Helen Lee is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Merrill, Syntrinsic Investment Counsel, and Trust Company of America. Outside of her advisory role, she is involved in two business activities: providing investment analysis for a property-related firm and operating a resale clothing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Quinston Daugherty is a Series 66 designated financial advisor at Wells Fargo Clearing with seven years of industry experience. Prior to joining Wells Fargo in 2023, he worked at MWA Financial Services Inc and held roles including contract consulting and residential property appraisal in Littleton, CO. Outside of financial advising, he has experience as a contract appraiser providing legal descriptions and market data for residential properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Pamela Miller is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and having seven years of industry experience. She has worked within various Wells Fargo entities since 2001. Outside of her advisory role, she serves as vice-president of the West Skylake Ranch Homeowners Association, where she participates in meetings concerning subdivision upkeep and neighbor disputes. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Yvonne Kamstra is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and 19 years of industry experience. She has worked extensively within Wells Fargo entities since 1993, including Wells Fargo Bank and Wells Fargo Advisors LLC. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.