Dustin Sandlin is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he co-owns Timber Ridge Farms, LLC, a non-investment-related business in Pottsboro, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Stephen Davidson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Joey Beason is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include Merit Financial Group and LPL Financial. He serves as Treasurer for Downtown Sherman Now and the Grayson County Children's Advocacy Center, where he is also Finance Committee Chair. 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.

Roy Kimberlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years before joining Wells Fargo Advisors LLC and subsequently Wells Fargo Clearing. Outside of his advisory role, he is a landlord of rental properties in Pottsboro, Texas. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Gladen is a financial advisor with Wells Fargo Clearing in Sherman, TX, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Wells Fargo Advisors LLC, Raymond James & Associates, Morgan Keegan & Company, LLC, 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, wrap‑fee programs, and retirement plan consulting. The firm uses research and analytics from its investment institute and third-party sources to support investment decisions and offers both brokerage and advisory solutions.

Juston Dobbs is a CFP® certificant with 27 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Dobbs serves on the board of the Wilson N. Jones Community Foundation and is a member of the Sherman, Texas City Council. 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 utilizes research and analytics to support diversified investment strategies.

Gail Utter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as president of the Laurel Creek Homeowners Association and is involved in community activities including chairing the community engagement committee for Grayson College’s bond election. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers IPS-driven advisory services grounded in modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Nathan Pike is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has a background including roles at Wells Fargo Advisors, Encore Wire Corporation, True North Advisors, Edward Jones, and Equitable Advisors. Outside of his advisory work, he serves on the board of directors for the Lake Texoma Municipal Utility District No. 1 and acts as an advocate for children in the foster system with Court Appointed Special Advocates (CASA) of Grayson County. He is also involved in a family-owned business operating a yoga business and an Amazon e-commerce store, as well as consulting for small business owners. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Haley Carey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Natalie Tuttle is a financial advisor with Wells Fargo Clearing in Sherman, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously employed with Wells Fargo Advisors LLC from 2009 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 investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a distinctive inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jason Blankenship is a CFP® with 20 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. His spouse owns and operates a floral business, Blankenship Blooms LLC, where he serves as an authorized signer. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Tymothe Rosenthal is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo in 2026, he held roles at Northwestern Mutual Wealth Management Company and related Northwestern Mutual entities from 2023 to 2026. His background also includes work in retail and real estate sectors. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

Chad Manning is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior year 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Thornhill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is president and owner of Thornhill Oil & Gas Inc., which manages oil and gas royalties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.