Elizabeth Chapman is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Centene Health Net Federal Services, Centene Health Net, BAC Community Bank, San Joaquin County Probation Department, and Wells Fargo and Co. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Peter Gibson is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding a Series 66 license and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for six years before joining Wells Fargo in 2021. Outside of his advisory role, he has ownership interests in agricultural and land holding entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment vehicles, such as insurance-related products and bank deposit sweep options.

Leonilo Garces is a financial advisor with Wells Fargo Clearing based in Stockton, CA. He holds a Series 63 designation and has 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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 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 in its investment menus.

Daniel Christ is a CFP® with 38 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is a board member of the San Joaquin County Estate Planning Council, where he assists in finding speakers for member meetings. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment vehicles, such as insurance-related products and bank deposit sweep options.

Amrinder Dhaliwal is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior experience includes roles at LPL Financial, Bank of the West, BancWest Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services such as investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory in its investment evaluations.

Shane Mccurry is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has previously worked at BancWest Investment Services and BANK OF THE WEST. 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 databases.