Peter Snyder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Marla Bosset is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Limelife Inc, a skincare and cosmetics business, working approximately 20 hours per month. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options based on diversification and modern portfolio theory.

Julia Mcintire is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Richard Millner is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven process grounded in modern portfolio theory. Wells Fargo Clearing offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Carroccio is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory work, Carroccio serves as a finance committee member for both the Washington Jesuit Academy and the Safe Shores DC Advocacy Center. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Dean Bowen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Charles Schwab. 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 more than 14,000 financial advisors.

Samah Adem is a financial advisor at Wells Fargo Clearing with two years of industry experience. Prior to joining Wells Fargo, Samah worked at HSBC Securities and HSBC Bank, and has also been employed with Uber, where they continue to work as a driver. Samah is a part owner of a childcare business that is not yet operational. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Brian Powell is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo affiliates since 2016. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Paula Heichel is a CFP® with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has sole ownership of a rental property business in Washington, DC. 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 approach incorporates modern portfolio theory and includes a broader set of financial products than typical large institutional advisers.

Bertrand Ong is a financial advisor with Wells Fargo Clearing in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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.

Urandari Naranbat is a Series 66 licensed financial advisor with 8 years of industry experience, currently with Wells Fargo Clearing Services, LLC, where she has worked since 2010. She is based in Washington, DC. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Camille Meeks Stevens is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, as well as Wells Fargo Bank NA since 2014. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Fleury is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Fleury serves as co-chair of the finance and enrollment committee on the advisory board of Holy Redeemer Catholic School in Kensington, MD. Wells Fargo Advisors is a national securities firm that provides 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 a range of brokerage and advisory solutions.

Joseph Miro is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee of a family trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and serves a broad client base through brokerage and advisory solutions.

Lara Kien is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 grounded in modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Rafael Villavicencio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with 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 non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan objectives with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Marshall is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Treasurer for Friends of Ballou, a nonprofit organization that raises funds for college scholarships for graduates of Ballou High School in Washington, D.C. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Reyes is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Stephen Brady is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. 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 operates on a large scale with over 14,000 financial advisors and $671 billion in assets under management, offering both brokerage and advisory solutions.

Lance Slaughter is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. Outside of his advisory role, he serves on the finance and investment committees at Hood College, where he reviews financial data and investment consultant reports. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.