Paul Freudenberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 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 an alternate power of attorney for Wells Fargo clients in Pinetop, Arizona. 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 incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Dusti Audsley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. She has worked at various Wells Fargo entities since 2003. Outside of her advisory role, her spouse owns a concrete construction business in Prescott Valley, AZ. 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.

Benedetto D'alessandro is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a discretionary 3(38) investment option, with a broader range of financial product offerings than is typical for large institutional advisers.

Gina Shumway is a financial advisor with Wells Fargo Clearing in Prescott, AZ, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo since 2017 and is also involved in ticket sales for the Findlay Toyota Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with over $671 billion in assets under management and more than 14,000 financial advisors.