Jade Skelton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Jade worked at Wells Fargo Bank, N.A. beginning in 2020. Jade also has experience in the food service industry and higher education. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Marlon Carranza Salazar is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including roles at Wells Fargo Bank, nA and Brookdale Hospital and Medical Center ALP. Outside of finance, he works as a delivery driver for Walmart Spark Delivery. 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 incorporates modern portfolio theory, with a broader range of financial products than typical institutional advisers.

Michael Scott is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., Truist Bank, Edward Jones, and First Citizens Bank. Outside of his advisory work, he participates as a musician providing music for Sunday services at First Fruits Family Ministry in Fayetteville, 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 combines research and analytics with a broad offering of brokerage and advisory solutions, operating at a large scale with over 14,000 financial advisors and roughly $671 billion in assets under management.

Melanie Hernandez Calzada is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has experience working in financial services since 2019, including roles at Wells Fargo Bank and Southern Bank. Prior to that, she held positions outside the financial industry at Piggly Wiggly and Wilson Early College Academy. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Foley II is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses, and has 12 years of experience in the industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

John Woolard III is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary support. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alison Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at The Prudential Insurance Company of America. Outside of her advisory role, she serves as a co-trustee of a family farm trust. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Albert Yeboah Jr. is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, nA, Phoenix One Partners LLC, and Truist Financial. In addition to his advisory role, he owns Phoenix One Ventures, LLC, a business that sells cell phone cases and accessories. 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 investment options, including insurance-related products and bank deposit sweep programs.

Luis Rivera is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services LLC and Raymond James Financial Services. Outside of his advisory role, he is involved as a server at River Birch Lodge in Winston Salem, NC. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Mills is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Principal Securities, Edward Spencer Employee Benefits Group, and 21st Century Financial Strategies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets through a large network of financial advisors and integrates research and analytics to support its investment approach.

Matthew Alberding is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Fidelity Investments for two years and has experience in the fitness industry with Fitlab Fitness Club and Planet Fitness. 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 from Wells Fargo Investment Institute.

Samuel Storey 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 Bank and Wells Fargo Clearing since 2024 and 2026, respectively. Prior to his financial services career, he served in the United States Army from 2020 to 2024. 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 offers both brokerage and advisory solutions.

Keith Howell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously 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, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Justin Mckay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Bbtis from 2013 to 2017. Outside of advising, he serves as a board member of the Belmont Homeowners Association in Charlotte, NC. 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 based on modern portfolio theory, serving plan sponsors with tailored investment solutions and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Timothy Terzaken is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Advisors since 2011. 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, participant education, and plan benchmarking. 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 in its investment menus.

Christopher Alexander is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, NA since 2019. Prior to his financial career, he served four years in the US Army. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ashley Goodell is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 investment vehicles and bank deposit sweep options among its offerings.

Bobby Pulgarin is a Financial Advisor with Merrill Lynch Wealth Management based in Pinehurst, North Carolina. He serves families and business owners throughout Central and Coastal North Carolina, providing personalized financial strategies aimed at growing and protecting wealth. His client focus areas include liquidity management, managing new wealth, and personal retirement planning, with expertise in retirement planning, investment management, and 401(k) and business retirement plans. Bobby holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Lee Christian School and an Associate's Degree from Central Carolina Community College. Bobby’s approach centers on building long-term relationships grounded in integrity and clarity by understanding clients’ priorities and delivering strategies that align with their goals. Outside of his professional work, Bobby enjoys antiquing, chess, fishing, hunting, spending time with family, traveling, and watching movies. His philosophy emphasizes helping families and business owners uncover what matters most and create personalized financial plans to pursue their objectives.

Richard Ash is a financial advisor with Wells Fargo Clearing based in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. 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 an investment approach that includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Brandon Chase is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he worked with Capstone Education Group, Aspire Schools, Memphis Teacher Residency, and Boosterthon. 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.