Peter Noyes is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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.

Randy Levy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with 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. The firm’s advisory 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.

Daniel Kroll is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory work, he is a landlord of a rental property in Jensen Beach, Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers services supported by research from Wells Fargo Investment Institute and third-party analytics.

Jenisteen Davier is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Wells Fargo Advisors, LLC. Outside of her advisory work, she is a part-time dog walker in Houston, TX. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as managing general partner of a family limited partnership managing his family’s estate assets and acts as executor and trustee for his mother’s estate in Houston, TX. 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 IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

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 been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors 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 offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

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 with 46 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Thacker worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advisory work, Thacker acts as co-trustee of a family trust. 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 in its investment menus.

John Piper is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo firms since 2009. Outside of his advisory role, he serves as president of the Brazoria City MUD #13 board, is a member of the City of Southside Place Planning and Zoning Commission, and acts as treasurer and elder for 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 research-driven investment approach and offers a range of brokerage and advisory solutions supported by extensive analytics and diversified portfolio management principles.

Ollie Harris III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 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 an administrator for his father’s estate and as a trustee for his grandfather’s trust. 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 investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sandra Andrade is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she is the majority owner of SDB Capital Investments, LLC, a non-investment related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary management, and it includes a broader set of financial products than many peers.

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, holding Series 63 and Series 65 credentials and bringing 40 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 power of attorney for his mother. 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 based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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 licensed advisor with 17 years of industry experience, currently with Wells Fargo Clearing. She has worked at various Wells Fargo entities since 2007, including Wells Fargo Advisors and Wells Fargo Bank, N.A. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Marcel Hamburger is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 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 options. The firm’s approach 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.

Aaron Mccubbin is a financial advisor with Wells Fargo Clearing in Richmond, TX, holding a Series 66 designation and nine years of industry experience. He has worked with various Wells Fargo entities since 2005 and had a brief tenure at Raymond James & Associates in 2017. Outside of his advisory role, Mccubbin serves on the board of directors for Fort Bend County Municipal Utility District #143. 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, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Farhood Malek is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Sylvia Sanchez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing 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 investment advice. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 32 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 FINRA arbitrator. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 products and bank deposit sweep options in its investment offerings.

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.