Jonathan Hurd is a financial advisor with Wells Fargo Clearing in Little Rock, AR, holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at infinex Investments, Inc. from 2016 to 2018 before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he co-owns an online sports trading card business and serves as secretary/treasurer of a local sports foundation. 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 offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Terri Watkins is a financial advisor with Wells Fargo Clearing in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Morgan Keyes is a CFP® professional with 23 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. Based in Little Rock, AR, Keyes holds several trustee and power of attorney roles for family trusts and related entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.