Leslie Durham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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’s approach 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 offerings.

Mark Rowe is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a treasurer for a private hunting and tree-raising club, Clark Land Co LLC, where he maintains meeting minutes. 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 solutions grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus and acts as an ERISA fiduciary when providing advice.

Christopher Copeland is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His career includes eight years at Bank of America and Merrill before joining Wells Fargo in 2019. 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 the Wells Fargo Investment Institute and third-party sources.

Christopher Copeland is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Clearing since 2020. His prior work includes roles at Blessings Golf Club and the University of Arkansas. 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.