Abel Rodriguez 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. He has worked with Wells Fargo Bank, N.A. since 2018 and previously with Woodforest 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, managing approximately $671 billion in assets with over 14,000 financial advisors.

Jammie Powell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Wells Fargo in 2017, Powell worked at J.P. Morgan Securities from 2012 to 2017. 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 a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christian Sanchez is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2026 and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. His background includes several roles in retail and service industries prior to entering finance. 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, utilizing research and analytics to support investment decisions.

Johneric Bannon is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2019 and Wells Fargo Bank, N.A. since 2016. The firm serves individual, corporate, and institutional clients nationwide, providing investment advisory services, financial planning, and retirement plan consulting. Wells Fargo Advisors manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

John Sowell IV is a financial advisor with Wells Fargo Clearing in Corpus Christi, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves on the stewardship committee of First Baptist Church in Portland, 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Joshua Carr is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and three years of industry experience. He has been with Wells Fargo in various capacities since 2014. His spouse owns an art and merchandise business based in Houston. 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.

Vishnu Bhatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has three years of industry experience. He has been associated with Wells Fargo entities since 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions at a large scale.

Thomas Parrish is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for seven years before joining Wells Fargo in 2023. Based in Houston, TX, Parrish’s career includes positions at major financial institutions. 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 data sources.

Mario Trevino Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank, NA since 2008. He is based in San Antonio, TX. 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 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.

Olindsey Brown is a Series 66 credentialed financial advisor with 15 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, Brown worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of finance, Brown is part owner of a men’s clothing business based in Baton Rouge, Louisiana. 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 research from Wells Fargo Investment Institute and third-party sources.

Ignacio Bonilla Ortiz is a financial advisor with Wells Fargo Clearing in Missouri City, TX, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2014. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sergio Ortiz Villalobos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, Ace Flowers, Chase, and Ruth Chris Steakhouse. He is based in Houston, TX. 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 grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Katherine Cisneros is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her current role, she has been associated with Wells Fargo Bank, NA since 2012. 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 the Wells Fargo Investment Institute.

Falina Mendenall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at Sharebuilder 401k and Capital One Investment Services Corporation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Daniel Ortiz Ceron is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. 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.

Joas De La Paz 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 also serves as a Communications Specialist in the US Army Reserves. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversification principles and modern portfolio theory to support its investment approach.

Ryan Crawford is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations. He has one year of industry experience and previously held positions at PNC Bank and other retail and sales 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 and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

George Bow is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also has a tenure with Wells Fargo Bank, N.A. dating back to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Korissa Rojas is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Bank, NA since 2015. 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 and third-party data.

Jennifer Price is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and with 13 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wells Fargo Bank NA, and Westmark Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside third-party data to evaluate investment options.