Charles Bledsoe is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Wilson Bank & Trust, Raymond James Financial Services Advisors, Inc., and Suntrust Advisory Services. Bledsoe is also employed as a financial advisor at WBT Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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.

Jackson Neve is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 65 and Series 63 licenses and two years of industry experience. His previous roles include positions at Rockbox Fitness and First Horizon Bank. Outside of his financial career, he has ongoing engagements with DoorDash and Uber Eats. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Bryan Roper is a financial advisor with Wells Fargo Clearing in Collierville, TN, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously affiliated with Wells Fargo Advisors LLC from 2010 to 2016. 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 products and bank deposit sweep options among its investment offerings.

Sam Garrard III is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has previously worked at Suntrust Advisory Services, Suntrust Investment Services, and Investment Professionals, Inc. Outside of his advisory role, he serves as an executor for an estate in Franklin, TN. 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. The firm employs an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

John Colcolough III is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of Bayou Meto Farms LLC, a hunting and recreational property venture. 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, and it includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jamey Barham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wells Fargo in 2025, he spent eight years at Wunderlich Securities, Inc. 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 from its Investment Institute with third-party data to support diversified investment strategies.

Sean Clark is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Fifth Third Securities, Regions Bank, and in eCommerce roles at Walmart and Amazon. 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 over $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Nathan Travis is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Selenne Calhamer is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2017. Prior to that, she was employed at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2012 to 2017. Calhamer also serves as a non-public arbitrator for FINRA, a role she has held since 2000. 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.

Ryan Winkler is a financial advisor at Wells Fargo Clearing in Madison, TN, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, NA. His background includes diverse roles across multiple industries, including education and transportation. Wells Fargo Clearing provides retirement plan consulting 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 broader range of financial product offerings than typical institutional advisers.

Riley Reynolds is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at U.S. Bancorp Investments and U.S. Bank. He is also Co-President of Parker Strong for Suicide Prevention and Education, where he helps plan events and delivers speeches on suicide prevention. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics and offering both brokerage and advisory solutions.

Robert Wilder is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 63 designation and 42 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. Outside of his advisory role, he serves as president and board member of the Destin Beach Club Condo Owners Association in Florida. 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 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.

Rebecca Merkel is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Keller Williams, Kingswood Capital Partners, and Trinity Capital Management. Outside of her advisory role, she maintains an active real estate license and occasionally assists friends and family with real estate transactions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Staley is a financial advisor with Wells Fargo Clearing in Memphis, Tennessee, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Andrew Lees III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related products and bank deposit sweep programs, serving plan sponsors with tailored solutions.

Trista Allison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has previously worked at Fifth Third Securities, Fifth Third Bank, and SunTrust Advisory Services. 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.

John Gadallah is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, PNC Investments LLC, T-Mobile USA, Inc., AT&T, and the Arc De Triomphe Co. 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.

Warren Brashear is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he serves on the board of directors for American Aviation, an air charter and plane storage facility. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Rebecca Kernan is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation and 21 years of industry experience. Her career includes 12 years at Stephens and more than 10 years with Wells Fargo affiliates. 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, using research and analytics aligned with diversification principles and modern portfolio theory.

Scott Treloar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with various Wells Fargo entities since 2014 and previously held roles at Bank of America, Starbucks, and Little Caesars. Outside of his advisory role, he is employed part-time in retail and parking services in Franklin, Tennessee. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Enrique Rabell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 65, and Series 63 credentials and bringing 15 years of industry experience. His prior roles include positions at Luken Investment Analytics, Defender Capital, JPMorgan Chase Bank, and The Manning Group. Outside of his advisory work, he serves on the board of the Music City Gator Club alumni association. Wells Fargo Advisors is a national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute with third-party analytics to deliver diversified investment solutions.

Alexander Quinn is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. 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 approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Stephanie Gear is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party resources.

Eric Weintraub is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has prior experience at RBC Capital Markets, LLC, Burleigh Consulting Group, and PwC. Eric also worked at Henry S. Jacobs Camp and attended the University of Alabama. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Charles Lynn III is a financial advisor with Wells Fargo Clearing in Memphis, TN. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he worked at Wells Fargo Bank and has experience in other sectors including a position at Storyville Coffee. 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 with more than 14,000 advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

Charles Durham II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Stein is a financial advisor at Wells Fargo Clearing with 43 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. Stein serves as a co-trustee for the Grehl Charitable Foundation, a role he has held since 1979. 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 broader range of financial product offerings than typical large institutional advisers.

Levi Woodroof is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, Woodroof serves as treasurer for the Callie Ann Homeowners Association and acts as trustee for the Woodhaven Family Trust, managing farm holdings. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. 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.

Hope Cooper is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Truist Securities and SunTrust Advisory Services. Outside of her advisory work, she is a rental property owner in Memphis, Tennessee. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joseph Broderson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2025. Prior to his current roles, he held positions at DoorDash, Florida Financial Advisors, Marriott, Chevy Chase Hardware, YMCA, and McDonald's. 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. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alexander Rushing is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he held roles at Deloitte Ltd and served as an external coach at the University of Edinburgh Business School. He owns Christus Rex LLC, a Christian life coaching company, and has worked as a delivery driver outside the financial industry. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Bizot is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 license and is based in Memphis, TN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Hasan Al Khoja is a financial advisor with Wells Fargo Clearing based in Memphis, TN. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities and Walmart. 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 from Wells Fargo Investment Institute.

Grace Tangen is a financial advisor at Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Dutch Bros Coffee and All American Mizuno Softball, as well as an extended period in full-time education. 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 the Wells Fargo Investment Institute.

Roy Mansberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at RBC Capital Markets, Wells Fargo Advisors LLC, and Raymond James & Associates. He serves as treasurer and board member for the Memphis Jewish Housing Development Corporation and Plough Towers Fund Inc. 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.

Nicholas Harden is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Truist Advisory Services, Truist Investment Services, and Fifth Third Bank and its related entities. Outside of his advisory role, he serves as a pool monitor for his neighborhood homeowners association. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Conrad Richards is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Alexander Georgopulos is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2026, respectively. Prior to his financial services career, he worked in the hospitality industry and has experience at the University of Kentucky and Fenwick High School. 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.

Matthew Rasberry is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation and 11 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 owns Rasberry Enterprises, 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 combines internal research and third-party analytics to evaluate investment options, offering a range of brokerage and advisory solutions.

Robert Farrell is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and oversees operations at Big River Tie Dye Company, LLC, a tie-dye manufacturing business based in Memphis, Tennessee. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Daryl Quarles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Based in Memphis, TN, his career has been focused within the Wells Fargo organization. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Bolding is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Investment Services, Bank of America, Merrill, Cetera, and Regions Bank. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stacy Stringer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique offerings such as insurance-related vehicles and bank deposit sweep options within its investment menus.

Ebers Lobos is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 credentials and having three years of industry experience. His prior roles include positions at Wells Fargo Bank, AT&T, and involvement with Warrior Center ministries. 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 combination of brokerage and advisory solutions grounded in research and diversification principles.