Joshua Mathews is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing Services since 2016 and previously spent two years with Edward Jones. Outside of advising, he has ownership in IPEC Coaching, LLC, a non-investment-related business, with his spouse. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Douglas Culver is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the personal representative for his father's estate in Water Mill, NY. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.