Stephen Taylor I is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BancWest Investment Services for 20 years and LPL Financial for one year. Outside of his advisory work, he has a 50% ownership in a rental property in Cameron Park, California. 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 advisory process is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeremy Maurer is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has an extended tenure at Wells Fargo Bank, N.A. dating back to 2008. 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 the Wells Fargo Investment Institute.

Rachel Eaton is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Bank of America, Merrill, and Morgan Stanley. Her current role at Wells Fargo Clearing began in 2021, with prior tenure at Wells Fargo-related entities totaling over a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment evaluation with a broad platform that includes brokerage and advisory solutions.

Jacob Bless is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. He has been with Wells Fargo Clearing since 2019 and Wells Fargo Bank since 2018. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Amy Galvan is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Kenneth Moodie is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including J.P. Morgan Securities, Chase Investment Services Corp., Wamu Investments, Inc., and Ameriprise. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Alexander Scoledes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 40 years of industry experience. He worked at Morgan Stanley DW Inc. for nine years before joining Wells Fargo in 2016. He also serves as a trustee for trusts established for the benefit of his parents-in-law's grandchildren. 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 provides both brokerage and advisory solutions.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, Door Dash, and Horace Mann Investors. 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.

Jonathan Graham is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, Waddell & Reed, Inc, and Leumi Investment Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tyler Flanigan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His career includes positions at Wells Fargo Bank since 2013 and Charles Schwab from 2011 to 2013. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Wilson Bean is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at Prudential Equity Group, LLC. Outside of finance, he serves as a mountain host at Sugar Bowl Ski Resort, assisting skiers during the winter season. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to guide investment decisions and provides a mix of discretionary and non-discretionary services for retirement plans.

Alexandar Milovanovich is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior employment includes roles at Wells Fargo Bank, U.S. Bancorp Investments, and U.S. Bank. He serves as treasurer for the California International School Parent Association, where he manages budgeting for family events. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with diversified investment options, offering both brokerage and advisory solutions.

Jennifer Jackson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Bank, N.A. since 1999 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she co-owns an online retail store, Cool Deal, LLC. 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 manages substantial assets through a large network of advisors and employs research-driven investment strategies while providing a range of brokerage and advisory solutions.

Robert Burton is a CFP® professional with 27 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016, and previously held roles at A. G. Edwards & Sons, Inc. and RBC Capital Markets. Outside of his advisory work, he owns and manages Burco Construction and Burton Properties, both based in Roseville, CA. 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 combines research and analytics with a range of brokerage and advisory solutions across a large network of financial advisors.

Brian Casey is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves in an advisory capacity for the Don & Rhonda Carano Foundation, a donor-advised fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and a range of financial products including insurance-related vehicles and bank deposit sweep options.

Nataliya Chernopiski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and eight years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as treasurer for the City Bible Church of Sacramento. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics along with diversification principles and modern portfolio theory in its investment approach, while offering both brokerage and advisory solutions.

David Loeffler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in radio and television broadcasting as on-camera or voice-over talent for various productions. 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 and analytics from the Wells Fargo Investment Institute.

Taylor Ohl is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Bank of America, Merrill, New York Life Insurance Co, and Wells Fargo Advisors. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Stagg is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016. His prior experience includes positions at Morgan Stanley and its affiliates from 1999 to 2011. He also serves as co-trustee for family trusts in Roseville, California. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Claudio Boroica is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment decisions.

Eric Hanhold is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to his current role, he spent nine years working in Major League Baseball. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions tailored to plan objectives and risk tolerances. The firm’s advisory approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephen Crowder is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including LPL Financial LLC and Bank of the West. Outside of his advisory role, he serves on the Board of Trustees for The Grand Lodge of Nevada Free and Accepted Masons, where he is involved in financial oversight and governance. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support diversification and modern portfolio theory in its investment approach.

Andrew Schoenike is a CFP® professional based in Roseville, CA, with 18 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at J.P. Morgan Securities and Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Lauren Stowe is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Bank, Citigroup Global Markets, and Citicorp Investment Services. Wells Fargo Advisors 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, supported by research from Wells Fargo Investment Institute and third-party analytics.

