Bartlesville, OK Office

Kevin Hay is a Series 66 licensed financial advisor with 20 years of industry experience. He has worked for Wells Fargo Clearing since 2020 and previously spent 14 years at Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he serves as treasurer for Green Country Free Clinic, is an investment committee member for the Oklahoma Wesleyan University Foundation, and chairs the Tri County Tech Foundation, supporting students. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Laurisa Anderson is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC, as well as at J.P. Morgan Securities from 2009 to 2012. Outside of her advisory work, she serves as a trustee for her father. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm provides both brokerage and advisory solutions, supported by extensive research and analytics, and serves a broad client base including pension and charitable organizations.

Corey Reece is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Central States Capital Markets. Outside of his advisory role, he serves as a board member of the Nowata Country Club in Oklahoma. 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 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.

Laura Wood is a financial advisor with Wells Fargo Clearing in Bartlesville, Oklahoma, holding the ChFC® and Series 66 designations with eight years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Aerotek and Sterling's Grille. Wood serves on the Bartlesville Library Trust Authority board, where she reviews assets and investments. 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 modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and offering a wide range of investment options including insurance-related vehicles and bank deposit sweep programs.

Amy Cady is a CFP® professional with 29 years of experience in the financial services industry. She 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 with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Adam Shelley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 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 specializes in retirement plan consulting for 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 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.