John Scarff is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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 in its investment menus.

Veniesha Brooks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 21 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2007 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Plexus Worldwide as a health and wellness ambassador. 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 includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jemel Lewis is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Thrivent Financial, and Bankers Life. Lewis served in the Army National Guard from 2014 to 2020. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tashay Williams is a financial advisor with Wells Fargo Clearing in Las Vegas, NV. She holds a Series 66 license and has been with the firm since 2015. 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.

Sashene Powell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Fatima Arevalo is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked with Wells Fargo entities since 2007, including Wells Fargo Advisors LLC and Wells Fargo Bank. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jose Banda is a financial advisor at Wells Fargo Clearing with 6 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2005. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristen Dixon is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at Bankers Life Securities Inc and Bankers Life & Casualty. Outside of her advisory work, she serves as an ambassador for Plexus, a company involved in supplement sales. 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 range of financial products such as insurance-related vehicles and bank deposit sweep options.

Marc Tavano is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. Outside of his advisory role, he is a professional baseball instructor and owns The Swing Academy, which he has operated 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 investment approach 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.

Robert Brant is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. His practice is based in Las Vegas, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Moreno is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 credential and 19 years of industry experience. She has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2014. Outside of her advisory role, she produces two podcasts focused on true crime and travel, owning and managing these as separate business activities. 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 employs research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Nicholas Cruz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and has been with Wells Fargo Clearing since 2022. Prior to that, he held roles at Toybox and Cream. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Bernice Chinn Mitra is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, participant education, and plan benchmarking. 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.

Dave Steinbeck is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 66 and Series 65 licenses and 20 years of industry experience. His career includes roles at Wells Fargo Advisors, Axos Invest, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Christian Miller is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, FBS LLC, and Charles Schwab. 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 provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Chevelle Tuck is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. She has 14 years of industry experience, with prior roles at Spire Investment Partners, Janney Montgomery Scott, and several independent firms. Outside of advisory work, she has experience as a real estate agent. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions.

Elva Simeon is a financial advisor at Wells Fargo Clearing in Las Vegas, NV, with six years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, having previously worked at Wells Fargo Bank, N.A. since 2014. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Jason Schuerman is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 13 years of experience at the firm. He has been with Wells Fargo Clearing since 2013. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Lilia Ramirez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 1999. 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 solutions. The firm’s approach 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.