Kent Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Mathis is also the author of a book on navigating financial challenges related to N.I.L. matters. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tonya Green is a financial advisor with Wells Fargo Clearing in Cordova, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wells Fargo Clearing and its predecessor firms since 2009, including Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Marcus Mcchriston is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities, JP Morgan Chase Bank, and Iberia Bank Corporation. Outside of his advisory role, he is employed part-time at Amazon in a non-financial capacity. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy development, recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.