Jenny Holland is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2019. Her prior roles include positions at UBS Financial Services and multiple divisions of Morgan Stanley dating back to 2004. She serves as a trustee for Uncle's Flower Trust in Sylva, NC. Wells Fargo Advisors is a national securities firm offering 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Larry East is a CFP® with 24 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has business activities related to ownership in local investment-related entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. It offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Jeffrey Muri is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Invest Financial Corporation, and United Community Bank. Wells Fargo Advisors is a national securities firm offering 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 both brokerage and advisory solutions supported by extensive research and analytics.

Shannon Carlock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. She is based in Waynesville, North Carolina. 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 both brokerage and advisory solutions.

Mathew Underwood is a financial advisor with Wells Fargo Clearing in Waynesville, NC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 12 years before joining Wells Fargo in 2020. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.