Anthony Westerfield is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two 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. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

Jhon Colque is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 designations and three years of industry experience. He previously worked at Truist Financial Co for seven years before joining Wells Fargo Bank and Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Partha Shastri is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Wells Fargo Bank NA since 2013 and has been with Wells Fargo Clearing since 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Monisha Tripathy is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. She previously worked at Truist Bank for seven years before joining Wells Fargo Bank in 2022. 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.

Andrew Rodney is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer for the Rolling Ridge PTA in Sterling, VA, managing the school's event budget. 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 and analytics.

Adam Sahak is a financial advisor at Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2023 and previously held positions at PNC Bank, Domino’s, SunTrust Bank, and BB&T Bank. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Casey Muhtadi is a financial advisor at Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials with 11 years of industry experience. His work history includes multiple roles at Wells Fargo and Truist Investment Services between 2013 and the present. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions with over $671 billion in assets under management.

Michael Gainor is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America, Merrill, Charles Schwab, and T. Rowe Price. 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.

Evelina Delyakova Plummer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She previously worked at PNC Bank from 2015 to 2023 before joining Wells Fargo in 2023. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Fowler is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Citigroup, Bank of America, Merrill, and Wells Fargo. 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, utilizing research and analytics to support investment decisions.

Jonathan Berry is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 credential and nine years of industry experience. He has worked with various Wells Fargo entities since 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Christopher Arduini is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 licenses with two years of industry experience. His work history is primarily with Wells Fargo Bank and Wells Fargo Clearing since 2015, with a one-year gap in 2023-2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute alongside third-party data.

Feby Mekhael is a financial advisor with Wells Fargo Clearing in McLean, VA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and John Marshall Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Demoors is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and 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 advice. 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.

Stacey Stein is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. for a combined 27 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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 the Wells Fargo Investment Institute.

Joel Maeda is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has previous experience with Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both discretionary and non-discretionary options, including insurance-related vehicles and bank deposit sweep options.

Elena Baymeeva is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Wells Fargo Bank and Wells Fargo Clearing, she spent ten years in homemaking. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Armeldo Hernandez Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank, BrightView Senior Living, and Wendy’s. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Victor Imoh is a financial advisor at Wells Fargo Clearing with a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and Branch Banking & Trust for fifteen years. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Irene Marcel is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. Outside of her advisory role, she owns and operates an Amazon seller business. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.