Ward Gorham is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley for 11 years before joining Wells Fargo Clearing in 2024. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Timothy Cusick is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Prudential Equity Group, LLC. He serves as an investment committee member for Rise Up Industries, focusing on investment policies and bylaws. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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 extensive research and analytics.

Jackson Cusick is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, North Star Resource Group, and Minnesota Life Insurance Co. His work history also includes experience at Securian Financial Services Inc and CRI Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Anthony Wood is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2023. Prior to his advisory role, he attended the University of Miami and The Bishop's School. 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 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

David Harrison is a CFP® with 38 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC for nine years. He holds Series 63 and Series 65 licenses and acts as a power of attorney for his spouse in an unrelated capacity. 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.

Sharon Loero is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 66 and Series 63 designations and bringing 26 years of industry experience. Her prior work includes roles at Charles Schwab and Co., Inc. and TD Ameritrade Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets across more than 14,000 advisors.

Ari Feldman is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm that provides 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 data.

Brenda Contreras is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she teaches exercise classes at 24 Hour Fitness and produces weekly videos on promoting a healthy lifestyle through nutrition, exercise, budgeting, and stress reduction. Wells Fargo Advisors is a national securities firm that provides 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, employing research and analytics to support diversified investment strategies.

Phillip Wendt is a CFP®-certified financial advisor with Wells Fargo Clearing, based in San Diego, CA, and has six years of industry experience. He has worked at various Wells Fargo entities since 2014. 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 advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Brian Wisniewski is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversified investment strategies.

Patricia Lockwood is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2024 and previously spent 11 years with Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering 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, with a fiduciary role when providing investment advice and options for discretionary plan-level investment management.

Deborah Macneil is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Invest Financial Corporation and Wells Fargo Investments. Outside of her advisory work, she is an independent consultant for Pampered Chef and co-owns a real estate management business with her spouse. 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 from Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

Andrew Bitterlin is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee for family and friends in San Diego, CA, and Mooresville, NC, managing investment-related responsibilities. 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 and applying diversification principles and modern portfolio theory.

Kylie Cusick is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously was employed at Banco Falabella from 2015 to 2017. Outside of her advisory role, she serves as a board administrator for the Fresh Start Surgical Gift Foundation in Carlsbad, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment 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.

Jesus Estrada Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm providing 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 and analytics from Wells Fargo Investment Institute and third-party databases.

Victoria Utecht is a financial advisor with Wells Fargo Clearing in San Diego, CA. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Her prior experience includes 11 years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions.