James Rose is a financial advisor with Wells Fargo Clearing in Ankeny, IA, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Wells Fargo Bank, Nationwide, uBreakIfix, and Cellular Only. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brent Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. He has been with Wells Fargo Bank since 2013 and began his advisory role in 2026. He is based in West Des Moines, IA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Matthew Fortune is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank since 2017 and previously worked at The Rib Shack for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a wide range of financial products.

Robert Meadows is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2015. 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 and analytics.

Ann Johnson is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she has been associated with Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Christin Ann Aldridge is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and with 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2003. 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 manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Andrea James is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Investments, LLC from 2007 to 2011. Outside of her advisory role, she co-owns NW Designs, LLC, an automotive and woodworking business. 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, utilizing research from Wells Fargo Investment Institute and third-party databases to support its diversified investment approach.

Brian Mortensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting services 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 notable inclusion of insurance-related investment options and bank deposit sweep programs.

Andrea Anderson is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank, N.A. since 2009. Outside of her advisory role, Anderson serves on the South Moline Township board, attending budgetary meetings related to township funds. 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 through over 14,000 financial advisors, offering both brokerage and advisory solutions.

Joseph Chambers is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked previously with Wells Fargo Investments, LLC for 10 years before joining Wells Fargo Clearing, where he has been 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment strategies.

Karen Neff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 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 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 and analytics.

Reagan Bates is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at Dewaay Capital Management for eight years before joining Wells Fargo in 2016. Outside of his advisory role, he is active as a stylist selling nail polish strips and lipstick, and engages in affiliate sales and personal shopping ventures. 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 a range of brokerage and advisory solutions supported by research and analytics.

Dominick Petz is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and with Wells Fargo Clearing since 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary 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.

Kimberly Mcintosh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 33 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 services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing more than 14,000 advisors. The firm offers both brokerage and advisory solutions and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to inform investment decisions.

Amy White is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank, nA, Lone Star College, and Vision ISS. 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 uses research from Wells Fargo Investment Institute along with diversification principles and modern portfolio theory in its investment approach.

Isaac Dunlap is a Series 66-licensed financial advisor with five years of industry experience. He is currently affiliated with Wells Fargo Clearing Services LLC and has previously worked at Cambridge Investment Research. Outside of his advisory role, he is involved with Digital Intelligence Systems LLC. 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 the Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to evaluate investment options, operating with more than 14,000 advisors and approximately $671 billion in assets under management.

William Goodwin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He 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 services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Brian Hagedorn is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles at Wells Fargo Bank and Wells Fargo Clearing since 2001. Outside of his advisory work, he serves as a power of attorney for his parents on investment-related matters. 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 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.

Jill Greiner is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and 24 years of industry experience. Her career includes multiple tenures at Wells Fargo Clearing, as well as positions at Edward Jones, Raymond James & Associates, and Citigroup Global Markets. Outside of her advisory work, she is involved in a farming and livestock consulting business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through a network of over 14,000 advisors.

John Rowe is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He previously worked at Edward Jones for eight years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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 analytics.