Jeffrey Williams is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 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 advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include a 12-year tenure at Bank of America. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Chirag Delwadia is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2021. He previously worked at Bank of America and Merrill from 2009 to 2021. 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 process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Shelly Pearson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo in 2022. 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.

Stephen Sypek II is a CFA® charterholder and holds a Series 66 license, currently affiliated with Wells Fargo Clearing. He has one year of industry experience and has previously worked at UBS Financial Services, Hudson Independent Partnerships LLC, 7 Mile Advisors, and Wellington Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting with an emphasis on research-driven portfolio management and a broad range of brokerage and advisory solutions.

John Skittone is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 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 finance, he is a certified flight instructor and owns an LLC that holds an aircraft. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Eskind is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Eskind serves on the investment committees for the Jewish Federation of Nashville and Middle Tennessee and the West End Synagogue, and he acts as trustee and executor for several family trusts and estates. 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 rooted in modern portfolio theory, serving plan objectives with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeremy Stephens is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for irrevocable trusts. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Michael Baxter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions with the Toronto Blue Jays and Seattle Mariners, as well as eight years at Vanderbilt University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across its network of over 14,000 financial advisors.

Scott Pantuso Jr. is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, as well as positions at PNC Capital Markets, PNC Bank, LPL Financial, and California Bank and 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Calvin Lewis is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at 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 investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Matthew Howley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory work, he has a 25% ownership interest in ELG LLC, a commercial real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Katherine Standard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Annie Bienvenu is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Wells Fargo Clearing in 2017. 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 advisory options. 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 menus.

Shane Dempster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley Private Bank. 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 range of brokerage and advisory solutions supported by research and analytics.

Steven Ragan is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. 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 investment process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jesse Cofty is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Progressive Health, Auburn University of Montgomery, and Firebirds. Outside of finance, he owns and operates an online electronics and tools sales business and is active as a traveling musician, selling merchandise and streaming music online. 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 products and bank deposit sweep options in its investment menus.

Blake Schmitt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Schmitt is also involved with Tennessee Prep Baseball Report, where he assists in facilitating the showcasing of high school baseball players for professional and collegiate scouting events. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Madison, TN, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she is an independent consultant selling health and wellness products. 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 IPS-driven approach is grounded in modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Harry Woosley is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Woosley is a trustee for the Woosely Family Foundation, overseeing charitable activities. 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 advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Arthur Gray is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2014 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets with over 14,000 financial advisors.

Will Coleman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the finance committee of Woodmont Christian Church in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.