Thomas Penrose is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 credentials and 27 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. Outside of his advisory role, he occasionally assists with expediting food service at a family-owned business. 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 approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Gail Knight is a financial advisor with Wells Fargo Clearing in Philadelphia, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three 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 services tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.