Christopher Anderson is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at GWFS Equities, Advised Assets Group, New York Life Insurance Company, and Wells Fargo Bank. 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 integrates research from Wells Fargo Investment Institute along with third-party data to guide its investment approach.

Mitzi Maxey is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2000. 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 unique inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dane Curtner is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Atlantic Union Bank, First Citizens Investor Services, SunTrust Investment Services, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Marlene Garcia is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, NA since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Amanda Robinson is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior roles include positions at First Citizens Investor Services, AXA Advisors, Cetera Advisor Networks, Valley Wealth Group, Investment Centers of America, and Bank of Botetourt. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Darryn Lamb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. Lamb serves as a board member of the Lake Vista Property Owners Association in Forest, VA. Wells Fargo Advisors is a national securities firm providing 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 from Wells Fargo Investment Institute and third-party sources.

Elaine Stump is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Maddox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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.

Joshua Hartman is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has experience at Wells Fargo Bank, NA, spanning from 2014 to 2022 and resumed in 2025, with additional involvement in English education through J&S English Education International in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven, incorporating modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep products.

Julio Raimundo Valladares is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has been with Wells Fargo Clearing since 2023 and is also involved in restaurant ownership through Pupuseria Los Robles, where he holds a majority stake. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services.

Merveille Ntumba is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. Ntumba has recently joined the firm in 2026 and has prior experience at Truist Financial Corporation. Additionally, Ntumba has been involved in academic roles at Arizona State University and Towson University. 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 data.

Charles Hoback Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial, Bank of Botetourt, Wells Fargo, and Ess. Outside of advising, he is also a commissioned notary in Virginia. 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.

Matthew Bollinger is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He is a finance committee member at Muhlenberg Lutheran Church in Harrisonburg, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach 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.

John Hoffman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he has ownership in a landholding entity called Buck Ridge, LLC. 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 utilizes research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Steven Andrews II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Fifth Third Bank, ICMA RC/SS&C, CSI Companies (Sun Trust), and Bank of America. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kody Mcdaniel is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank, NA since 2018. Prior to his financial services career, he was employed at Lowes Home Improvement from 2015 to 2018. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary options for plan-level investment management.

Vicki Davenport is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank and its affiliated entities since 2010. 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 incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Michael Wilkerson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 14 years of industry experience. Her prior work includes roles at Heritage Financial LLC, Allstate Insurance Company, Ameriprise Financial Services Inc., and Wells Fargo Bank. She has also been involved with Eyring Farms for a decade. 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 broader set of financial product offerings than many large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Thomas Fitchett is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he manages a personal farm in Floyd, VA. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.