Nathan Babb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Jeffrey Baker is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors, LLC. Outside of his advisory role, he is the author of a fantasy novel for young adults. 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 from Wells Fargo Investment Institute.

Grady Huke is a financial advisor with Wells Fargo Clearing in Joplin, MO, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Raymond James Financial and Southwest Missouri Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment 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 offerings.

Tony Kinnaird is a CFP® with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory work, he is involved in a tree and cattle farm in Raymondville, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Rebecca Johnson is a financial advisor at Wells Fargo Clearing with 12 years of experience at the firm and holds a Series 66 designation. She previously worked at Home Medical Equipment Services for four years. Outside of her advisory role, she serves as a power of attorney for her mother. 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 investment menu that includes insurance-related vehicles and bank deposit sweep options.

Sherri Fichtner is a financial advisor with Wells Fargo Clearing in Joplin, MO, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Southwest Missouri Bank. She has been with Wells Fargo Clearing since 2016. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Brooke Osterman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Joplin, MO. She has 2 years of industry experience, although her work history shows affiliation with Wells Fargo Clearing since 1996. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.