Carlos Diaz is a CFP® professional with eight years of industry experience. He currently works at Wells Fargo Clearing and previously held roles at Edward Jones and Sanford & Tatum Insurance. Diaz serves on the finance committees of Catholic Charities Diocese of Lubbock and the Kelsey Park Homeowners Association. 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 a range of brokerage and advisory solutions supported by research and analytics.

Sherman Norton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Norton is involved in several oil and gas ventures and provides consulting services related to family issues and elder care through a partnership in Lubbock, Texas. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad array of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Funk is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. He is also a school board member for the Lubbock Cooper Independent School District. 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.

Trent Cuellar is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He serves on the boards of directors for the Children's Home Foundation and the Texas Girls and Boys Ranch Foundation, overseeing their investment portfolios. 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 a range of brokerage and advisory solutions.