William Parton is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience spanning multiple roles in financial services since 2018. His background includes positions at Armada Analytics, HG Sply, Hanley Investment Group, and Wells Fargo Advisors, as well as earlier work outside finance. 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, serving as an ERISA fiduciary and including investment options such as insurance-related vehicles and bank deposit sweep programs.

Terrance Blanchard is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds Series 63 and Series 65 designations. 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 process includes investment policy statement preparation, investment recommendations across a broad range of vehicles, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Anne Sutcliff is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. She previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2021. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Aaron Johnson is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following two years at Bank of The West and BancWest Investment 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 over 14,000 advisors and offers a range of brokerage and advisory solutions.

William Parton is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with 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 investment policy development, investment recommendations, performance reporting, and participant education. 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.

Brandon Blanchard is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Waldron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Clearing in 2022. 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 vehicles and bank deposit sweep options among its investment menu.

Blanche Zelko is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she has a shared ownership interest in a recreational property in June Lake, California, with her spouse. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Curtis Eakin III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and UBS Financial Services. 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 broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Henry Hernandez is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and various Wells Fargo entities. 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 broader set of financial product offerings than typical for large institutional advisers.