Svetlana Champlin is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations. She has been with Wells Fargo since 2023 and has previous experience in the food service industry, including operating Fit and Fast Meals LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting with a range of brokerage and advisory solutions.

Nicholas Burchfield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and with Wells Fargo Bank 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 advisory services. The firm's approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.