Lee Hernquist is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Dutil is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LPL Financial, ABNB Federal Credit Union, CUSO Financial Services, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs research and analytics grounded in diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

Svetlana Williams is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021. In addition to her advisory role, she is involved with The Language Group LLC, a part-time English-Russian translation service. 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 approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Melanie Bray is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked within Wells Fargo affiliates since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deborah Flores is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. 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 databases.

Vincent O'Reilly is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he served seven years with the Bermuda Police Service. Outside of his advisory role, he teaches drama and stagecraft at Center Stage Academy in Yorktown, Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sharon Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked with Wells Fargo in various capacities since 2011, including her current role at Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as the treasurer for the Sandy Trace Homeowners Association in Henrico, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Gregory Harris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Kiana Jens is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and was previously involved with Virginia Beach Adventure Park for five years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Brandon Herring is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Wells Fargo organization since 2014. 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 employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Justin Sanders is a financial advisor at Wells Fargo Clearing in Norfolk, VA, with one year of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Wells Fargo Bank, N.A. since 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Kim Cyr is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Kim worked at Wells Fargo Advisors LLC for seven years. She is based in Virginia Beach, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services including 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 offerings.

Timeyin Olowu is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, Amazon, and held positions in education and management in South Africa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy statements, performance reporting, participant education, and plan benchmarking. 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.

Poonam Maheshwari is a CFP®-certified financial advisor with 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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.

Charles Oldfield IV is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding Series 63 and Series 65 credentials and with 43 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and UBS Financial Services. Outside of his advisory work, he serves as an executor for his mother's estate and is involved in managing a vacation rental property and a hunting club in Virginia Beach. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Tanner is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and also has experience at Wells Fargo Bank and TitleMax. Outside of his advisory work, Tanner is a golf club technician at Golf Galaxy. 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.

Melissa Chalkias is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. outside of her advisory role, she has a 50% ownership in a rental property in Yorktown, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach 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.

Santo Serafine is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 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. Outside of advisory work, he serves as executor for his brother’s estate. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Victoria Goldsberry is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, she worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society, among other roles in various sectors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Andrea Scott is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she serves as a trustee and conservator for her daughter. 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 advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.