Lyndsey Walters is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked within Wells Fargo entities since 2011, including Wells Fargo Bank, N.A., and Wells Fargo Clearing. 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 roughly $671 billion in assets with a large team of financial advisors and emphasizes a research-driven approach using diversification and modern portfolio theory principles.

Jessica Delany is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she holds a 50% ownership in CASA AMIGOS, LLC. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Laura Jaco is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has worked at Wells Fargo Bank since 2019 and previously spent 25 years at Southwest Airlines. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jazmyn Jackson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She began her career in finance in 2023 and has held various roles across different industries prior to joining Wells Fargo. 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-driven investment strategies with brokerage and advisory solutions.

Bryan Chatman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with Wells Fargo Advisors since 2015 and has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.

Adriana Martinez Cortez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2013 to 2018. Outside of her advisory role, she co-owns Brazos Valley Window Services, a window services and installation company. 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.

Christopher Dickenson is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc., and Northwestern Mutual Investment Management. 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 modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jorge Garcia 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 at Wells Fargo Clearing since 2018, following his tenure at Wells Fargo Bank, N.A. beginning in 2015. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Wright is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, following three years at Capital One Investing, LLC. Outside of his advisory role, he is a landlord in The Woodlands, 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 services. The firm’s advisory process is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Alejandro Valdez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms including Ameriprise, Fidelity Investments, and Charles Schwab. Valdez has interests in real estate through ownership in two LLCs focused on property holdings. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, leveraging research from Wells Fargo Investment Institute and offering a range of brokerage and advisory solutions.

Traci Truett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011 and Wells Fargo Clearing since 2023. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Covell is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 set of financial products including insurance-related vehicles and bank deposit sweep programs.

Christopher Guerrero is a financial advisor with Wells Fargo Clearing in Cypress, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at JPMorgan Securities LLC for six years before joining Wells Fargo Clearing in 2019. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Mukesh Patel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, where he spent over a decade before joining Wells Fargo Bank in 2025. 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 offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Marie Garner is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Wells Fargo Clearing since 2016, WELLS FARGO Advisors, LLC from 2011 to 2016, and Wachovia Bank, N.A. since 2002. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Ray Maccary is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, Bank of America, Merrill Lynch, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm offering investment advisory, 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 applying diversification principles and modern portfolio theory.

Josceline Nave is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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.

Patricia Bonnot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. 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 among its investment offerings.

Saori Inclan is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has seven years of prior experience at First Convenience Bank and joined Wells Fargo in 2025. Before her banking career, she worked five years at Taco Bell. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Blake Dejonge is a financial advisor with Wells Fargo Clearing based in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at New York Life Insurance Company and NYLIFE Securities LLC. 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 proprietary research with third-party analytics to support diversified investment approaches.