Dirk Taylor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he has been involved with the Texas Association of Sports Officials since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Lora Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2010. 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 approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Scott Audish is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. for several years. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jeanette Allan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes multiple tenures with Wells Fargo entities as well as Ameriprise Financial Services and Chase Investment Services. 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 leverages research and analytics to support its brokerage and advisory solutions.

Dun Valentin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. He has been affiliated with Wells Fargo Bank, N.A. since 1997. 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.

Charles Neuhaus is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Daniela Chavana is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has held positions at Wells Fargo Bank and Bank of America, accumulating several years of experience in the financial industry. Prior to her advisory roles, she worked at Texas A&M International University. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Francisco Martinez Vazquez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has concurrently worked at Wells Fargo Bank, N.A. since 2014. 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 solutions grounded in an IPS-driven process and modern portfolio theory. The firm includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored investment strategies.

Quincy Harden is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020, following six years at Edward Jons. 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 its investment offerings.

Erik Duran Robles is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Fareedullah Shah is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Emirates Investment Bank, and Noor Bank (now Dubai Islamic Bank). Outside of his advisory work, he also engages in freelance content writing through Upwork. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Smrutil Patel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked within various Wells Fargo entities since 2011, including Wells Fargo Advisors and Wells Fargo Bank NA. 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 analytics.

James Huber is a CFP® and ChFC® with 10 years of industry experience. He is currently with Wells Fargo Clearing Services, LLC, having joined in 2025 after a decade at Edward Jones. Outside of advisory work, he holds a minority ownership interest in an oil and gas ranch where he is involved in cattle raising and leasing for production. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its 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.

Jayson De Jesus Collazo is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Northwestern Mutual Investment Services, and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

James Taylor is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing, he worked for seven years with Harlandale Independent School District. Outside of finance, he teaches music lessons as a substitute music teacher at Guitar Dojo and serves as a music instructor for the Dellview Music Foundation’s summer camp. 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.

Robert Martinez is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Wells Fargo Clearing since 2018 and has been associated with Wells Fargo Bank, N.A. since 2013. 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 its investment offerings.

Michael Schag is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and joined Wells Fargo Clearing in 2023. 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.

Darin Freshour is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Wells Fargo Clearing and previously worked for JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC for nine years. He serves as secretary for the Woodlane Forest Homeowners Association in Conroe, TX. 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, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and offers both non-discretionary and discretionary fiduciary services, with a notable inclusion of insurance-related investment options.

Kay Kelley 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 worked at Wells Fargo Bank, NA since 2018 and previously at Chase Bank from 2016 to 2018. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Joann Bernhart is a financial advisor with Wells Fargo Clearing in Pleasanton, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following roles at 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.