Bloomington, IL Office

James Adams is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a durable power of attorney for his mother in Bloomington, IL. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kara Reel Spencer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jared Fuhler is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. 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 options. The firm uses an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Lewis is a financial advisor with Wells Fargo Clearing in Bloomington, IL, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Wells Fargo in 2018, he worked at ER Associates of Iowa and has experience at the University of Missouri - Columbia. Outside of advisory work, Lewis is involved in managing acquisitions and labor at a property group and operates a sports memorabilia business. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions backed by research and analytics.

Marc Tucci is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the board of the Tinervin Family Foundation and holds leadership positions with Illinois Swimming and USA Swimming National, including serving as treasurer and investment committee member. 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.

Gregory Fornoff is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he serves as successor trustee for family trusts in Bloomington, Illinois. 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.

Jeffrey Pitzer is a financial advisor with Wells Fargo Clearing in Bloomington, IL, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has additional involvement as a director of worship at Faith Lutheran Church of McLean County, where he performs and directs music. He also teaches sound design at Illinois State University and operates a music production business, SoundVision Productions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including an investment menu that features insurance-related vehicles and bank deposit sweep options.

James Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Citigroup Global Markets. Outside of his advisory work, he oversees farming operations at the Pritzer Family Farm in Bloomington, Illinois. 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 combines research and analytics with a range of brokerage and advisory solutions.

Ethan Nelson is a CFP® and Series 66-registered advisor with Wells Fargo Clearing, where he has worked since 2016. He has a total of 10 years of industry experience, including two years at WELLS FARGO Advisors, LLC. Nelson serves on the finance committee of the Boys and Girls Club of Bloomington Normal, assisting with budget preparation and financial monitoring. 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 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.

Kristi Archer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options within its broader financial product offerings.

John Chapman is a financial advisor with Wells Fargo Clearing in Peoria, IL, holding Series 63 and Series 65 credentials and 24 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 discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

James Waldorf is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he receives oil royalty payments from inherited mineral rights. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Deneen is a financial advisor with Wells Fargo Clearing in Bloomington, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, Deneen serves on the endowment board for Corpus Christi Catholic School and is a member of the finance committee at Holy Trinity Parish. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gordon Lau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Invesco Advisers, Inc. and HighTower Advisors LLC. He also serves as a non-public arbitrator reviewing industry arbitration cases. 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 IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.