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David S
Series 66
Medford, OR
Wells Fargo Clearing
David Sayler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley Private Bank. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Sean H
Series 66
Medford, OR
Wells Fargo Clearing
Sean Hines is a financial advisor with Wells Fargo Clearing in Medford, OR, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Financial and positions in higher education at Southern Oregon University and Rogue Community College. 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 grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.
Mark H
Series 63, Series 66
Medford, OR
Wells Fargo Clearing
Mark Hines is a financial advisor with Wells Fargo Clearing in Medford, OR, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.
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