Nicholas Manna is a Series 66 licensed advisor with Wells Fargo Clearing in West Des Moines, IA, and has one year of industry experience. His work history includes roles at Wells Fargo Bank, Bank of America, Merrill, and Wells Fargo Home Mortgage. 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.

Rachel Kurtz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she has minority ownership interests in family-owned commercial rental property entities. 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 the Wells Fargo Investment Institute and third-party data.

Holly Nielsen is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. In addition to her advisory role, she holds power of attorney for her 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Goodson is a Series 66 licensed financial advisor with nine years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to this, he worked at The Home Depot in 2016. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sherri Finney is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Wells Fargo entities since 2008, including her current role at Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Dijana Burnic is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and experience working at Wells Fargo Bank, U.S. Bank, and in nonprofit sports event promotion. She has been with Wells Fargo Clearing since 2025 and previously worked in the restaurant industry and at the University of Montenegro. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a broader range of financial product options than typical for large institutional advisers.

Carol Breeser is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked with Wells Fargo entities since 2008. 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.

Ronald Goodson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 32 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for nine years before joining Wells Fargo in 2016. Goodson serves as an executor and administrator for family estates, managing fiduciary responsibilities related to investment matters. 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 combines research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach across brokerage and advisory solutions.

Donald Flannery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 32 years of industry experience. He previously worked at Merrill for 10 years before joining Wells Fargo Clearing in 2016. Outside of advising, he manages rental farmland in Iowa City. 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 significant assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Kurt Belger is a financial advisor at Wells Fargo Clearing, holding CFP® and CFA® designations with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2009 to 2011. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Todd Edwards is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016. Prior to that, he worked at Merrill from 2009 to 2015 and Banc of America Investment Services, Inc. from 2004 to 2009. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a range of brokerage and advisory solutions across a broad client base.

Brooklyn Enderton is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Ankeny, Iowa, and has three years of industry experience. Brooklyn has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2012. Outside of advisory work, Brooklyn serves as a court visitor for Polk County Courts, reviewing cases to determine the need for guardianship or conservatorship. 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 driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Bradley Arp is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has been with Wells Fargo-related firms since 2023 and has prior work experience in education and community recreation. 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.

Bryce Whitaker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at LPL Financial, First Interstate Bank, Raymond James Financial, and Wells Fargo Bank. He serves as treasurer for the Casitas Del Monte Condo Association in Palm Springs, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Evan Decker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His previous work experience includes roles at Elliott Aviation, Rock Island Arsenal Joint Manufacturing & Technology Center, and the Illinois Air National Guard, where he has served since 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 sources.

Brett Underberg is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 10 years before joining Wells Fargo in 2022. 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 provides brokerage and advisory solutions supported by research and analytics.

Gregory Zanker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to support diversified investment strategies and offers both brokerage and advisory solutions at scale.

Amy Townsend is a CFP® professional with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Choreo, LLC and Principal Financial Services. 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 Wells Fargo Investment Institute and third-party sources.

Thiago De Souza Mendes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. He previously worked at Caixa Economica Federal for nine years before joining Wells Fargo in 2023. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Tamara Elwell is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a blend of brokerage and advisory services supported by research and analytics from its investment institute and third-party sources.