Taylre Herman is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, Herman worked at Randstad for one year. Herman also serves as a power of attorney for a family member. 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, utilizing research and analytics to guide investment selection and portfolio management.

Robbie White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as the executrix of his mother's estate, managing real estate sales and asset division. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Teresa Herman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Shari Hilliard is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors, LLC, and ten years with Wells Fargo Clearing. 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, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Leslie Fiehn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 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 services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Smith is a financial advisor with Wells Fargo Clearing in Tyler, TX. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.