Denise Johnson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing and its affiliated entities since 2008. 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 over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Rosenthal is a CFP® with seven years of industry experience. He is currently affiliated with Wells Fargo Clearing and Wells Fargo Bank, N.A., where he has worked since 2023. His prior experience includes roles at UBS Financial Services, Morgan Stanley, JPMorgan Securities, Charles Schwab, and Invesco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Camille Chowdhury is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Wells Fargo Bank, Apple Inc., Children’s Lighthouse of Grand Mission, HoneyMee, and El Camino Community College. 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 combines research and analytics with diversification principles and modern portfolio theory while offering both brokerage and advisory solutions.

Christopher Nagle is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 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. Outside of his advisory role, he holds a 15% ownership interest in KATCH-NAGLE INTERESTS, LLC, which involves oil royalty interests. 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 incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gilberto De La Garza Rodriguez is a financial advisor with Wells Fargo Clearing in McAllen, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Boost Mobile by Extravagant from 2015 to 2018. 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.

Yoana Robles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has professional experience at Wells Fargo Bank, nA, JP Morgan Chase, and Wells Fargo Clearing, spanning roles since 2017. Prior to entering the financial industry, she worked at Taco Bell for two years. Wells Fargo Clearing provides retirement plan consulting to 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment menu offerings.

Jeneil Baird is a financial advisor with Wells Fargo Clearing based in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Jeneil has been associated with Wells Fargo Bank, NA since 2006. She serves as a personal representative and trustee for family estate and trust matters outside of her advisory role. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions across a wide range of financial products.

Miguel Valdez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he spent a combined 20 years. 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 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 menus.

Diana Contreras Perez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, as well as Frost Investment Services and Frost Brokerage Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute alongside third-party data.

Jonathan Aulbert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors, LLC. Outside of his advisory role, he leads clients on waterfowl hunting excursions through his ownership of Bravodog, LLC, and serves as treasurer for the Northgate Men's Golf Association in Houston, TX. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Edgar Cruz Castillo is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Wells Fargo Bank, NA, and Primary Services, as well as a period of self-employment. 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 sources.

Adam Field is a financial advisor with Wells Fargo Clearing in Katy, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and various Wells Fargo entities. Outside of his advisory work, he is a content creator on YouTube. 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 process is IPS-driven and based on modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Carol Whitley is a CFP® professional with 18 years of experience in financial advising. She has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2012 to 2016. She holds Series 63 and Series 65 licenses and is based in Houston, TX. 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 management. 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.

Robert Nelson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Stocktwits dba Trade App and USAA Investment Management Company. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gregory Martinez is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and AXA Advisors. 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 grounded in modern portfolio theory and an IPS-driven process. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Jose Torres is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank, N.A. since 2015. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2021 and previously worked at Chick-fil-A from 2016 to 2021. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sharon Aurich is a Series 66-licensed advisor at Wells Fargo Clearing with 20 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, N.A. Outside of her advisory role, she owns and operates Pixie Interest LLC, a business that creates and sells handcrafted home accessories. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Scott Vlasi is a CFP® professional with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he co-owns and manages VL4SI Properties, LLC with his spouse. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Yordanos Haile is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following prior roles at Wells Fargo Bank, N.A., and ECCO. 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 solutions. 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.