Charleston, WV Office

Audra Pritt is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at JPMorgan Securities, LLC, JP Morgan Securities, and Chase Investment Services Corp. 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 combines research from Wells Fargo Investment Institute and third parties to support its investment approach.

Amanda Buckalew is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo in 2024. Outside of her advisory role, she is an independent sales representative for Marketplace Global, a direct sales company focused on health products. 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.

Richard Vorhees is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016, with prior experience at Prudential Equity Group. He serves on the Board of Trustees for the First Presbyterian Church in Charleston, WV, where he reviews investment performance and disbursements. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Randolph is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He previously worked for Fifth Third Securities and Fifth Third from 2010 to 2020. Outside of his advisory role, he serves as treasurer for the Keith-Albee Performing Arts Center in Huntington, WV. 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 modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ellen Bastron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for several family trusts in Charleston, WV. 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.

Jacob Fishbaugh is a Series 66 licensed financial advisor with Wells Fargo Clearing in Charleston, WV, and has seven years of industry experience. His prior work includes positions at Paychex, Compass Retirement Solutions, and Republic Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves clients through a combination of brokerage and advisory solutions, employing research and analytics from Wells Fargo Investment Institute and third parties, and provides a range of financial products through its bank and insurance affiliates.

James Parsons is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing in 2024. Outside of his advisory role, Parsons owns and operates a real estate investment LLC in Charleston, WV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Carlotta Black is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Prudential Equity Group, LLC. Her spouse owns a trophy business in South Charleston, WV. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

William Painter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at MRC Global and multiple positions at Marshall University and West Virginia University. 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.

William Painter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Painter serves as a power of attorney for his mother outside of his advisory work. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and analytics.

Charles Topp is a financial advisor with Wells Fargo Clearing in Charleston, WV, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the board of directors for the Neil A. Smithson Foundation, where he participates in discussions on fund donations and investment strategy. 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 uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions across a broad platform.

Shawn Cunningham is a financial advisor with Wells Fargo Clearing in Charleston, WV, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2015. Outside of his financial advisory role, Cunningham serves as the head basketball coach at West Side Middle School. 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 utilizes research and diversification principles to evaluate investment options and provides a range of brokerage and advisory solutions.