Daniel Ruiz is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a longer tenure with Wells Fargo Bank, NA dating back to 2012. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jamie Mitchell is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also involved with MPM Property Group LLC, an entrepreneurial venture. 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 advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Samye O'neill is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a one-third ownership interest in a family land lease for hunting in Mason County, Texas. 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 advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader financial product offering that includes insurance-related vehicles and bank deposit sweep options.

Robert Allcorn is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He participates on the finance committee of Rio Concho Retirement Communities, where he oversees and approves the use and investment of designated trust funds. 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 combines research from Wells Fargo Investment Institute with principles of diversification and modern portfolio theory to evaluate investment options.

William Mcdonald is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party data.