Kenneth Marker is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Marker serves as a board member of the Pleasant Valley Farms Homeowners Association. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Kroenke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Wells Fargo Advisors LLC and over two decades with RW Baird & Co Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is grounded in modern portfolio theory and includes investment policy statement development, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Casey Ventrillo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations. Ventrillo has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Caudill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as president of the Deer Creek Park Homeowners Association in Overland Park, Kansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven process grounded in modern portfolio theory and offers both non-discretionary and discretionary fiduciary services, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brandon Botts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously attended the University of Kansas. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Schaffer is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including U.S. Bancorp Investments, Merrill, and Bank of America. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing 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.

Stanton Specker is a CFP® with 32 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, he serves as a trustee for several family trusts. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Linda Maclean is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2013 to 2016. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Lenny Lippert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Wells Fargo Bank, AT&T, Bank of the West, Traders Insurance, and Wells Fargo & Co. Outside of his advisory work, Lippert serves as chairman and president of the Friends of Recovery Association board of directors, where he provides organizational guidance and participates in community relations activities. 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-driven investment approaches with a broad range of brokerage and advisory solutions.

Frank Agron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously at Wells Fargo Advisors LLC from 2009 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephanie Clay is a financial advisor with Wells Fargo Clearing based in Overland Park, Kansas, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo entities since 2016. Outside her advisory role, she is the owner and president of RS Lockling, Inc., a real estate improvement company, and serves as a trustee for her mother’s 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kristen Haag is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo entities since 2010. Outside of her advisory role, she is involved in ownership of in-home senior care businesses in Overland Park, Kansas. 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.

Ada Sanabria Flores is a financial advisor with Wells Fargo Clearing in Olathe, KS, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Wells Fargo Clearing, she held roles at Wells Fargo Bank, MVP Law Firm, and Waterway Car Wash among others. 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 and tailored to plan objectives and risk tolerances.

Christopher Paul is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a soccer coach for the Union KC Soccer Club and is president of the Summit Station Property Owners Association. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nandawin Nwe is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Wells Fargo in 2025, Nandawin held roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Outside of finance, Nandawin has experience working in the restaurant industry at Mr Cao Japanese Steak House. 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 databases.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and Morgan Stanley. Outside of his advisory role, he is also active as a Dasher for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Gary Jankowitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Merrill. 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 grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jeanette Harriman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank from 2004 to 2023. 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.

Zachary Felz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo, he worked in real estate services, the healthcare industry, education, and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support diversified investment strategies.

Simona Anschutz is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, after working at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Samira Hadi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, NA dating back to 2014. 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 combines brokerage and advisory solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Benjamin Wheeler is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved in singing, participating in rehearsals and concerts in the Kansas City area. 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has held prior roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns and manages a recreational-use property through Kucera Farms 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 provides a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research.

Valencia Spooner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Trust Sourcing Solutions LLC before joining Wells Fargo in 2018. Outside of her advisory role, she is involved as a cosmetic consultant with Mary Kay and also operates a small apple pie business. 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 research from its Investment Institute and third-party sources to guide diversified investment selections and offers a range of brokerage and advisory solutions.

Courtney Loehr is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Deloitte and the University of Missouri. Courtney maintains a CPA license through the National Association of State Boards of Accountancy. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jamie Botts is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his mother. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Wallace Caudill is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Shaw Industries from 2016 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 approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Tonga is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and Bank of the West. Outside of his advisory role, he is involved in photography and music production through Tonga Productions LLC. 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.

Matthew Gelsheimer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at BANK of AMERICA, N.A., Merrill, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thomas Wheeler is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christina Livecchi is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, The Woody Financial Group, and Bard Davol. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Mark Mahon is a CFP® with 22 years of industry experience, currently with Wells Fargo Clearing since 2026. Prior to this, he worked at UBS Financial Services Inc. and has held roles at Ivy Distributors, Inc. and Braden's Hope for Childhood Cancer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.