Benjamin Watts is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to this, he was involved with Traverse City Whiskey Co. from 2015 to 2018. 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 IPS-driven advisory approach incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Julie Olivier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Julian is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. 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.

Mark Stackable is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a power of attorney for his mother. 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.

Matthew Russell is a Certified Financial Planner® with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and formerly at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he has ownership interests in Russell Oil and Gas, LLC and Lost Moose, LLC, a hunting cabin property in Fife Lake, MI. Wells Fargo Advisors is a national securities firm that offers 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marissa Vandenberg is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services, TD Ameritrade, JP Morgan Chase Bank, and The Huntington National Bank. Outside of her advisory role, she owns Lightbulb Ventures LLC, a company focused on creating innovations in ideas and products. 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 brokerage and advisory solutions supported by research and analytics that emphasize diversification and modern portfolio theory.

Katherine Miller is a financial advisor with Wells Fargo Clearing in Traverse City, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at WELLS FARGO Advisors, LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Kelli Hamilton is a financial advisor with Wells Fargo Clearing in Traverse City, MI, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, she held roles at JPMorgan Chase Bank and J.P. Morgan Securities, and earlier worked in prosecutorial offices in Grand Traverse and Roscommon counties. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Ryan Black is a CFP® with eight years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to this, he worked at Johnson and Johnson for one year. He is a member of the Investment Policy Committee and the Finance Committee at The Children's House Montessori in Traverse City, MI. 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 broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Gwendolyn Flees is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Terry Knott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 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 solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, and it includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Ligon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Stifel and UBS Financial Services. 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 combines in-house research and third-party analytics to offer brokerage and advisory solutions across a broad range of financial products.

Wayne Olivier is a financial advisor with Wells Fargo Clearing in Marquette, MI, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Hannah Sweeney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has held teaching positions at Ferris State University and Northwestern Michigan College. Additionally, she serves as a trustee of a family trust in Traverse City, MI. 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 grounded in modern portfolio theory and includes a comprehensive investment menu that features insurance-related vehicles and bank deposit sweep options.

Keri Sabatini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.