Nohe Mezabahena is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Wells Fargo, Mezabahena worked in education and retail roles, including positions at the Salt Lake City School District and Little Caesar. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, serving approximately 14,000 financial advisors and managing about $671 billion in assets.

Carlos Nunez is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Morgan Stanley and has experience with Earth Harbor Naturals. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, leveraging research and analytics to guide investment decisions.

John Paulus is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at North Star Resource Group, Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, 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 the Wells Fargo Investment Institute.

John Ferrier is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes long tenure at Fidelity Brokerage Services and roles at Morgan Stanley, E*Trade Securities, SoFi Wealth, and Wells Fargo Clearing. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Paul Seibt is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding the Series 63 and Series 66 credentials and possessing 14 years of industry experience. His career includes roles at Fidelity Investments and its affiliated businesses since 2012. Outside of his advisory work, he is a member manager responsible for operations at Fifthand Partners LLC, a real estate and personal asset business based in Montana. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients.

Thomas Withers is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. He has previously worked at Morgan Stanley and Quantem. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trevin Dorius is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Mountain Electrical Alliance, Wealth Strategies, Paragon Wealth, and positions at Utah State University and Utah Valley University. 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 roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Virgil Burch is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and Robert Half since 2017. 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 broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Alex Dewey is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT. He has two years of industry experience and has previously worked with several companies, including Us Tech Solutions. 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 combines research from Wells Fargo Investment Institute with third-party analytics and serves a broad client base with both brokerage and advisory solutions.

Thomas Francis is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has a background in retirement planning, having served as Director Retirement Planner at Fidelity Investments from 2024 to 2025. His professional experience also includes roles as a Senior Associate at Sofi in 2024, Solutions Advisor at Merrill Lynch from 2023 to 2024, and Investment Solutions Representative at Fidelity Investments from 2020 to 2023. Thomas holds an Arkansas Insurance License. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency to determine what financial success looks like for each individual. Outside of his professional work, Thomas enjoys baseball, camping, fitness, horseback riding, movies, and traveling.

Andrew Chang is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services LLC since 2021. His prior experience includes roles at Amazon, the University of Utah, and Digital Ontelligence Systems LLC, where he has been engaged concurrently since 2021. 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.

Richard Chan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2021 and previously at Walgreens from 2014 to 2020. Outside of his advisory role, he works part-time as a delivery driver for Uber Technologies. 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.

Andrew Patch is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Fidelity Investments for five years and has held roles at Morgan Stanley/E*TRADE, Target, and America First Credit Union. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Madeline Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 63 designation and no prior industry experience outside of her current role. She previously worked at Wells Fargo from 2014 to 2022 and was a homemaker for two years. 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.

Brady Nelson is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors. He has held roles at Wells Fargo Clearing Services LLC since 2017 and joined Wells Fargo Advisors Financial Network LLC in 2026. Outside of his advisory work, Nelson teaches English online to children in China through VIPKID and occasionally works as a Lyft driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client reports.

Russell Johns is a financial advisor at Edward Jones with 11 years of industry experience. He has held previous roles at Merrill and JP Morgan Chase Bank. His credentials include the Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wesley Kelsey is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. His prior work includes roles at Associate Staffing, 1-800-Contacts, and World Financial Group. 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 investment approach 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.

Yusif Seyidov is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and four years of industry experience. His work history includes multiple roles at Wells Fargo and Fidelity Brokerage Services, as well as a year at Randstad. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Resabala is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations with five years of industry experience. His prior firms include Morgan Stanley, Bank of America N.A., Merrill, 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Withers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2020. Outside of his advisory role, he is actively involved in community theater as an actor, singer, and dancer at the Hale Centre Theatre in Sandy, Utah. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.