Marcus Owens is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Wells Fargo Bank and Fidelity Investments. Outside of his advisory duties, he is an owner of a rental property holding company called Stay Able, where he monitors properties. 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.

Bryan Stanley is a financial advisor at Merrill Lynch Wealth Management who focuses on helping clients develop personalized strategies to achieve their unique financial goals. He works with individuals and families on creating dignified retirement incomes, establishing legacies, education funding, tax-efficient investing, cash management, wealth preservation, and navigating significant life changes. Bryan emphasizes the importance of truly listening to clients to understand their stories and financial situations. Bryan's commitment to financial planning was influenced by his upbringing in Fayetteville, NC, and the financial challenges he witnessed among those close to him. Inspired by the philosophy that everyone deserves a financial plan, he has dedicated over a decade to helping clients take control of their finances and maintain purchasing power amid changing economic conditions. He holds a Bachelor's degree from East Carolina University and an MBA from Capella University and has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Bryan is involved in community organizations including Heritage Place Senior Living, the Special Forces Transition Foundation, and United Way. He is also a member of the Ancient Free and Accepted Masons. Outside of work, he enjoys activities such as boxing, fishing, football, hiking, reading, scuba diving, swimming, traveling, and spending time with his family.

Jeanpierre Parent is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at M&T Bank, Urban Outfitters, and Hennes & Mauritz. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deborah Stewart is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2021 and previously held roles at Handy Mart and Bed Bath and Beyond. 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.

Paul Mitkish is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Outside of his advisory role, he has involvement as a landlord. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Spencer Hoag is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at TIAA CREF, the University of North Carolina Wilmington, and The District Kitchen and Cocktails. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Phillips is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2011. Phillips serves as a board member of the Pamlico Plantation Property Owners Association, a private homeowner's association in Washington, NC. 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.

Mary Morrow is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked in various roles including positions at Martin Marietta and Spectrum News. 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 provides a range of brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Ranieri Ferreira is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been with Wells Fargo Bank, NA since 2022 and began his advisory role in 2026. His prior work experience includes roles at AT&T Mobility Services LLC, CorTech LLC, and Sweat Communications LLC. 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.

Cherilyn Mollohan is a financial advisor with Wells Fargo Clearing in Wilmington, NC. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2025. Prior to her current role, she worked at Wells Fargo Bank, nA, and held various positions outside the financial industry. Additionally, she operates a side business called Cherilyn's Travel Desk. 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 sources.

Enrique Aranda Garcia is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 65 licenses and has been working in the financial industry since 2017, with experience at several banks including Suntrust Bank, First National Bank of PA, and Truist Bank. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Sheila Hernandez Calzada is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Smithfield Foods, Conestoga Wood Specialist, Florida Blue, and Piggly Wiggly. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.