Charlotta Stroud is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Producers Cooperative Association from 2017 to 2021 and Crawford County, Kansas from 2009 to 2017. 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 IPS-driven process is grounded in modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

John Barrows is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has one year of experience and previously worked in industries including construction and mental health, as well as at Pittsburg State University and Watco. 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 uses research and analytics to support a range of brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 advisors.

Shane Peak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 23 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 on the finance committee of Our Lady of Lourdes Catholic Church in Pittsburg, KS, advising on financial decisions related to the church and its school budget. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.