrill, Bank OZK, US Bank, and Huntington National 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.

Benjamin Callahan is a financial advisor with Wells Fargo Clearing in Pasadena, TX, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2011 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a home builder business and a fitness studio in Kemah, TX. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

John Wingate is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 26 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. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Murphy is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rosa Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has been associated with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Jassmin Penado is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. She has been with Wells Fargo Bank since 2019 and has prior work experience in education and entrepreneurship, including roles at Best in Class Education Center, YES PREP Public School, and ownership of Jasmine Beauty Salon. 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 solutions focused on investment policy statement development, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and incorporates a wide range of financial products, including insurance-related vehicles and bank deposit sweep options.

Julio Cavazos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan Chase in various roles. 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 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.

John Montgomery is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2019 to 2024. 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’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Cesar Rivera Villegas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Bank since 2014 and with Wells Fargo Clearing Services since 2019, both based in Houston, TX. 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.

Kevin Scott is a CFP® with 27 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Sealy, TX. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Maria Musgrove is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, NA since 2013. Outside of her advisory role, Musgrove works as a part-time delivery driver for Uber Eats. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.