James Moore is a financial advisor with Wells Fargo Clearing in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 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 notable inclusion of insurance-related investment options alongside traditional products.

Anthony Guzzardo is a financial advisor with Wells Fargo Clearing in Springfield, IL, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a guardian for his son and as a trustee for his father, both involving monitoring and aid responsibilities. 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 combines research and analytics with diversification principles and modern portfolio theory to support its brokerage and advisory solutions.

Stephen Douglas is a financial advisor with Wells Fargo Clearing in Springfield, IL, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he owns a travel-related business and serves as a legal guardian and representative payee for his brother. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tom Noonan is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Edward Jones, Bank of America, and Merrill Lynch. Outside of finance, he is a partner in Sangamo Brewing, a brewpub in Chatham, Illinois, and owns Prairierd, a storm chasing and photography business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.