Lawrence Lackey is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. 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.

Rebekah Driggers is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at Wells Fargo Bank, N.A. since 1995, totaling over 31 years with the Wells Fargo organization. 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 Wells Fargo Investment Institute and third-party sources.

Brittany White is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2011. 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 broader set of financial product offerings than is typical for large institutional advisers.

David Bethoney is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. 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 services. 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.

Mark Goldston is a financial advisor with Wells Fargo Clearing in Clemmons, NC. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2023. Prior to his current role, his work history includes various positions outside the financial industry. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Monty Pollard is a financial advisor with Wells Fargo Clearing in Rocky Mount, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at PNC Investments from 2015 to 2018. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Chad Weeks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an Architectural Review Board Member for the First Flight Ridge Homeowners Association in Kitty Hawk, NC. 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 IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Dexter is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has been with Wells Fargo advisors in various capacities since 2012 and started his current role in 2025. 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 offers a range of brokerage and advisory solutions.

Charles Tripp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and has been affiliated with Wells Fargo Bank since 2014. 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.

Amanda Santos is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Advisors and Wells Fargo Bank. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jonathan Vargas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2014. 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 based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Benjamin Robertson is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2026. Prior to this, he held positions at Wells Fargo Bank, PNC Bank, Harley Davidson, Dyer Marine, Harris Teeter, and Red Robin. 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 broad range of brokerage and advisory solutions.

Latonya Golson Ballard is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and two years of industry experience. She has worked at Wells Fargo Bank since 2018 and previously spent 15 years with Morus Corp. Beauty World. Outside of her advisory role, she is involved in a trucking logistics business co-owned with her spouse. 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 combines brokerage and advisory solutions supported by research and analytics to offer diversified investment approaches.

Helen Riley is a CFP®-certified financial advisor with Wells Fargo Clearing in Wilmington, NC, bringing 23 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Riley serves as treasurer for the Blair Elementary PTA, supporting local school activities. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jason Stern is a financial advisor at Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, Stern is connected to Note Worthy, a personalized stationery and gifts business owned by his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and includes a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lyndon Palfrey is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2017 and also has experience with Wells Fargo Bank NA beginning 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 provides both brokerage and advisory solutions.

Benjamin Wilkerson is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. His background includes roles at Wells Fargo Bank, TowneBank, and various educational and community organizations. He has been involved with the County of Currituck Parks and Recreation 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 combines research from Wells Fargo Investment Institute with modern portfolio theory in its investment approach.

Mark Shelton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years 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 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.

Benjamin Milligan is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 65 and Series 63 licenses and has recently transitioned into the advisory field following prior roles at Wells Fargo Bank, Lowe’s Companies, and various educational institutions. 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 combines research from Wells Fargo Investment Institute with third-party data to guide its investment approach.

Kirstin Fowler is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to her current role, she has been employed with Wells Fargo Bank since 2010. Outside of finance, she works as a server at Bourbon Street Restaurant and as an evening stocker at Target. 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 both brokerage and advisory solutions.