Jeffrey Kidd is a CFP® with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes a brief 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 based on modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jennifer Heidel is a financial advisor with Wells Fargo Clearing in Redding, CA, holding the ChFC® designation and Series 66 license. She has 21 years of industry experience, including five years at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Daniel Whitmoor Pryer is a financial advisor with Wells Fargo Clearing in Redding, CA, holding Series 63 and Series 66 designations and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Bank, NA dating back to 2015. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Harrison is a financial advisor with Wells Fargo Clearing in Redding, CA, holding a Series 63 designation and bringing 39 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 as a director of Star Nutrition, a company focused on natural healthcare. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment services and acting as an ERISA fiduciary. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.