Dustin Addison is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses and is based in Lincoln, NE. 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 inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deitra Novacek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 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 investment advice. The firm’s advisory approach 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.

Sean Mcgerr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicholas Loriaux is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he has held positions at the University of Nebraska-Lincoln and operated a lawn care business. Wells Fargo Advisors is a national securities firm that offers 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, relying on research from Wells Fargo Investment Institute and third-party sources.

Jon Miller is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, Miller co-owns a farm and a private aviation company, and serves as a trustee for a family trust. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Bryson is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 50% owner of Tri City Ventures LLC, a business involved in purchasing past due tax certificates. 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 advice. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jenni Christiansen is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo bank since 1999. Outside of her advisory role, she serves as Audit Committee Chairperson for the Foundation for Educational Services Inc. and is a Finance Committee member for the Pius X Foundation, both in Lincoln, NE. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Samuel Myhre is a CFP® with 20 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 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.

Heather Townsley is a financial advisor with Wells Fargo Clearing in Lincoln, Nebraska, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of her advisory role, Townsley works as an athletic event worker for Lincoln Public Schools and is a brand partner involved in network marketing of nutritional products. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, combining research-driven investment strategies with a broad range of financial products and services.

Sheryl Laduke is a CFP® professional with 35 years of industry experience. She is currently with Wells Fargo Clearing and previously worked at City National Bank and RBC Capital Markets Corporation. 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 grounded in modern portfolio theory. The firm’s approach includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Tammy Peters is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank since 2019, following prior experience at National Furnace and Wells Fargo from 2003 to 2018. 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 advice. 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.

Tracey Mclain is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior experience includes five years at Wells Fargo Advisors LLC. She is a member of the Finance Council at St. Peter Catholic Church in Lincoln, NE, where she assists with the parish’s financial administration. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Susan Robak is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns a rental property in Frederiksted, Virgin Islands. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Nicholas Janssen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Sandhills Global and held roles at Husker Mercedes, the University of Nebraska - Lincoln, Holdrege High School, and Janssen Auto Group. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Brenda Abele is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at 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 combines research and analytics with brokerage and advisory solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Robert Finder is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Tracie Beck is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Devon Mclain is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Kingswood Wealth Advisors and Kingswood Capital Partners. 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 utilizes modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.