Laura Salaburu is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 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 services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Howard Lorch is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. 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 external sources.

Armando Garza is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2022. Outside of his advisory role, Garza has held part-time positions at Helzberg Diamonds and Talbots, assisting with sales support and stock processing. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Holloway is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2026, following over a decade at Wells Fargo Bank, NA. 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.

Leonel Tejada is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2014. 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 investment 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.

Preetinder Kaur is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Diego Moreno is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and BBVA USA. Outside of his advisory work, he is involved in business activities including ownership in Liz Group, LLC, and DM Legacy, LLC. 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.

Melinda Dupler Whitmire is a financial advisor at Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 designations and has been with Wells Fargo Bank, N.A. since 2012. Whitmire joined Wells Fargo Clearing in 2025. 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.

Babak Seyedain is a CFP® credentialed financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Houston, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and external sources.

Michael Hopper is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2015. Wells Fargo Advisors is a national securities firm that provides 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 with over 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

Mark Musgrove is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC, and has worked at Wells Fargo Bank, N.A. since 1999. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics grounded in diversification and modern portfolio theory to guide investment decisions.

Noah Stubblefield is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at GWFS Equities, Osaic, and Wells Fargo Bank, among others. He has experience outside finance through positions at Air Dynasty A/C and Heating LLC and in the United States Marine Corps. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages roughly $671 billion in assets and uses research from Wells Fargo Investment Institute along with third-party databases to guide investment decisions.

Crystal Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has worked at Wells Fargo Clearing and LPL Financial in various capacities since 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Amanda Estrada is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 licenses. Outside of advising, she is a commissioned notary public in the state of Texas. 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.

Marianne Makari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has also worked with Wells Fargo Bank, N.A. since 2014. 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 advisory approach is IPS-driven and incorporates modern portfolio theory, providing customized solutions that include insurance-related investment vehicles alongside traditional options.

Howard Williams Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2018 and previously held roles at Salient Capital, L.P., Salient Capital Advisors, LLC, and Salient Partners, L.P. between 2016 and 2017. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Diana Cortez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing since 2020 and has been employed with Wells Fargo Bank, NA since 2014. Prior to her current role, she was associated with Pandora by Reeds in 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 solutions. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Victor Cisneros is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and having seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has 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 discretionary and non-discretionary investment advisory solutions. 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.

Eric Aldape is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2026, he worked at JP Morgan Securities and JP Morgan Chase Bank from 2014 to 2026, as well as at Frost Investment Services and Frost Brokerage Service from 2019 to 2020. 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 combines research from the Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification and modern portfolio theory principles.

Ruben Galvan is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. He has experience across several firms, including Bank of America and Comerica, with a career spanning roles in both banking and financial services since 2019. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support client portfolios and offers a broad range of brokerage and advisory solutions.