Charity Bolick is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Her work history includes roles at Wells Fargo Bank, Needham Animal Hospital, Paramounte Engineering, Dockside Marina, and Port City Java. 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 a range of brokerage and advisory solutions.

Ivy Stiles is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 63 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory work, she is a certified notary public. 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.

Michael Fahey is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Michael’s career spans over two decades in financial services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 among its investment offerings.

Brenner Boyd is a CFP® professional at Wells Fargo Clearing with 31 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Beverley Hawfield III is a CFP® and holds a Series 66 license, currently advising with Wells Fargo Clearing in Wilmington, NC. He has 11 years of industry experience, including 11 years at UBS Financial Services prior to joining Wells Fargo. 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 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.

Karina Silvestri is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and eight years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and has worked at Wells Fargo Bank NA since 2013. 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 IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jennifer Vanasse is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Shropshire is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 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 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.

Kellie Cliborne is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Ryan Bezek is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Sterling Capital Management. Outside of finance, he has been involved with Rudino's Sports Bar and Grill 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 investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, including a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Allison Coward is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing and its affiliate firms since 2015. Outside of her advisory role, she serves as power of attorney for her mother and is the executor of her aunt’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. 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.

Brittany Mote is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has been affiliated with Wells Fargo Bank, NA since 2011. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Malinda Hoffer is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. She has been associated with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of 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.

Chad Reynolds is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2011. He holds the Series 66 designation and is based in Washington, North Carolina. 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 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.

Jason Clukey is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Bank NA since 2009 and has been with Wells Fargo Clearing since 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Susan Cheek is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. She has extensive experience with Wells Fargo Bank, NA, where she has worked since 1996. In addition to her advisory role, she is involved with Cheek's Chicks & Cottontails LLC, an entrepreneurial venture she has operated since 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and external sources.

Kevin Davis II is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has been with Wells Fargo-related entities since 2021 and has prior work experience in various roles outside the financial industry. 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, leveraging research from Wells Fargo Investment Institute and third-party sources.

Andrew Gordy is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Wells Fargo Clearing since 2019. Prior to that, he was with TIAA and TIAA-CREF Individual & Institutional Services from 2017 to 2019. 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.

Dylan Reaves is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has been with Wells Fargo Bank since 2019 and joined Wells Fargo Clearing in 2025. Prior to his career in finance, he worked at Lowes Foods from 2015 to 2019. 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 grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Jonathan Boulware is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2009. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.