Ruth Miller is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Outside of her advisory role, she serves as successor trustee for her mother's trust. 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. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Mcdougall is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked with Wells Fargo Advisors and Wells Fargo Bank since 2011. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Jimmy Tariga is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he is involved in managing rental properties in Vallejo, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and a range of investment options that include insurance-related vehicles and bank deposit sweep programs.