Yemewedish Girma is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following a decade at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Hardware is a financial advisor with Wells Fargo Clearing, holding the CFP® designation along with Series 66, 65, and 63 licenses. He has eight years of industry experience, all with Wells Fargo Bank NA and Wells Fargo Clearing Services, LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Young Lim is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2012 to 2019. 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Robert Taylor Jr. is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he spent a decade at UBS Financial Services Inc. 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 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.

Theodora Gotard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Wells Fargo Advisors from 2013 to 2022 before joining Wells Fargo Clearing. Outside of her advisory role, she serves on the hospitality committee for The Rotonda Condominiums in McLean, VA, where she helps plan community events. 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 incorporates modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Hanane Lemlih is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses 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 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 menu.

David Litman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he is a recipient of a bequest unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mary Sterbutzel is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, incorporating a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

David Ciccone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2020. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jeff Leclair is a financial advisor with Wells Fargo Clearing in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his father. 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.

Thomas Harsanyi is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, Series 65, and Series 66 designations and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo Clearing in 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 grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kevin Oconnor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting for 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

James Palmer Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in general management of a supply business, J Reilly Associates, based in Springfield, VA. 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 advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Lauren Tuite is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Rommell is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he assists the Girl Scouts Council of the Nations Capital by managing troop finances and budgeting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Paul Newman is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016, including time at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Natalie Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of her advisory role, she serves as a trustee for her mother's trust. 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 approach is based on modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Chung Wei Wang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Clearing and its affiliate Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is a landlord with rental property interests in Maryland. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified 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 broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Maleknaz Razjouyan is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2010 to 2016. 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 advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Stephanie Sullenger is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

Jeffrey Davis is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Prior to this, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory role, he owns Spring Hatch, LLC, a real estate management business, and acts as a power of attorney for his father. 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 solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steve Katsakos is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. 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 uses an IPS-driven approach based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Schneider is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at UBS Financial Services Inc., Fairway Corporation, and Wells Fargo Advisors. He is also a co-author of a book on investing. 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, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Russo Jr. is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Outside of his advisory role, he has ownership in a residential rental property. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Butz is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has prior work experience at SAIC, Fairfield University, and St. Andrews Episcopal School. 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 operates both brokerage and advisory solutions supported by research and portfolio theory.

Ali Ganjian is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved with DC College Counseling, a business he has been part of since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Robert Sampson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 48 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, he serves as treasurer and finance committee member at Springfield Golf and Country Club, where he participates in financial oversight and budgeting. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when advising clients.

Hunter Borcherding is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Razor’s Edge Ventures, as well as a four-year tenure at James Madison University. 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.

Genevieve Coan is a CFP® professional with five years of experience, currently serving as a financial advisor at Wells Fargo Clearing. She previously worked at Wealthspire Advisors and held roles at Virginia Tech and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options.

William Dunn is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors LLC. Dunn serves as an advisory board member of the Arlington Economic Development Commission. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

William Lemnitzer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he teaches various classes and leads general discussion groups in Fairfax County. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nasra Sudi Martin is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and seven years of industry experience. She has been with Wells Fargo Clearing since 2014. Outside of her advisory role, she works as a personal care assistant caring for her special needs daughter. 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 a range of brokerage and advisory solutions supported by research and analytics.

Joanne Dorris is a financial advisor with Wells Fargo Clearing who holds Series 63, 65, and 66 designations and has 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, utilizing research and analytics for investment evaluation.

David Fields is a CFP® professional with 33 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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.

Susanna Duran is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo in 2020. 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 incorporates modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.