Keith Garland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 management options. The firm’s advisory approach is IPS-driven and incorporates a range of investment vehicles, including insurance-related products and bank deposit sweep options.

Matthew Simpson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at RBC Capital Markets and JPMorgan Securities LLC. Based in Greenville, DE, he has been with Wells Fargo Clearing since 2022. 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 follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Josephina Reyes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has been with Wells Fargo affiliates since 2014, including over 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.