Aidan Whitehouse is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a long tenure at Wachovia Bank, N.A. beginning in 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Ronald Graft is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors since 2009. Outside of his advisory role, he holds a 4% ownership stake in a Washington, DC restaurant business. 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.

Brandon Brucker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Brucker Consulting, Georgetown Partners, and Bytedance Ltd., among others. 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-driven strategies with a broad range of financial products offered through bank and insurance affiliates.

Daniel Lee is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has worked at Wells Fargo Bank since 2018 and joined Wells Fargo Clearing in 2022. Prior to that, he was employed at RASCO Inc. from 2015 to 2017. 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.

Mary Ellen Fitzpatrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she has a 50% ownership interest in a rental property in Hilton Head, South Carolina. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services.

Mezekir Amezene is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, Mezekir held positions at Wells Fargo Bank, N.A., Towne Park, and Mutual of America, among others. 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 broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rex Marshall is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he serves as Treasurer for the Hillsdale Homeowners Association. 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.

Jonathan Olsen is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Edward Jones. His background includes roles at the Republican National Committee and The Henry Jackson Foundation, as well as involvement with Vet2Fed, LLC. 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 integrates research and analytics to support its investment approach and offers a wide range of brokerage and advisory solutions.

Kevin Vavreck is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018, following prior roles at Lincoln Financial Advisors Corporation and Burkholder & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers IPS-driven investment advice grounded in modern portfolio theory and includes a broader set of financial products than many institutional advisers, including insurance-related vehicles and bank deposit sweep options.

George Angulo is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following earlier roles within Wells Fargo Advisors and Wells Fargo Bank. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Eldos Maytoff is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions including Bank of America, Merrill, and Wells Fargo subsidiaries. Prior to his financial services career, he has held various roles outside the industry including positions at Uber and Northern Virginia Community College. 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 combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory to its approach.

Yazmin Iza Mona is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes positions at Wells Fargo Bank, MCCS Quantico, and MCCS Lejeune-New River. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Richard Chambers is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Muhammad Awan is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Wells Fargo entities as well as Bank of America and Merrill. 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 modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Del Rosario is a financial advisor with Wells Fargo Clearing in McLean, VA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Pohanka Acura and Northwest Federal Credit Union, as well as a longer tenure with Wells Fargo Bank, N.A. 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 and third-party sources.

Allison Blake is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Banc of America Investment Services, Inc. She owns and manages several rental properties in Virginia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, combining brokerage and advisory solutions supported by proprietary research and third-party analytics.

Diasolua Mangituka is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. Mangituka has prior experience working at Semaisim Immigration Law Office and various hospitality businesses before joining Wells Fargo in 2026. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a range of financial products.

Hakima Benchalh is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2012. 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 process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bernardo Hickok Guerrero is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Bank, Coinbase, and Robinhood Financial, LLC. Outside of his advisory role, he has a minority ownership in an international trade business. 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.

Sabah Abdaullah is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Sabah worked at Merrill and Bank of America and has additional work experience at Uber Technologies, Inc. in a personal capacity as a rideshare driver. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.