Jamie Seim is a CFP® with 16 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2010 to 2016. Seim is also the president of JAX Trailblazers Inc., a business networking organization based in Jacksonville, FL. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Veronika Mars is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2012. Outside of finance, she is involved with a residential remodeling business in Green Cove Springs, FL. 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 databases.

Ryan Lee is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three 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, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing roughly $671 billion in assets with over 14,000 financial advisors.

Andre Williams is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for nine years. Outside of his advisory work, he co-owns Poise and Execution, LLC, a business that sells sports memorabilia. Wells Fargo Advisors is a national securities firm offering 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 combines research from internal and third-party sources with diversification principles and modern portfolio theory to support its investment decisions.

Juan Osorio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, Merrill, Edward Jones, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith. Outside of his advisory role, Osorio owns Cardkicksnflips LLC, where he live streams on weekends. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines internal research with third-party analytics and offers brokerage and advisory solutions across a large national platform.

Jesus Lopez Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been with Wells Fargo Bank, N.A. since 2015 and Wells Fargo Clearing since 2021, both based in Jacksonville, FL. 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 through a large network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Thomas Kealy is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and 33 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 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 the Wells Fargo Investment Institute and third-party sources.

Laura Paz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes 14 years at Gwfs Equities Inc/Great West Life & Ann Ins Co before joining Wells Fargo in 2021. She is also a commissioned notary public in Jacksonville, FL. 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.

Terry Stephenson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, he helps family members with investment consulting through his ownership of a private investment-related entity and is a commissioned notary public in Florida. 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 other sources.

Jonathan Choez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Bank since 2017. Prior to his financial services career, he was involved with Mr. Wich Deli for nine years. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Dennis Cowell is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a broader tenure at Wells Fargo Bank, N.A. dating back to 2013. Outside of his advisory work, he serves as a notary public in the state of Florida. 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 combines brokerage and advisory solutions while utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment offerings.

Christopher Acebal is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 34 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. Outside of his advisory role, he serves as a co-trustee for his son. 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 and provides both brokerage and advisory solutions, leveraging research and analytics from Wells Fargo Investment Institute and third-party sources.

Samuel Dickson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo affiliates since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Johnson is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2019, following ten years at Bank of America and fifteen years at Merrill. Outside of his advisory role, he is a band member in a local group called Lost in the Grass. 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 IPS-driven approach incorporates modern portfolio theory and includes discretionary plan-level investment management options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Teresa Haley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent three years with LPL Financial. Outside of her advisory role, she serves as a Sunday school teacher at Port Orange Presbyterian Church and is a commissioned notary public. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Humberto Cruz Ortiz is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank dating back to 2013. 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 and provides both brokerage and advisory solutions, combining research from Wells Fargo Investment Institute and third-party sources to support diversified investment strategies.

Tonja Holmes is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services since 2017 and has worked at Wells Fargo Bank NA since 2012. Outside of her advisory role, she owns and manages an auto sales business in Jacksonville and serves as a notary public. 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 options. The firm’s approach 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.

Patrick Bouthiller is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. 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 broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Christopher Coplien is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at First Command Brokerage Services and related entities. Outside of his advisory work, he is a co-owner of the Retro Hangover Podcast, a project he has been involved with since 2015. 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 through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Krystal Meadows is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Wells Fargo Clearing Services since 2017 and has been with Wells Fargo Bank NA since 2012. Outside of her advisory role, she is also a commissioned notary public. 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.