Athens, GA Hawthorne Ln Office

Jessica Juanico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo in 2024, she was self-employed for two years and has a background that includes several roles at the University of Kansas and Trumpet Behavioral Health. She is involved in communications training and article publication through Translingual Function Communication, a side activity based in London. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions with a research-driven investment approach.

Angela Loudermilk is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney for 10 years before joining Wells Fargo in 2019. Outside of her advisory work, she co-owns a bread business with her spouse. 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 includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Laughlin is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. Prior to that, he spent ten years at Bank of America and Merrill. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Halper is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. He holds Series 63 and Series 65 designations and is based in Athens, GA. 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, utilizing research and analytics from Wells Fargo Investment Institute along with third-party sources.

Thomas Foster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Foster also serves as an executor for his mother’s estate. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephanie Cronic is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo entities since 2015. She is based in Athens, GA. 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.

Thurman Willis III is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, he has a minority ownership interest in a family limited partnership unrelated to investment activities. 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 approach includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Angela Lankford is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2025, she worked at Merrill for 24 years. 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 IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.