Sunil Parekh is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Gross is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 65 and Series 63 designations and 16 years of industry experience. He joined Wells Fargo Clearing and Wells Fargo Bank, NA in 2021 after previous roles at GWFS Equities, Inc. and Umb. Gross is a board member of the West Star Homeowners Association in Lakewood, CO. 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, and retirement plan consulting, relying on research from Wells Fargo Investment Institute and using diversification principles and modern portfolio theory in its investment approach.

Steven Conn is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Michael Williams is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Lakewood, Colorado, and has 23 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as treasurer for The University Club of Denver, a social club. 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 advisory approach is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options that include a broad range of financial products.

William Werley Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of advising, he serves as president of the Los Amigos II Towne Homeowner's Association in Palm Valley, TX. 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 uses research-based investment strategies and supports a broad range of financial products through bank and insurance affiliates.

Susan Mamer is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for her mother’s investment-related matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

Mandi Renzetti is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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 uses research and analytics to support its investment approach and offers a range of financial products through affiliated entities.

Jeff Warren is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Scott Andress is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. His prior experience includes roles at Bank of America, NA and Merrill, spanning over two decades. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ann Cline is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has two years of industry experience, previously working at Edward Jones and in the mortgage industry at Fairway Independent Mortgage Company and 1st Cal Mortgage Company. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Brittney Gunning is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing since 2017. She previously worked at UBS Private Wealth Management from 2015 to 2017. Outside of her advisory role, she has been involved with Kula Yoga Center since 2013. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs, than typical large institutional advisers.

Barbara Grant is a CFP®-credentialed financial advisor with 39 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent 30 years at UBS Financial Services. Grant serves as a trustee for her sister’s investment-related trust in Lakewood, CO. 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 IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brent Reimers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 management options. 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.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and 24 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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.

Joseph Jaensen is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jaensen serves on the investment committee of the Puksta Foundation, contributing to asset allocation discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Nash is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2011 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 services. 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.

Matthew Hancock is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. His previous roles include positions at UBS Financial Services and Fidelity Brokerage Services. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

John Prichard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and at Dorsey Pictures for four years. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christina Johnson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Elizabeth Thorpe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Her spouse owns Canmac Engineering Corporation, where she serves as secretary and check signer. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

William Potter is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brady Stevens is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab & Co., Inc. and has experience in roles outside finance, including at Ralph Englestad Arena and Aspire Healthy Energy. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

Terry Olearyhunter is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Ashley Sundseth is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she worked at Watson and Co and held several positions outside the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets through its network of over 14,000 financial advisors.

Benjamin Bolt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is based in Broomfield, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary solutions, including a notable range of insurance-related investment options.

Kasey Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Taylor worked at First Western and Regions Bank. The advisor is based in Lakewood, Colorado. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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, utilizing research and analytics to support portfolio diversification and modern portfolio theory.

Joshua Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Edward Jones for 19 years before joining Wells Fargo Clearing in 2024. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.