Corey Mowen is a CFP®-certified financial advisor with four years of industry experience, currently with Wells Fargo Clearing. His prior roles include positions at Rio Bank, SWBC, and Truist Investment Services. He serves as a finance committee member for University Methodist Church in San Antonio. 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 and analytics from Wells Fargo Investment Institute.

Valeria Salinas is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. She has one year of experience in the industry, including prior roles at Wells Fargo Bank and Woodforest Bank. Before entering the financial sector, she worked in the restaurant industry at several establishments in Houston, TX. 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 manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Scott Shea is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 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 Advisors is a national securities firm offering investment advisory services, financial planning, 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 at a large scale.

Rey Diano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 1991. Wells Fargo Clearing provides retirement plan consulting for 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Luis Pelaez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, BBVA Securities, and Wells Fargo Bank. Outside of finance, he owns and operates HSVE LLC, producing and selling videos about the Need for Speed video game series. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Michael Vega is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, and various BBVA entities. Vega currently works at Wells Fargo Clearing, where he has been 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Maria Rojas is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank NA. Outside of her advisory role, she serves as executor for her parents’ estates, managing related financial disbursements. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Hirsch is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones, JPMorgan Chase Bank N.A., BBVA, Value Bank, and the University of Houston. Outside of his advisory role, Hirsch has a minority ownership in IBOUNCEPR LLC, a party rental business based in Katy, Texas. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Robert Hirsch is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. He is based in Houston, 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Vicente Lopez 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 affiliates since 2014, including his current role starting in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ivan Martinez Olmos is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds a Series 66 designation and has 10 years of industry experience, including seven years at Bank of America prior to joining Wells Fargo. 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.

Troy Spencer is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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 guide its investment approach and offers a range of financial products through its bank and insurance affiliates.

Jessica Santos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo since 2023 and previously held positions in various customer service and educational roles. 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 a large network of advisors and offers both brokerage and advisory solutions.

Liliana Martinez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. She holds a Texas Real Estate License and has worked in real estate alongside her financial advisory role. Martinez’s background includes positions at Wells Fargo Bank, Pennington Reid Residential, JPAR - The Sears Group, and insurance companies such as Allstate and Fred Loya Insurance. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, 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 from Wells Fargo Investment Institute and third-party sources.

Sebastian Castellanos Molina is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he is involved with Sea Masters LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.