Heidi Blyton is a financial advisor with Wells Fargo Clearing in Missoula, MT, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 1997, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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.

Eric Cromwell is a financial advisor with Wells Fargo Clearing in Missoula, MT, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Cromwell also has a longer tenure with Wells Fargo Bank, N.A., dating back to 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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 alongside traditional investment offerings.