Cody Wells is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Prior to joining Wells Fargo, he worked for the State of Louisiana Division of Administration. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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, tailoring services to plan objectives and risk tolerances, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Joseph Barreca Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at First Horizon Advisors, Infinex Investments, Iberia Financial Services, Iberia Bank, and Proequities, Inc. He is also a one-third owner of Triple J Sports, a recreational vehicle and boat business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 IPS-driven advisory process incorporates modern portfolio theory and includes unique offerings such as insurance-related vehicles and bank deposit sweep options.

Nicole Meunier is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2009, working first with Wells Fargo Advisors LLC and then Wells Fargo Clearing. Outside of her advisory role, she owns and operates Nina Belle, LLC, a separate business based in New Orleans. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Thomas Poindexter Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a notary public in Louisiana and is a co-executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, using an IPS-driven approach grounded in modern portfolio theory.

Brian Guzzardo is a financial advisor with Wells Fargo Clearing in Metairie, LA, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC. 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, utilizing research and analytics to support diversified investment approaches.

Callender Herman is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in a rental property business jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

William Blakeman is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, he was involved with Paradise Outfitters, Boil Boss, and Liziards Lodge hunting club. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Barbara Haydel is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to her current role, she was employed at Metairie Small Animal Hospital for 11 years. Outside of her advisory work, she contributes as a part-time receptionist and veterinary assistant at Metairie Small Animal Hospital. 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 uses research and analytics to evaluate investment options and provides a range of financial products through bank and insurance affiliates.

Joshua Torres is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at First Horizon Advisors, Hancock Whitney Bank, Hancock Whitney Investment Services, Capital One Advisors, LLC, and Capital One Investing. He is based in Metairie, LA. 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 through a network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Deanna Mclendon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC from 2012 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Jonathan Schlackman is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his deceased father’s trust and holds power of attorney for his wife, both involving investment-related responsibilities. 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 incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options not commonly offered by large institutional advisers.

Gloria Roque Gutierrez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and IberiaBank. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffry Cummings is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo-related firms since 2009. 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.

Jerron Green is a CFP® professional with 30 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2018 and previously worked at Merrill for 22 years. Outside of his advisory role, he serves as co-trustee for a family trust. 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 supported by research from Wells Fargo Investment Institute.

Tuan Minh Pham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its diversified investment approach.

William Blakeman is a financial advisor with Wells Fargo Clearing in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 43 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 for 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jean Cohen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 49 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. 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 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.

Oscar Hernandez is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. 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. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Belinda Batiste is a financial advisor with Wells Fargo Clearing in New Orleans, LA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 11 years prior to joining Wells Fargo Clearing in 2022. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Derick Houston Jr. is a financial advisor at Wells Fargo Clearing with 15 years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and K D Nola LLC. He also serves as an adjunct instructor at Tulane University, teaching online courses outside of his advisory work. 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 integrates research and analytics into its investment approach and offers both brokerage and advisory solutions.