Joseph Zanolli is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. He also operates Sierra Foothill Asset Management DBA Owens Estate Wealth Strategies Group. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Geoff Howard is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. 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 solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Jahie Moore Johnson is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research-driven strategies including diversification principles and modern portfolio theory.

Kevin Dedenbach is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. 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, using research and analytics to guide its investment approach.

Sean Herron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Securities and Chase Investment Services Corp. Herron has ownership interests in rental properties in Penryn and Truckee, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management options tailored to plan objectives and demographics.

Constance Sugimoto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her career includes prior roles at Wells Fargo Investments, Valic Financial Advisors, and UBS Financial Services. She is based in Roseville, California. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lindsay Fawcett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing nine years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as president of the Southport HOA in Tampa, Florida. 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 employs more than 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Todd Schroeder is a CFA® charterholder with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing Services, LLC and has held prior roles at firms including Abbey Capital (US) LLC, Foreside Fund Services, LLC, and Alt Fund Distributors LLC. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stacey Martinez Huff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo in various capacities since 2001. Outside of her advisory role, she serves as treasurer for the El Dorado Hill Soccer Club. 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 uses research and analytics to guide its investment decisions and offers both brokerage and advisory solutions across a broad client base.

Michael Zehnder is a financial advisor with Wells Fargo Clearing based in Roseville, CA. He holds Series 63 and Series 65 designations and has 31 years of industry experience. His prior work includes positions at IFMG Securities, Inc. and A. G. Edwards & Sons, Inc. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Raymond Digiuseppe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Valic Financial Advisors, Agia, Systemcom US Inc, and Ameriprise. Outside of financial services, he is licensed as a construction contractor and serves as a qualifying individual for multiple construction-related companies. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sharon Scoville is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her career includes roles at Northwestern Mutual Investment Management and Morgan Stanley, spanning both advisory and management positions. She is based in Roseville, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

William Huff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked with Wells Fargo Investments, LLC and Wells Fargo Clearing, serving in the field for over two decades. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Frank Geremia III is a CFP® professional with 30 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. Outside of his advisory role, he holds a 20% ownership interest in Geremia Companies, LLC, a non-investment related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by comprehensive research and analytics.

Lisa Monsour is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 designations and having 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Kaitlin Mc Mullan is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Wells Fargo Clearing since 2026 and previously spent four years at Edward Jones. Kaitlin’s background also includes roles outside the financial industry, such as teaching with Vipkid. 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, using research and analytics grounded in diversification principles and modern portfolio theory.

Jordyn Johnson is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2026, Johnson worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2026. Outside of the advisory role, Johnson was involved with entrepreneurial activities including Now Boarding LLC and LuLaRoe. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Jacquelyn Gallo is a financial advisor with Wells Fargo Clearing based in Roseville, CA. She holds the Series 66 designation and has 22 years of industry experience, including over 10 years at Wells Fargo Clearing and 23 years with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Irwin is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 financial advisors.

Laila Kassardjian is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 36 years of industry experience. Her prior roles include positions at Wells Fargo Investments and Morgan Stanley DW Inc. Outside of her advisory work, she provides in-home supportive services, assisting with care and household tasks for an elderly family member. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, offering a broad range of financial planning and investment advisory services supported by research and analytics from both internal and third-party sources.

Matthew Hagans is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He is also an assistant water polo coach at Westpark High School in Roseville, CA. 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 offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Laura Filice is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has also been involved in group health insurance through Laura Zoranovich Dohm since 2005. Outside of her advisory work, she receives trail commissions related to Medicare plans. 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 roughly $671 billion in assets and offers a wide range of brokerage and advisory solutions supported by extensive research and analytics.

Michelle Juri is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 1998. 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 roughly $671 billion in assets, supports over 14,000 financial advisors, and offers both brokerage and advisory solutions.

John Lebeau is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and nearly four decades of industry experience. He previously worked at Morgan Stanley DW Inc. for eight years before joining Wells Fargo in 2016. 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 emphasizes research and analytics in its investment approach.