Sergio Tello is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Ziyov Mukhitdinov is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2023. Prior to joining Wells Fargo, he held positions at Citibank and Coastal Flats. He is also affiliated with George Mason University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment selection options tailored to plan objectives and demographics.

Christopher Vi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Robel Kassahun is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, with additional experience at Wells Fargo Bank, N.A. since 2013. 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.

Hector Tello Gallardo is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, Citi Bank, and Wells Fargo. His background also includes a role at Domino's Pizza, 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 offerings.

K Keith is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Wells Fargo, Keith worked at Fidelity Investments and has a background that includes roles in education and nonprofit organizations. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Robert Maalouf Kassouf is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked previously at Svetness Corp and Spenga. Outside of his advisory role, he serves as a parish council member for Holy Apostles Greek Orthodox Church in Chantilly, VA. 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.

Douglas Gerace is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with 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. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Adrian Ortega is a financial advisor with Wells Fargo Clearing in Leesburg, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing since 2023, with prior roles at Paychex and Insight Merchant Solutions. 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 solutions. 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.

Keith Cohen is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Janney Montgomery Scott. 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 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.

Barry Womble is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 licenses and 19 years of industry experience. He previously worked at Capital One Investing, LLC from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Neiesha Samuel is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. 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.

Mohanad Elhag is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 credential and has worked at several firms including Bank of America N.A., Merrill, and SunTrust Advisory Services. 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.

Swati Shandilya is a financial advisor with Wells Fargo Clearing based in McLean, VA. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2025, respectively. 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.

Uvan Stewart is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2024, he held positions at Bank of America, Merrill, and several other companies across various sectors. 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 provides both brokerage and advisory solutions using research and analytics grounded in diversification and modern portfolio theory.

Sarita Dhami is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Wells Fargo Bank, Envitek Solutions LLC, Suntrust Bank, and FVC Bank. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Mi Hee Jung Christensen is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities LLC, Citibank, and Atlantic Union Bank. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Souad Ajan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Bank of America and H and R Block. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Rodrigo Cuellar Serrano is an advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses, and has three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2010. 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 supported by research from Wells Fargo Investment Institute.

Robert Reich Jr. is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, previously spending seven years 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, 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.