Austin, TX Congress Ave 3rd Office

Michael Portman is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 56 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. He serves as a board member of the Old Austin Neighborhood Association, focusing on neighborhood preservation. 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 combines research and analytics with diversified investment approaches and distributes financial products through affiliated bank and insurance entities.

Patrick Neil is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Private Bank since 2014. 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 uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Harbek is a financial advisor with Wells Fargo Clearing in Round Rock, TX, holding Series 63 and Series 65 licenses and possessing six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 1995. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alberto Padilla Jr. is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Wells Fargo Bank, NA since 2022 and previously held positions at Lincoln Heritage Insurance Company and Genmark Diagnostics. Outside of his advisory role, he created and managed TikTok video content. 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 with over 14,000 advisors and provides both brokerage and advisory solutions supported by research and analytics.

Natia Rage is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and various Wells Fargo entities dating back to 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Cory Massey is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Wells Fargo, Massey worked at Stephens Inc for 18 years and held roles at Cadence Bank and the Texas Department of Savings and Mortgage Lending. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ronald Medaris Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an executor for his father-in-law's estate. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Patrick Cruise is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2016. 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, incorporating a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jake Hansen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work experience includes roles at Wells Fargo Bank, nA, and C.C. Carlton Industries Ltd., as well as various positions outside the financial sector. 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 offers a range of brokerage and advisory solutions and manages approximately $671 billion in client assets.

Duyen Bui is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. Their work history includes multiple roles at Wells Fargo Bank, nA, and Wells Fargo Clearing since 2013, along with a brief period at REAP Financial. 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 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 among its investment offerings.

Jose Avelar Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, Merrill, Bank of America, and UFCU. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Felix Erbring is a Private Wealth Manager with Merrill Private Wealth Management, based in Austin, Texas. He brings over 22 years of experience in private wealth management, specializing in liquidity management, managing new wealth, socially responsible and values-based investing, ESG investing, and working with clients in the sports and entertainment sectors. Mr. Erbring holds a Bachelor’s degree from Clemson University and earned an MBA in Finance from the University of Texas at Austin, where he was recognized as a J. Anderson Fitzgerald Scholar. Prior to joining Merrill, he held positions at Goldman Sachs, Morgan Stanley, and UBS Wealth Management. He holds the Personal Investment Advisor (PIA) designation and collaborates on a team with Roger Berry and Ted Gray. Outside of his professional commitments, Mr. Erbring’s personal interests include scuba diving, surfing, and traveling.

Donna Bromfield Day is a Series 66-registered financial advisor with Wells Fargo Clearing in Austin, TX, bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jaime Reyes is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, nA and Texas State. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, offering both brokerage and advisory solutions.

Jeremy Vance is a CFP® professional with 19 years of industry experience, currently serving with Wells Fargo Clearing since 2016. Prior to this, he briefly worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in a small power washing business based in Austin, TX. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.