Maria Klahejian is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. She is based in Pasadena, CA. 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 follows an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles among its investment offerings.

Preni Keshishi is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Wells Fargo, Preni worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and earlier at Sears Holdings Corporation/K-Mart. Outside of finance, Preni provides in-home supportive care to a family member. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, utilizing an investment policy statement-driven approach based on modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary services, including investment selection, performance reporting, participant education, and plan benchmarking.

Marciano Almeda is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes multiple roles at Wells Fargo Bank, N.A. and Wells Fargo Clearing, as well as positions at J.P. Morgan Securities and JPMorgan Chase 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.