Jennifer Compton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She previously worked at Cambridge Investment Research, Inc. and has been with Wells Fargo Bank, NA since 2011. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Dylan Robison is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Truist Financial Corporation, and non-financial positions such as at Boston Market and as a part-time Door Dash driver. 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 advice. The firm’s process is investment policy statement-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Walter Marcos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has experience working at Wells Fargo Bank, Bank of America, PeopleReady Inc., and Best Buy Inc. prior to joining his current firm. 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 from Wells Fargo Investment Institute alongside third-party data.

Kwang Jin Lee is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has over a decade of experience working at Wells Fargo Bank, nA since 2014 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs extensive research and analytics, serving a broad client base with both brokerage and advisory solutions.

Gregory Sevlian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC prior to his current role. 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 Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Norma Cowan is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and beginning her advisory career in 2026. She has prior experience working at Wells Fargo Bank, nA, Costco Wholesale Corporation, and Seaboil Crab House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Georgina Man is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Merrill, Bank of America, and J.P. Morgan. 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 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.

Joshua Kuhnert is a CFA® charterholder with four years of industry experience. He is currently with Wells Fargo Clearing in McLean, VA, having previously worked at Wells Fargo Bank, TD Bank N.A., TD Private Client Wealth LLC, and SunTrust Investment 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 IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.