Dublin, OH Longshore Loop Office

Jason Knapp is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Morgan Stanley. 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, utilizing research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.

Logan Larivee is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2024. Prior to joining Wells Fargo, he worked at Baird and has a background that includes several years in other industries such as food service and education. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Philip Kinney is a CFP® professional with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Merrill. He is based in Dublin, Ohio. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jason Shaw is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at J.P. Morgan Securities and involvement with Three Nails to Freedom MC and Old Jocko Brand. Outside of finance, he serves as an independent pastor in Lancaster, Ohio, officiating weddings and funerals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Alison Lehman is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. She is based in Dublin, Ohio. 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 the Wells Fargo Investment Institute and third-party sources.

Zachary Wilburn is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018. Prior to that, he was employed at Costco Wholesale for eleven years. 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 supported by research and analytics from Wells Fargo Investment Institute.

Joseph Jesionowski is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at A.G. Edwards & Sons, Inc. for seven years before joining Wells Fargo Clearing in 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 employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Gregory Ruff is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Joseph Panfil is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. 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.

Brian Stevenson is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley and Merrill. 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, employing research and analytics grounded in diversification and modern portfolio theory.

Maher Majdalani is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 42 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill, and UBS Financial Services. 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 diversification principles and modern portfolio theory while providing both brokerage and advisory solutions.

Julie Kayser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as an assistant coach for the Dublin Coffman High School gymnastics team. 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 from Wells Fargo Investment Institute with third-party analytics to support diversified investment approaches.

B Fry is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. