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Kapinga M

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Kapinga Mukenge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining Wells Fargo in 2022, Mukenge worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2022, and previously at Exertus Financial Services and World Financial Group. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Joshua C

Series 66

Duluth, GA

Wells Fargo Clearing

Joshua Carr is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Retired Founder/Business Owner
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Michael N

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Michael Neville is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. 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.

Retired Founder/Business Owner
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Nakisha P

Series 66

Duluth, GA

Wells Fargo Clearing

Nakisha Purdiman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and has experience in real estate and outsourcing. Outside of her advisory role, she owns a repair and lawn service business and has interests in real estate and other non-investment ventures. 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 follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Christina M

Series 66

Duluth, GA

Wells Fargo Clearing

Christina Moore is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and SunTrust (now Truist). Before entering finance, she worked in various industries including staffing and fitness. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a range of investment vehicles including insurance-related products and bank deposit sweep options.

Retired Founder/Business Owner
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John N

CFP®, Series 66

Duluth, GA

Wells Fargo Clearing

John Nuckolls is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior roles include positions at Merrill, Bank of America, N.A., and BB&T. Outside the financial sector, he has worked at Carrabba's Italian Grill and Lipsey Logistics. 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.

Retired Founder/Business Owner
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Matthew H

Series 66

Duluth, GA

Wells Fargo Clearing

Matthew Hjelmstad is a financial advisor with Wells Fargo Clearing in Snellville, GA, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, CVS, and Vitamin Shoppe. Outside of his advisory role, he is a drummer in the band at Galilee Christian Church in Jefferson, GA. 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 management options. The firm’s advisory process 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.

Retired Founder/Business Owner
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Chandler W

Series 66

Duluth, GA

Wells Fargo Clearing

Chandler Wood is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2015. 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.

Retired Founder/Business Owner
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Thomas P

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Thomas Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2020, following roles at LPL Financial, CNB Bank, Inc., and Cetera Investment. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Arturo R

Series 66

Duluth, GA

Wells Fargo Clearing

Arturo Rodriguez is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, N.A., Invitations Plus, Inc., and Peter the Printer, Inc. Outside of his advisory role, he owns and operates The Art of Impressions LLC, a graphic design and printing business. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Erika C

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Erika Carper is a financial advisor with Wells Fargo Clearing, 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 an extended history with Wells Fargo Bank NA dating back to 2012. Outside of her advisory role, she has partial ownership in Black Tie Cafe, a mobile coffee business serving special events. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Mark B

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Mark Blackwell is a financial advisor with Wells Fargo Clearing in Conyers, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2014. Outside of his advisory role, he works as an independent voice actor and is involved in customer service at a grocery store. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Debra B

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Debra Bond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as 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 options for both discretionary and non-discretionary plan management.

Retired Founder/Business Owner
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Sonia M

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Sonia Malik is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services, LLC, since 2018, following two years at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Diane D

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Diane Davis is a financial advisor with Wells Fargo Clearing in Norcross, GA, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Diane is the sole owner of the Tarik I Kindell Scholarship Fund LLC, a scholarship foundation that is currently in the process of closing. 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 advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Owen B

Series 66

Duluth, GA

Wells Fargo Clearing

Owen Bullard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Edward Jones for three years and has additional experience in insurance and the food service industry. 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 investment policy statement-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Michelle D

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Michelle Davenport is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked with Wells Fargo Bank, Wells Fargo Advisors LLC, and Wells Fargo Clearing since 2002. 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 approach is IPS-driven and based on modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Jeretha T

Series 66

Duluth, GA

Wells Fargo Clearing

Jeretha Tabor is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services. 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 includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Johanna K

Series 66, Series 63

Duluth, GA

Wells Fargo Clearing

Johanna Kinney is a financial advisor with Wells Fargo Clearing and holds Series 66 and Series 63 credentials. She has three years of industry experience and has been with Wells Fargo Bank and Wells Fargo Clearing Services for a combined total of ten years. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Dylan S

Series 65, Series 63

Duluth, GA

Wells Fargo Clearing

Dylan Strickland is a financial advisor at Wells Fargo Clearing in Duluth, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo, he was associated with Florida Financial Advisors DBA Georgia Financial Advisors and has academic experience at Georgia State University and Georgia Institute of Technology. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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