Michael Brannen is a financial advisor with Wells Fargo Clearing based in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 40 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Sadowski is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an assistant baseball coach at Tri West High School. 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 supported by research and analytics.

Rick Vollmar is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 25 years before joining Wells Fargo in 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and has a broad product offering supported by bank and insurance affiliates.

Michael Stewart is a CFP® professional with 26 years of industry experience. He has worked at Merrill for 22 years before joining Wells Fargo Clearing, where he is currently based in Indianapolis, IN. Outside of his financial advisory role, he co-owns and manages a small fruit orchard through Stewart Farm Holdings, 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 offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Adam Taylor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2024. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

John Lillywhite is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill from 2012 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves on the City of Martinsville Board of Works and Safety and the Washington Township Advisory Board, and he owns a small cruise and vacation planning business. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties with a focus on diversification and modern portfolio theory, offering both brokerage and advisory solutions.

Stephanie May is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo in 2024, she spent a decade at Fifth Third Securities and fourteen years with Fifth Third Bank. She is involved in office administration at a local chiropractic medical office outside of her advisory role. 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 with research-driven investment approaches.

Virginia Merkel is a Certified Financial Planner (CFP®) with 44 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group from 1998 to 2003. Merkel is based in Indianapolis, IN. 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 operates at scale, managing roughly $671 billion in assets and offering both brokerage and advisory solutions.

Lori Westerfield is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and over 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing 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 utilizes research and analytics to evaluate investment options within custodial platforms.

Lyman Bond is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of his advisory work, he is involved in a family farming business, contributing approximately 10 hours per month. 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.

Maureen Damer is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of her advisory role, she consults with Servier, a healthcare company, on her family’s involvement with the organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

William Miller is a CFP® professional with seven years of experience in the financial industry. He is currently with Wells Fargo Clearing, having previously worked at Facet, Stifel Nicolaus & Co Inc, JPMorgan Chase Bank, JP Morgan Securities, and Charles Schwab. 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 supported by research from Wells Fargo Investment Institute and third-party data.

India Elliott is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 credentials and having nine years of industry experience. Her career includes roles at Charles Schwab, Fidelity Investments, Northwestern Mutual, and MassMutual, among others. 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 vehicles and bank deposit sweep options in its investment menus.

Teresa Maxwell is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for eight years 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 supported by research from Wells Fargo Investment Institute and third-party sources.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at US Tech Solutions and a period of self-employment. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He previously worked for Prudential Equity Group, LLC for 10 years 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, wrap-fee programs, and retirement plan consulting. 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.

Jonathan Tominac is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Clearing since 2023, following a prior role at Schillings in 2022. Additionally, he has been affiliated with Indiana University since 2021. 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 across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Robert Iorii Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Citigroup Global Markets. Based in Indianapolis, IN, he has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, employing research and analytics grounded in diversification and modern portfolio theory.

Lynn Macabee is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Macabee worked for A. G. Edwards & Sons, Inc. for ten years. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vicki Stovall is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and having 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent a year at Merrill. Outside of her advisory role, she consults for a commercial sign shop and manages bookkeeping for a real estate partnership. 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 operates at a large scale, managing roughly $671 billion in assets and providing both brokerage and advisory solutions.

Steven Rastrelli is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at PNC Investments for nine years. Outside of his advisory work, he has been involved with Boy Scout Troop 96 since 2011. 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 vehicles and bank deposit sweep options among its investment offerings.

Kerrie Coe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Cetera and Cetera Investment Services for over a decade before joining Wells Fargo Clearing. Outside of her advisory role, she has full ownership of Kentucky Sycamore Properties LLC, a residential property holding company. 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 employs an IPS-driven process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many institutional advisers.

Alain Brown is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for nine years at Fifth Third Securities. Outside of his advisory role, he is a co-owner of WRIEL Holdings LLC. 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 in its investment menus.

Brian Levinson is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors and Edward Jones. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases, managing approximately $671 billion in assets with over 14,000 financial advisors.

David Moore is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and over 55 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years with A. G. Edwards & Sons, 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 more than 14,000 financial advisors.

Dodie Kirby is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She previously worked at Merrill, Edward Jones, Winthrop Capital, Ross, Sinclaire & Associates, and J.J.B. Hilliard, W.L. Lyons. She holds a Series 63 designation. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Mary Reinking is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 license and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates a catering business that serves approximately 10 events per year. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics to support investment decisions while offering a range of brokerage and advisory solutions.

Joni Langenberg is a CFP® professional affiliated with Wells Fargo Clearing, with 14 years of industry experience. She previously worked at Edward Jones from 2011 to 2025 before joining Wells Fargo in 2026. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Castelli is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes four years at Prudential Equity Group, LLC. 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, managing approximately $671 billion in assets and employing over 14,000 financial advisors.