Davis Smith IV is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of his advisory role, he has operated Detailing Professional Services since 2001. 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 approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Marcy Leprell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Janney Montgomery Scott for nine years and has been a consultant for Norwex since 2018. 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 integrates research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Joshua Donaldson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His prior roles have all been within the Wells Fargo organization. Outside of his advisory work, he serves on the finance committee at Crossway Church in Millersville, PA. 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 supported by research from the Wells Fargo Investment Institute.

Evelyn Sullivan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a notary in Lancaster, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s approach is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

William Meyer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Janney Montgomery Scott. Outside of his advisory role, he owns and captains a sportfishing charter boat in West Grove, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach includes investment policy development, investment recommendations, performance reporting, and participant education, with a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Russell Wert is a Series 66-licensed financial advisor at Wells Fargo Clearing with 13 years of industry experience. He previously spent 14 years at Edward Jones before joining Wells Fargo in 2026. 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 extensive research and analytics.