Jordan Felix is a CFP® professional affiliated with Wells Fargo Clearing, with seven years of industry experience. He has held positions at several firms, including Facet Wealth, Raymond James & Associates, UBS Financial Services, Morgan Stanley, and Scottrade Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of investment products that include insurance-related vehicles and bank deposit sweep options.

Kyle Collins is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and four years of industry experience. His career includes roles at Merrill and various Wells Fargo entities, as well as positions outside the financial sector such as the US Census Bureau, Walmart, and Lowes. 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 advisory options. The firm’s 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.

Tony Thompson is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2004 and Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Aleksandr Goldberg Rugalev is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

John Jacobs Jr. is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing Services since 2018, having also worked at Wells Fargo Bank NA since 2015. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Mccoy is a financial advisor with Wells Fargo Clearing in New Bern, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2006. He serves as Finance Committee Chair for Craven County Partners in Education, where he oversees financial records and internal controls. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephen Garces is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 65 licenses and has prior experience with DetTech Surface Solutions LLC and the United States Marine Corps, where he served for 11 years. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Crystal Pinnix is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2015. 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.

Matthew Boggs is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Fidelity Investments and various Wells Fargo entities dating back to 2018. 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 data.

Gregory Klein is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2012, initially at Wells Fargo Advisors, LLC, before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns and operates a streaming music website called The Sonik Temple. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored investment solutions.

Ryan Beaudry is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Christopher Womack is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2013. 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.

Itzel Goldsborough is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. She has one year of industry experience and has worked at Wells Fargo Bank, Truliant Federal Credit Union, and other organizations. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lydell Thompson is a CFP® professional with 22 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Colby Edmonds is a financial advisor at Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Wells Fargo, he worked at First Citizens Bank and First Citizens Investor Services. Outside of finance, Edmonds has experience in the fitness and retail sectors, including time at Burn Boot Camp and Noire the Nail Bar. Wells Fargo Clearing provides retirement plan consulting 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Giselle Madsen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. She has worked at Wells Fargo Bank, nA since 2019 and previously held positions at Guilford Technical Community College and Our Lady of Grace Catholic School. 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 combines research from Wells Fargo Investment Institute with modern portfolio theory to guide its investment approach.

Adam Pike is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, serving plan sponsors with tailored solutions and acting as an ERISA fiduciary when providing investment advice.

Leigh Staton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. Prior to this role, Staton has been with Wells Fargo Bank, N.A. since 2010. 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. The firm’s approach is based on investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Bruce Bird is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Edward Jones and The Prudential Insurance Company of America. He is based in Wilmington, NC. 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 a large network of advisors and offers both brokerage and advisory solutions.

Christopher Heath is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and at Wells Fargo Bank since 2017. Prior to that, he was employed by Food Lion for three years. 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 uses research and analytics to guide investment decisions within a diversified framework.