Appleton, WI Westhill Blvd Office

Matthew Ferris is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, ALDI Inc., Altria, and the University of Wisconsin-Madison. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 data.

Christopher Cochrane is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Wells Fargo Advisors from 2013 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he has a 50% ownership interest in a cattle farm in Oshkosh, WI. 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 uses research-driven investment strategies and offers a range of brokerage and advisory solutions supported by a large network of financial professionals.

Thomas Martine is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options alongside traditional investment products.

Zachary Showalter is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at First Business Bank for five years and Morgan Stanley for one year. He attended the University of Wisconsin - Madison from 2012 to 2017. 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.

Ethan Cinealis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Acuity, A Mutual Insurance Company, Trane Technologies, and Kallista. 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.

Jeffrey Werner is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, Werner serves as a trustee for a parents trust, is a member of the investment committee for the Community Foundation for the Fox Valley Region, and is a director at First State Bancshares. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Hamilton is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 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 advice. 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.

Charles Butler Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Stifel and B.C. Ziegler and Company. Outside of finance, he serves as a senior pastor at Breakthrough Covenant Church in Appleton, WI, where he preaches and teaches the Bible. 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 IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Johnson is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Wells Fargo Clearing in Appleton, WI. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 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 solutions. The firm’s 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.

Brady Roberts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he served in the United States Army from 2021 to 2025. 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.

David Verkuilen is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and over 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020 before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer Schumacher is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2010 to 2016. Outside of her advisory role, she works as a bartender at Broken Tree Pizza in Appleton. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Craig Schmidt is a financial advisor with Wells Fargo Clearing in Appleton, Wisconsin. He holds a Series 66 designation and has 20 years of industry experience, including roles at Wells Fargo Advisors LLC from 2011 to 2016. Schmidt has been with Wells Fargo Clearing since 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Anthony Heinz is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 extensive research and analytics.

Joshua Bishop is a financial advisor with Wells Fargo Clearing in Appleton, WI. He holds a Series 66 designation and has four years of industry experience, including five years at Wells Fargo and twelve years at Hannaford Bros. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from internal and external sources to support portfolio diversification and investment selection.