Jairo Silva is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Arturo Miranda is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC. 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 utilizes research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Pablo Garcia Jr. is a financial advisor at Wells Fargo Clearing with 11 years of industry experience, including 11 years at Edward Jones prior to joining Wells Fargo in 2025. He holds a Series 66 designation. Garcia is also applying for a role as an adjunct professor at Texas A&M University in Kingsville, where he plans to contribute approximately 80 hours per month. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samuel Gonzales is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including PNC Investments LLC and Edward Jones. His background also includes roles outside of finance, such as positions in education and the food service industry. 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 IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tomislav Weigand is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Belina Dustin is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, N.A. from 2022. 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.

Jordan Allan is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a three-year tenure at Ameriprise in between. 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 and third-party sources.

Samantha Nunn is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Wells Fargo Bank, EY, Regions Bank, and other organizations. Nunn’s background includes roles in both banking and consulting. 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.

Todd Driscoll is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Cetera Investment Services, Regions Bank, PNC Investments, and BBVA Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Heather Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she manages a rental property in League City, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Painter is a financial advisor with Wells Fargo Clearing in Baytown, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she provides housekeeping services for her parents. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Steve Kowal is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, he owns and manages an e-commerce business through Limitless Offerings LLC. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Alejandro Flores is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held positions at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Flores serves as the mayor of Los Fresnos, TX, and is a member of the city’s planning and zoning committee as well as the Coastal Coordination Advisory Committee. 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 grounded in modern portfolio theory. The firm’s approach includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Tony Knebel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked for The First State Bank for ten years before joining 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 options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Misti Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She previously worked at LPL Financial LLC for six years before joining Wells Fargo in 2022. Flores serves as treasurer for the Brazoswood High School Project Graduation Class of 2026, coordinating and raising funds for class activities. 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 a broad range of assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Lisa Desilets is a financial advisor with Wells Fargo Clearing in Kerrville, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA, where she has been employed since 1998. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven advisory process based on modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Rodrick Fowler is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for five years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he has a 20% ownership interest in Brazoria Power Investors, a business unrelated to investment advisory activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and serves as an ERISA fiduciary when providing investment advice.

Omar Hernandez is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Mass Mutual Investors Services, TIAA, and Edward Jones. 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 emphasizes research-based portfolio construction and a broad range of financial products.

Jesus Maldonado Morales is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 options for discretionary management and a broader range of financial products, including insurance-related vehicles and bank deposit sweep programs.

Robert Hendrix is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Oppenheimer & Co Inc and Robert W Baird & Co. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.