Zoee Smythe is an advisor at Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses. She has been with Wells Fargo since 2021, including her current role starting in 2026. Prior to entering the financial industry, she worked at Target and has no prior investment industry experience. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with an emphasis on research-driven investment strategies and a range of complementary financial products.

Daniel Hartnett is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2019, having worked at Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management solutions. 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.

James Richards is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior work includes roles at Wells Fargo Investments, Morgan Stanley, Windsor Financial Group, and Miles Capital. Outside of his advisory activities, Richards is an active musician involved in two bands, including releasing music on major digital streaming platforms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets with more than 14,000 advisors, employing research-driven approaches and offering a broad range of financial products and services.

Craig Johnson is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at UBS Financial Services from 1999 to 2003. Outside of advisory work, he serves as a trustee for a family investment-related entity and is involved in managing family farming and related business activities. 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 combines research from Wells Fargo Investment Institute and third-party sources and offers both brokerage and advisory solutions across a broad range of financial products.

Kyle Black is a financial advisor with Wells Fargo Clearing in West Des Moines, IA. He holds a Series 66 credential and has 11 years of industry experience, including ten years with Wells Fargo Clearing and sixteen years with Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a variety of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and supports its services with research from the Wells Fargo Investment Institute and third-party databases.

Brian Jameson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments from 2007 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Johnson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing since 2005 and 2016, respectively. 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 manages approximately $671 billion in assets and supports over 14,000 financial advisors, offering both brokerage and advisory solutions.

Clark Bishop is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo since 2008, including roles at Wells Fargo Investments and Wells Fargo Clearing. Outside of his advisory work, Bishop is a percussion instructor and actively performs as a drummer with local music groups. 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 from Wells Fargo Investment Institute and third-party sources.

Hai Vu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2025 and Wells Fargo Bank, N.A. since 2024. Prior to his financial services career, he operated Pho&Tea Cafe LLC for four years and worked at Jimmy John's for five years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Harlan Sytsma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. 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 and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Bailey Jensen is a financial advisor with Wells Fargo Clearing in Des Moines, IA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, Jensen worked at Wells Fargo Bank, N.A. for nine years and Theisen's Home-Farm-Auto for five years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sandra Junge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2006 to 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Collins is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2012, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that offers 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, managing approximately $671 billion in assets with over 14,000 financial advisors, and provides both brokerage and advisory solutions.

Andrew Langhoff is a financial advisor with Wells Fargo Clearing in West Des Moines, IA. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Wells Fargo, he worked at Johnson Financial Group and has held roles outside the financial sector, including with Third Space Brewery and Ozaukee Country Club. 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 both brokerage and advisory solutions.

Brandon Hays 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. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Ryan Dennis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Wells Fargo Clearing since 2021, with prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, 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.

Tiffanie Hinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she serves as a precinct captain for the Polk County Election Office in Des Moines, Iowa. 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 incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Donald Bradley is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2011. Outside of his advisory role, he owns and operates an electrical contracting and building maintenance business in Rock Island, IL. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Allison Mark is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 designations and two years of industry experience. She has worked at Wells Fargo Clearing since 2023 and also serves as a guest services attendant at the Iowa Event Center. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Michael Cordes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2015 before joining Wells Fargo Clearing in 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.