John Gerber is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 credentials and having one year of industry experience. His work history includes roles at Wells Fargo Bank, Trinity Wealth Securities, and Florida Financial Advisors. 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 supports clients through research-driven investment strategies and a broad range of financial products.

Sylvie Raffray is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Bank NA since 2019 and has been with Wells Fargo Clearing Services, LLC since 1988. 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 research from Wells Fargo Investment Institute and third-party analytics.

Scott Haggas is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and seven years of industry experience. His prior experience includes five years at First Command in various advisory and brokerage roles, along with 26 years of service in the US Army. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kristopher Harkless is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Wells Fargo Bank NA. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Minh Doan is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, Doan has ownership interests in several businesses, including a nail salon and investment-related holding companies, and serves as treasurer for a networking organization. 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 its investment institute with diversification and portfolio theory principles while providing both brokerage and advisory solutions.

Charrie Dennard is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo, Dennard held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, Bank of America, and Fifth Third Bank. Outside of financial services, Dennard has experience with entrepreneurial ventures including Pro Custom Solar LLC and Downtown Public House LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from its investment institute and third-party sources to inform its investment approach.