Randall Logan is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Candy Properties, LLC, a non-investment business. 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.

Linda Handley is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Shawn Bowen is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jessica Duncan is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. She has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC and is the owner and operator of an e-commerce business selling houseplants on Etsy. 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 sources.

Joseph Miller is a Series 66-licensed financial advisor with Wells Fargo Clearing in Phoenix, AZ, having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2008. 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 menu.

William Rubin is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs, distinguishing it from many institutional advisors.

Kathryn Bascom is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She previously worked at J.P. Morgan Securities for five years and has managed her own jewelry business, Jewels by Kat, since 2017. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Louis Pejlovas III is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, he co-owns Boujee Buggy LLC, a party planning and event rental business based in Mesa, AZ. 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 approach is IPS-driven and rooted in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cole Jensen Handley is a financial advisor with Wells Fargo Clearing in Glendale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He also worked briefly with Ironwood Payments in 2017. 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 advice. The firm’s 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.

Eileen Reed is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

William Paynter Jr. is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2017. Outside of his advisory role, he has maintained ownership of a boutique LLC with his spouse, though the business is currently inactive. 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 approach 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.

Ryan Mills is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and associated with Wells Fargo Bank, NA since 2013. 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, incorporating a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Denise Arrington is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2002. 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 approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Amos Yu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He also serves as a power of attorney for his mother. 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 management. The firm’s approach 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.

Dan Aldrich is a financial advisor with Wells Fargo Clearing based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for six and nine years respectively, and spent two years at Echo Global Logistics. 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 offers both brokerage and advisory solutions, using research from Wells Fargo Investment Institute and third-party sources to guide portfolio construction.

Adam Dugaw is a financial advisor with Wells Fargo Clearing in Chandler, AZ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. His career also includes a long tenure with Wells Fargo Bank N.A. dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm employs an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Owen is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Owen holds a Series 66 designation and is based in Gilbert, AZ. Wells Fargo Clearing provides retirement plan consulting services 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Santibanez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he serves as a power of attorney for a private individual. 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 combines research from internal and external sources with diversification and modern portfolio theory to guide investment selections, while also providing a broad range of related financial products through its bank and insurance affiliates.

Jeffrey Taylor is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo entities since 2015, including Wells Fargo Bank and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Malachi Rodriquez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.