Mario Walker is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, Regions Bank, BBVA Compass, New York Life Insurance Company, and Family Heritage. 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 broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alain Gardner is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank. 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 approaches.

Robert Nichols is a financial advisor with Wells Fargo Clearing in Cypress, TX, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services with a notable inclusion of insurance-related vehicles and bank deposit sweep options.

Joe Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and having two years of industry experience. His prior work includes roles at Wells Fargo Bank, Starbucks, and the U.S. Marines. 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 more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Peter De Luna is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. for a combined total of over 20 years. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by in-house research and third-party data.

Edwin Rivera is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at JP Morgan Securities LLC and New York Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Frederick Korfeh Tommy is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and bringing three years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Automatic Data Processing (ADP) LLC, and Liberty Tax Service. 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 a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Jarrid Hicks is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Outside of his financial advisory role, Hicks owns and operates Gray Shadow, LLC dba Shoot-Ist, a business involved in the sales and transfers of firearms. 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 through more than 14,000 advisors. The firm combines research-driven investment strategies with a broad range of financial products and services, including consulting and fiduciary solutions for retirement plans.

Justin Boudreau is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016, with a total of 15 years associated with Wells Fargo Bank NA. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Detarius Williams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Bank of America, Merrill, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, 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.

Jonathan Martinez Ramirez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior experience at Belfint, Lyons, & Shuman, P.A., Horty & Horty, P.A., and Goldey-Beacom College. He 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Carlos Perez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Frost Brokerage Services, Comerica Securities, and RBC Capital Markets. 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, operating one of the largest advisor networks in the industry.

Ashleigh Gearhart is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials. She has been with Wells Fargo in various capacities since 2019, including roles at Wells Fargo Bank, N.A., and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Travis Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent eight years at J.P. Morgan Securities and 16 years at JPMorgan Chase Bank NA. 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 approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Esther Tan is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and with 10 years of industry experience. Her career includes roles at JPMorgan Chase Bank, HSBC Securities, and Wells Fargo Clearing. 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 combines research from Wells Fargo Investment Institute with third-party analytics to develop diversified investment solutions.

Ardis Stephens Jr. is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Wells Fargo Bank and Edward Jones. Outside of his advisory work, he has engaged in non-investment activities including employment as a fulfillment associate and food delivery driver. 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 services. The firm’s process is guided by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Akash Patel is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, Prem Supply, LLC, and Royal Liquor. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Justin Galatas is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2013 to 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.

Andres Valdez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Charles Schwab Bank, Region Bank, Verizon Wireless, and other firms. 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.

Christopher Busta is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at JPMorgan Securities LLC for six years and JP Morgan Chase Bank for one year. 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, relying on research and analytics to support its investment approach.