Brian Stahler is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley, Merrill, and A. G. Edwards & Sons. He is based in Wichita Falls, TX. Wells Fargo Advisors 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Stephen Cox is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He previously worked at Morgan Stanley and Union Square Credit Union. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Derek Jett is a CFP® with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 2001 to 2009. Outside of his advisory role, he serves as co-trustee for his parents. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets with a broad network of advisors and integrates both brokerage and advisory services.

Diane Cheren is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutional investors. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.