Jeffrey Layman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley and its affiliated entities from 2007 to 2019. Layman serves on the University of Missouri Board of Curators, participating in committees related to health affairs, academic and student affairs, and executive oversight. 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 solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jonathan Morse is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously held positions at Bank of America, N.A. and Merrill. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Lisa Jordison is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019. Prior to that, she was with Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2019. Her spouse owns Cornerstone Foodservice Advisors, LLC, a business unrelated to investments. 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 process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Stephen Mangan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously worked at Bank of America and Merrill from 2015 to 2019. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Darron Hemann is a financial advisor with Wells Fargo Clearing in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Morgan Stanley. Outside of finance, he owns and operates a music distribution company, DC-Jam Records, and is involved with Missourians Improving Higher Education LLC, where he participates in speaking engagements. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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, serving as an ERISA fiduciary and including a range of financial products such as insurance-related vehicles and bank deposit sweep options.