Kevin Ashe is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. Outside of finance, he co-owns a commercial cleaning business with his daughter. 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 provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

Donnie Sanders is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2004 to 2022. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Justin Ellis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and has worked at Wells Fargo Bank NA since 2016. Outside of his advisory work, Ellis co-owns a trading card collectibles business. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jack Parker is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in family timber land and land holding companies in Georgia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Daud Hassan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 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 investment advisory 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.

Claudia Bingham is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank since 2018, and previously with Banksouth and Wells Fargo Bank. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

John Degeronimo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Merrill and Global Atlantic Distributors, LLC. 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 includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Cole is a financial advisor with Wells Fargo Clearing in North Augusta, SC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, with an advisory process driven by investment policy statements and grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment recommendations, performance reporting, and participant education, and is notable for including insurance-related vehicles and bank deposit sweep options within its broader investment offerings.

Jason Marshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he has ownership interests in American Metal Technology, LLC and Fiberglass Unlimited, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Ryan Fotis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory work, he co-owns MY SPECIAL CORNER, LLC, a business focused on Disney World trip planning. 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 includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving a broad institutional client base.

Adam Lee is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Savannah, GA, and has 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he has participated as a movie extra in a film project. Wells Fargo Clearing provides 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 incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Bradford Mattox is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edward Jones and BankSouth Mortgage Company. 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.

Stephanie Groff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Cedric Haynes is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2018 and Wells Fargo Bank NA since 2013. 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.

Janina Morello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Raymond James & Associates and Merrill, as well as Bank of America, N.A. Janina is based in Duluth, Georgia. 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.

Kelly Smith is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Smith holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. Prior to that, Smith held positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Customers Bank. Outside of financial services, Smith owns and operates an auto repair business in Lithonia, Georgia. 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, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Tien Lecroy is a financial advisor at Wells Fargo Clearing with a Series 66 credential and four years of industry experience. Prior to joining Wells Fargo in 2025, Lecroy worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2022 to 2025, and at Merrill and Bank of America Corporation from 2017 to 2022. Outside of finance, Lecroy owns and operates LeCroy's Organic Photography, a photography service business. 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 rooted in modern portfolio theory. The firm serves institutional clients with an IPS-driven approach and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Adis Cukovic is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Florida Financial Advisors and was involved with MV Productions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a large network of financial advisors.

Alexander Greene is a CFP® with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. He is based in Duluth, GA and holds the Series 66 designation. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

Ed Hoosh is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment 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.