Frances Hamrick is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has worked at Wachovia Bank, N.A. since 2004 and joined Wells Fargo Clearing in 2016. Outside of her advisory role, she wholly owns Snowden Place, LLC, a family home holding entity. 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 a range of brokerage and advisory solutions, relying on research and analytics to guide its investment approach.

Simone Sowell Odom is a financial advisor at Wells Fargo Clearing with 32 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2016 and maintains a consulting role with Odin Industries, a licensing company focused on business succession planning and strategic direction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Mark Bell is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. beginning in 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified portfolios and offering a range of products through affiliated banking and insurance entities.

Diana Rosales Quintanilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and has a longer tenure at Wells Fargo Bank NA beginning in 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

David Hendricks is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. He is based in Duluth, GA. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Roderick Agard is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked from 2015 to 2023. 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.

Charles Nelson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he has ownership in Noslen Group LLC, involved in investment-related activities. 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 a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Charles Williams III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2022. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Shureen Long is a financial advisor at Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Progressive Insurance. Outside of her advisory work, she serves as General Partner and Managing Member of VLB Investment Group LLC, a property management business based in Savannah, Georgia. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Obrien is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and previously worked for VALIC Financial Advisors, Inc. for eight years. 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.

James Madebach is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member of the Westwood Property Owners Association in Augusta, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute and third-party databases to evaluate investment options based on diversification and modern portfolio theory.

Thomas Fliss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. He is based in Lilburn, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Harshil Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2013. Outside of his advisory role, he serves as a board member of the Derrick Landing Homeowners Association in Savannah, GA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party data.

Philip Barnes is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Truist, Alex Quilis State Farm, and E*Trade Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.

Stephen Trammell is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Afua Bandoh is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Mutual Group, Horace Mann Companies, and BB&T Investments. 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 offers both brokerage and advisory solutions, leveraging research and analytics to guide investment decisions.

Jordan Loshy is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank NA since 2013, joining Wells Fargo Clearing in 2016. Outside of his advisory role, he assists with audio and video production for sporting events at Ming Entertainment. 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.

Jeremy Adams is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 65, Series 63, and Series 66 licenses and bringing 12 years of industry experience. His career includes positions at Wells Fargo Bank NA and Merrill, as well as operating a self-employed construction and remodeling business for two years. Based in Duluth, GA, he has been with Wells Fargo Clearing since 2018. 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 operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Ashley Davy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Wells Fargo Bank, NA since 2014 and Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a trucking company and serves as treasurer for the South Gwinnett Boys Tip Off Club. 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 and analytics based on diversification principles and modern portfolio theory.

Bekira Mark is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has also worked with Wells Fargo Bank since 2016. 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.