Michael Woodman is a financial advisor with Wells Fargo Clearing in Kearney, Nebraska, holding Series 63 and Series 65 licenses and 43 years of industry experience. His career includes positions at Wells Fargo Advisors LLC and Morgan Stanley affiliates, spanning over two decades before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing 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 Wells Fargo Investment Institute and third-party sources.

Hugo Longoria Rios is a financial advisor at Wells Fargo Clearing in Kearney, NE, holding Series 63 and Series 66 licenses. He has been with Wells Fargo Clearing since 2005 and has over 20 years of industry experience. 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 through a large network of financial advisors.

Ann Long is a financial advisor with Wells Fargo Clearing in Kearney, NE, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is a 25% owner of Long Construction LLC, where she performs bookkeeping duties. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Lori Gartner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.