David Mann is a financial advisor with Wells Fargo Clearing in Huntsville, AL, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2026. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jason Schrimsher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley. He serves on the advisory board for the Make-A-Wish Foundation of Georgia/Alabama. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support its investment strategies.

Philip Searcy is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he served five years at the US Army DEVCOM Aviation and Missile Center and worked four years at General Electric Aviation. He holds a Series 66 designation. 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.

Nicholas Damron is a financial advisor with Wells Fargo Clearing in Huntsville, Alabama, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley, WaveLink, Inc., and MCR Federal, LLC. Outside of his advisory role, he is involved in youth ministry leadership, where he leads Bible studies, group outings, and mentorship development. 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, using research and analytics grounded in diversification principles and modern portfolio theory.

Michael Dykes is a financial advisor at Wells Fargo Clearing in Huntsville, AL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. 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 with more than 14,000 financial advisors and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

G Scott Newsom is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he operates a horse farm in Hazelgreen, Alabama. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Miles Stumb is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has four years of industry experience, including prior roles at UBS Financial Services and The Retirement Advantage, Inc. 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 in its investment menus.

Lee Ann Riddle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with a prior nine-year tenure at UBS Financial Services Inc. In addition to her advisory work, she serves as a Notary Public, notarizing documents for clients. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Chancellor is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to his advisory role, he worked in the food service industry for four years. Outside of finance, he owns and operates Rocket City Bonsai, a business focused on creating and selling bonsai trees and offering introductory courses. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Harper is a financial advisor with Wells Fargo Clearing in Huntsville, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent eight years with Edward Jones. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs within its investment menus.

Lacey Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for seven years before joining Wells Fargo in 2019. Outside of her advisory role, Simmons is involved in horse training and competes in rodeo events. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Roberts is a CFP® with 19 years of experience in the financial industry. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He is based in Huntsville, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Lacey Hodde is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing five years of industry experience. She has been with Wells Fargo Clearing Services since 2009. 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 from its Investment Institute and third-party databases to support its investment approach.

Stefan Rainer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Investment Professionals, Inc., and Morgan Stanley. 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 a combination of brokerage and advisory solutions supported by research and analytics.

Stephen Riddle is a financial advisor with Wells Fargo Clearing in Huntsville, AL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2021. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.