Valerie Lyons is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. 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 vehicles and bank deposit sweep options among its investment offerings.

Erik Burros is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a head linesman for the Portland Football Officials Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans with services including investment policy preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services and a broader set of financial products than typical institutional advisers.

Jude Jeannis is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an investment committee member for the Portland Art Museum. 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 financial product options such as insurance-related vehicles and bank deposit sweep programs.

Nabil Farhat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing seven years of industry experience. He previously worked at Phoenix Trading Technologies LLC and Al-Fajer Securities. 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.

Mousa Obeidi is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing in 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 based on modern portfolio theory, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary when advising on investments.

Robert Munly IV is a CFP® with 27 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederic Luyties IV is a CFA® charterholder with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2009. He is based in Portland, OR. In addition to his advisory role, he serves as a personal representative for his mother in matters related to investments. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Brian Nelson is a financial advisor at Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nathan Kinney is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and its affiliated entities from 2016 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 options. The firm’s advisory 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 menu.

Nathan Vander Kley is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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.

William Hamerman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing and affiliated entities since 2021 and previously spent ten years at Wells Fargo Bank. 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 approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Logan Zlomke is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 designations and four years of industry experience. His career includes roles at various Wells Fargo divisions since 2017, including Wells Fargo Advisor and Wells Fargo Wholesale. 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 sources.

Duane Hoffinger is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 uses research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Richard Wilhelmi is a CFP®-certified financial advisor with 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He is based in Portland, OR. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven approaches incorporating diversification and modern portfolio theory.

Jason Hurley is a financial advisor with Wells Fargo Clearing in Beaverton, OR, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 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 grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Tevin Jeannis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and is also involved with Q6 Model & Talent Management, a modeling business based in Portland, Oregon. He previously worked at the University of Oregon from 2018 to 2022. 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.

Joseph Regan is a financial advisor with Wells Fargo Clearing in Portland, OR. He holds Series 63 and Series 65 credentials and has 10 years of industry experience, all with Wells Fargo-related entities. Outside of his advisory work, he serves as a high school basketball referee with the Portland Basketball Officials Association. Wells Fargo Advisors 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.

Neil Zellick is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked within Wells Fargo-affiliated entities since 2013. 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 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.

Lisa Meredith is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with Wells Fargo Securities, LLC since 2009 and has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2020. Outside of her advisory role, she owns and manages a rental property in Gearhart, OR. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aric Buck is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo NA, and Morgan Stanley. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Francis Correale Jr. is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he is involved in designing, manufacturing, and selling clothing through a business he owns with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is grounded in modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joel Greenblum is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Greenblum serves as an investment committee member for the Oregon Jewish Community Foundation, contributing to allocation decisions for the organization’s managed funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.