Daniel Kinnear is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2020. Kinnear also serves as an adjunct lecturer at the University of Arizona's Eller College of Management, teaching various finance courses including Introduction to Finance and Applied Investment Management. 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 broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Karen Carter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and with affiliated Wells Fargo firms since 2009. Outside of her advisory role, she owns and operates a cake decorating business and works as a mystery shopper and delivery driver. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics from its investment institute alongside diversification and modern portfolio theory in its approach.