Samuel Stover is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and one year of industry experience. His background includes roles at DiSys and Swift Filters, as well as four years at the University of Utah. Outside of his advisory work, he has been involved with the Pepper Pike Club for eight years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a combination of brokerage and advisory solutions, leveraging research and analytics to provide investment advisory services, financial planning, and retirement plan consulting.

Mary Lynn Allred is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gleb Belyy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Rutgers Business School, Amazon, and Uber. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cynthia Mchenry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Wells Fargo Bank since 2003 and has been with Wells Fargo Clearing since 2016, following five years at 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 solutions. The firm’s approach 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.

Michael Olsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2016. Outside of his advisory role, he owns and operates a business specializing in outdoor residential irrigation repair and maintenance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets.

Peter Donnellon is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. His career includes multiple roles within Wells Fargo and Fidelity Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Corbin Beckstrand is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Morgan Stanley from 2015 to 2022 before joining Wells Fargo Clearing Services. Outside of his advisory role, he provides accounting services for a skin care business owned jointly with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers comprehensive investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools.

Jacob Zander is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has three years of industry experience. His prior experience includes roles at Fidelity Investments and the State of Utah. 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.

Curtis Hancock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he owns and operates Scrubs Plus Inc., a non-investment-related business. 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 tailored to plan objectives and risk tolerances. The firm’s approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Abraham Guzman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual and HR Block. He has also been involved in teaching at Yakima Valley College and North Seattle College for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of portfolio management options and investment research.

Suann Potter is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She has been with Wells Fargo Clearing and related entities since 2014. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides specialized planning areas, including business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Milad Habib is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 designation and has worked previously at Carta Securities, LLC, eShares Inc., HireTalent, and Fidelity Brokerage Services LLC. Habib is based in Salt Lake City, UT. 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, providing services tailored to plan objectives and acting as an ERISA fiduciary when giving investment advice.

James Case Martinez is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 license and one year of industry experience. His prior work history includes roles at Express Employment Professionals, Sherwin-Williams, and Discover Student Loans. Outside of his advisory role, he has been involved with Doordash for several 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 combines research from its Wells Fargo Investment Institute with third-party analytics to support a range of brokerage and advisory solutions.

Spencer Cox is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, DiSys, Dexian, and ENT Specialists. 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-driven investment strategies with a broad range of brokerage and advisory solutions.

Adam Duncan is a financial advisor at Wells Fargo Clearing with 5 years of industry experience. He holds a Series 66 designation and previously worked at firms including SoFi Wealth, Fidelity Brokerage Services, and Discover. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers an IPS-driven advisory process grounded in modern portfolio theory, acting as an ERISA fiduciary and providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Nadezhda Leake is a financial advisor with Wells Fargo Clearing based in Salt Lake City, Utah. She holds the Series 66 designation and has 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, including prior work at WELLS FARGO Advisors, 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Douglas Bower is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing and its affiliates since 2011, with a brief tenure at Morgan Stanley from 2021 to 2022. Outside of his advisory role, he is a partner in GymLyons LLC, a retail and online fitness business. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, and it offers both discretionary and non-discretionary services, including a Plan Level Investment Selection 3(38) discretionary option.

Tyler Keyes is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 7 years of industry experience. He has worked at Wells Fargo Clearing Services since 2009. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Guy Thaller is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, following five 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 non-discretionary and discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Andres Acosta is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Accedo Colombia, as well as a year at High West Distillery. Outside of finance, he has worked delivering food through DoorDash in his free time. 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 supports a broad client base with both brokerage and advisory solutions.