Kathleen Osterberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2015. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Diane Hand is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2010, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she owns rental farmland in Schuyler, Nebraska. 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 IPS-driven approach incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Adam Carney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and at Werner Enterprises for eleven years. Based in Omaha, NE, he joined Wells Fargo Clearing in 2025. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kevin Loberg is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an adjunct professor at Creighton University. 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 includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Mescher is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Bank, N.A. since 2015. Mescher is based in Omaha, NE. 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 incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Anthony Grazziano Jr. is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at Bancwest Investment Services, Bank of the West, and TD Ameritrade. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by proprietary research and third-party analytics.

Edward Brezenski is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a certified youth soccer referee with the Nebraska Youth Soccer League. 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 IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bob Sledge is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, Bank of America, Merrill, and TD Ameritrade. 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 utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Dylan Heng is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at LPL Financial, First Interstate Bank, Raymond James Financial Services, Charles Schwab, and TD Ameritrade. Outside of finance, he serves as a social media consultant for Nebraska Golf Passport. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from internal and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Jason Thompson is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing rental property investments in Granby, Colorado. 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.

Robert Brigham is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes over 30 years with Wells Fargo entities, including Wells Fargo Advisors LLC and Wells Fargo Bank. He serves as an executor for his mother's estate, an activity unrelated to his advisory work. 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 incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Alma Garcia Lagunas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo since 2024 and has prior experience in various roles outside the financial industry. 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.

Matthew Orian is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His prior work includes roles at Bank of the West, Pacific Life Insurance Company, TD Ameritrade, and Waddell & Reed. He serves as a board member for Christian Record Services, Inc., a nonprofit organization supporting visually impaired individuals. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Nancy Neary is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years 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, 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.

Nozimdjon Saidov is a financial advisor at Wells Fargo Clearing based in Omaha, NE, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2007. 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 solutions grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Jenny Bandigan is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Wells Fargo Clearing Services and Wells Fargo Bank NA since 2016. Outside of her advisory role, she is involved with Loving Homes LLC, where she provides long-term care and support to individuals with special needs. 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.

Meleah Turner is a financial advisor with Wells Fargo Clearing in Bellevue, NE, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Wells Fargo Bank and Charles Schwab and owns a hairdressing business in Omaha, NE. 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 advice grounded in modern portfolio theory and tailored to plan objectives.

Sandra Hagemann is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she co-owns an investment-related LLC with her spouse and serves as co-trustee and power of attorney for her mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory and financial planning services, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external data sources.

Scott Crowell is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, nA since 2022 and at Wells Fargo Clearing since 2023. Prior to his financial services career, Crowell held various roles in the hospitality and retail sectors. 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.

Paxton Puelz is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His career includes roles at Wells Fargo Advisors, LPL Financial, FirstBank of Nebraska, and Bank of Doniphan. He also worked at the University of Nebraska-Lincoln for six years prior to his advisory roles. 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 combines brokerage and advisory solutions using research from Wells Fargo Investment Institute alongside third-party analytics.

Ryan Horner is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Clearing since 2018. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves as a FINRA arbitrator and is involved in non-investment activities such as creating TikTok videos about home renovations and performing as a musician in a cover band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Kaycie Nolan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Wells Fargo Bank, nA since 2021 and has experience in the pet care and food service industries as well as gymnastics instruction. 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 follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mathew Halvorson is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Success Lending, and First National Bank of Omaha. 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 combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory to guide investment evaluation.

Joshua Mueller is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Bank, WealthPlan Investment Management LLC, SMART Wealth, AE Wealth Management, and Mutual of Omaha Advisors. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Greg Lovette is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at multiple firms including Raymond James Financial and Great Western Bank. Outside of his advisory role, he officiates athletic contests through GLS & Associates LLC. 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 integrates research from Wells Fargo Investment Institute to support its investment approach.

Narges Vicente is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo Bank NA. Outside the financial sector, she has a longstanding association with Victoria's Secret. Wells Fargo Advisors is a national firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Abby Cardenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and currently in her first year of industry experience. Her prior work includes roles at Wells Fargo Bank, IT Works Marketing Inc., and experience in both retail and food service sectors. Wells Fargo Advisors is a national securities firm providing 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 both brokerage and advisory solutions supported by research and analytics.

Christopher Wittrig is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ana Vela is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. She has been with Wells Fargo Bank since 2014 and joined Wells Fargo Clearing in 2021. Outside of her advisory role, she works as a grocery shopper and food delivery driver in Denver, CO. 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, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Lisa Coon is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Advisors LLC and Wells Fargo Bank NA since 2013 and 2009, respectively. Outside of her financial career, she is involved with The Designers, a venture she has been part of for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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.

Michelle Hattam is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Stifel during her career. Outside of her advisory work, she operates Chef Hattam Catering in Omaha, NE. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Calabro is a CFP® professional affiliated with Wells Fargo Clearing in Omaha, NE, bringing 18 years of industry experience. He has worked with Wells Fargo Bank since 2006 and has been with Wells Fargo Clearing since 2016. Prior to that, he spent five years 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, and retirement plan consulting. The firm combines in-house research and third-party analytics to support its investment approach and offers a range of brokerage and advisory solutions.

James Lombardi is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2011 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 advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Matthew Wise is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at PNC Investments, LPL Financial, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Anahy Hernandez Duran is a financial advisor with Wells Fargo Clearing in Omaha, NE. She holds Series 63 and Series 65 licenses and joined Wells Fargo Bank, N.A. in 2022 after several years of experience in retail and education. 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 with a team of over 14,000 advisors.

Andrew Wight is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Bank, First National Bank of Omaha, and TD Ameritrade. 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 combines research from its Investment Institute with third-party analytics to support its diversified investment approach.

Kady Simons is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she serves as a referee for high school volleyball through the Nebraska State Activity Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions.

Komlan Aflagah is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank, NA, spanning several years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Eduardo Estrada is a financial advisor at Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Wells Fargo 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 utilizes research from Wells Fargo Investment Institute alongside third-party data to guide diversified investment approaches.

Damian Alexander is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, NA since 2018. Prior to his career in finance, he was involved with Signature Painting from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services 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 a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Troy Sewell is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2007. Outside of his advisory role, he serves as a poll worker for Sarpy County elections. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support its investment approach and offers both brokerage and advisory solutions.