Larry Holmes Jr. is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. He also serves as co-trustee for his grandfather’s investment-related trust. 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.

Jeffrey Harris is a financial advisor with Wells Fargo Clearing in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 11 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Meinert is a CFP® with two years of industry experience, currently affiliated with Wells Fargo Clearing. His prior work includes roles at the US Naval Academy Alumni Association, Phillips Edison and Company, Lordstown Motors, and Siemens DISW. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers.

Kirby Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes prior roles at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory work, he serves as an affiliate professor teaching portfolio management at Loyola College of Maryland and performs wedding officiant duties in his community. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support its investment approach and offers both brokerage and advisory solutions at scale.

Sarah Telljohann is a financial advisor with Wells Fargo Clearing and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions, supported by a large network of advisors and extensive assets under management.

John Cahill IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at PNC Investments for six years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he serves as a Firefighter II and driver with the Kent Island Volunteer Fire Department. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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, serving as an ERISA fiduciary when providing investment advice.

Gibbs Preston is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He previously worked at Facet Wealth and was involved in commercial real estate development through Preston Realty, LLC for nine years. Preston holds equity in several commercial properties but does not actively manage them. 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 combines brokerage and advisory solutions supported by research and analytics, serving over 14,000 financial advisors and managing roughly $671 billion in assets.

Jeffrey Cohen is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a personal representative for his father. 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 Wells Fargo Investment Institute and other sources.

Benjamin Petrilli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he serves as a power of attorney for his mother. 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 the Wells Fargo Investment Institute and third-party sources.

Bernard Richards is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and M&T Securities. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Joseph Juras is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously spending seven years at Morgan Stanley DW Inc. He serves as a trustee for an investment-related trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Ronald Murphy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo in 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 offers both brokerage and advisory solutions backed by research and analytics from Wells Fargo Investment Institute.

Randolph Roulette is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Bank of America and Merrill. He is based in Lutherville, MD. 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.