Peter Noyes is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1999 to 2003 before joining Wells Fargo Clearing in 2016. 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.

Randy Levy is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016. Prior to that, he was with A. G. Edwards & Sons, Inc. from 2002 to 2008. Levy also serves as a power of attorney and trustee for family-related investment matters. 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 and analytics.

Daniel Kroll is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Wells Fargo Clearing 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Jenisteen Davier is a financial advisor with Wells Fargo Clearing in Houston, TX, holding the ChFC® and Series 66 credentials and bringing 19 years of industry experience. Her prior work includes positions at PRUCO Securities, LLC, Morgan Stanley, and UBS Financial Services. Outside of her advisory role, she works as a part-time dog walker. 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 evaluate investment options, offering both brokerage and advisory solutions.

Yuriy Royzman is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2010 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with options for both discretionary and non-discretionary services, including unique offerings like insurance-related investment vehicles and bank deposit sweep programs.

James Kelley is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. In addition to his advisory work, he serves as managing general partner of a family limited partnership managing the assets of his family estate and acts as executor and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering solutions that incorporate research, analytics, and modern portfolio theory.

Larissa Myers is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at UBS Financial Services from 2009 to 2014. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Daren Dahmer is a CFP® credentialed financial advisor with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent 11 years at Bank of America, NA. 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, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Shannon Thacker is a CFA® charterholder based in Houston, TX, with 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 20 years at Prudential Equity Group, LLC. Thacker also serves as co-trustee of a family trust. 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 a network of over 14,000 financial advisors.

John Piper 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 previously worked at Prudential Equity Group, LLC from 1998 to 2003. Outside of his advisory role, Piper serves as president on the board of Brazoria City MUD#13, is a board member of the City of Southside Place Planning and Zoning Commission, and acts as treasurer and elder at Watersedge Community Church. 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 large network of advisors and uses research from its own investment institute along with third-party data to support its investment and consulting strategies.

Ollie Harris III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for six years. Harris serves as an administrator for his father’s estate and as a trustee for his grandfather’s trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Sandra Andrade is a CFP®-designated financial advisor with 22 years of industry experience, currently with Wells Fargo Clearing since 2016. Her prior roles include positions at Morgan Stanley and its affiliates from 2004 to 2012. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harry Selldin Jr. is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2019, following a decade at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

William Stroud Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked for Prudential Equity Group, LLC for 17 years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, and offers both brokerage and advisory solutions across a broad client base.

Marlonde Pierrelouis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, NA since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erik Littlejohn is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill and Bank of America. He is based in Houston, TX. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Brian Carrion is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to joining Wells Fargo, he worked at PricewaterhouseCoopers, LLP from 2015 to 2018. He is also a licensed CPA in the state of Texas and maintains his continuing professional education credits. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Dana Stewart is a Series 66-credentialed financial advisor with Wells Fargo Clearing in Houston, TX, and has 18 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2007 and joined Wells Fargo Clearing in 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 offers both brokerage and advisory solutions, utilizing research and analytics to support portfolio diversification and investment selection.

Marcel Hamburger is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes positions at Citigroup Global Markets and Hilltop Securities Inc. 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 and employing over 14,000 financial advisors.

Aaron Mccubbin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and holds the Series 66 designation. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at Raymond James & Associates. Outside of his advisory role, he serves on the Board of Directors for Fort Bend County Municipal Utility District #143, overseeing community operations and 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 with more than 14,000 advisors and offers both brokerage and advisory solutions using research-based investment strategies.

Farhood Malek is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a 12-year tenure at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions supported by research and analytics.

Sylvia Sanchez is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds a Series 66 designation and has 11 years of experience at Wells Fargo Clearing, including 4 years in the industry overall. 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 combines research and analytics with diversification principles and offers both brokerage and advisory solutions.

Mark Selldin is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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.

Timothy Holloway is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Holloway also serves as a FINRA arbitrator in New York, a role he has held since 2017. 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 combines research and analytics with a variety of brokerage and advisory solutions, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Houston Steele is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held positions at Bank of America and Merrill from 2015 to 2020. Outside of his advisory role, he has a 20% ownership interest as a limited partner in Lewis Interests Ltd. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.