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Tonya H

CFP®, Series 66

Troy, MI

Wells Fargo Clearing

Tonya Hutchison is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing. Her prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, TD Ameritrade, and Huntington Bank. Outside of her advisory work, she has been involved in real estate through ownership and partnership in multiple real estate entities. 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 process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Melony P

Series 66

Troy, MI

Wells Fargo Clearing

Melony Parker is a Series 66 licensed financial advisor with 20 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. She is based in Troy, MI. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Retired Founder/Business Owner
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Kevin Z

Series 63, Series 65

Troy, MI

Wells Fargo Clearing

Kevin Zions is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. Outside of his advisory role, he serves as a trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Retired Founder/Business Owner
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Terry G

Series 63, Series 66

Troy, MI

Wells Fargo Clearing

Terry George is a financial advisor with Wells Fargo Clearing in Troy, Michigan, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Abby G

Series 66

Troy, MI

Wells Fargo Clearing

Abby Guest is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, she held positions at several firms including Applied Systems and Jackson National Life Insurance Company. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party databases.

Retired Founder/Business Owner
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Kay D

Series 63, Series 65

Troy, MI

Wells Fargo Clearing

Kay Durow is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Durow serves as a power of attorney for her spouse and is a standby guardian for her brother. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support its diversified investment approach and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.

Retired Founder/Business Owner
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James G

Series 63, Series 65

Troy, MI

Wells Fargo Clearing

James Guest is a financial advisor with Wells Fargo Clearing in Troy, MI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside his advisory role, he serves as a trustee for his father. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Retired Founder/Business Owner
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Jaime M

Series 66

Troy, MI

Wells Fargo Clearing

Jaime Mccauley is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 21 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a guardian for his mother. 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 employs a large network of advisors and uses research and analytics to support investment decisions while offering a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Eric N

CFP®, Series 63, Series 65

Troy, MI

Wells Fargo Clearing

Eric Neubecker is a Certified Financial Planner® with 32 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley Smith Barney and Ameriprise Financial Services. He serves as a successor trustee for his father's investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment evaluation with a broad range of financial products distributed through affiliated banks and insurance companies.

Retired Founder/Business Owner
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Michael B

Series 66

Troy, MI

Wells Fargo Clearing

Michael Burch is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in promoting furniture sales through a business he co-owns with his spouse and holds a partial ownership in a Cartridge World franchise. 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 offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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