Charles Gassaway is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, following two years at Wells Fargo Bank. 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 based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary when providing investment advice.

Thomas Scarsella is a financial advisor with Wells Fargo Clearing in Kalispell, MT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior experience includes roles at Wells Fargo Bank, Fairway Mortgage Corp, First Guaranty Mortgage Corp, Guild Mortgage, Exceptional Mortgage Solutions, and MDC Financial Service Group Inc. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.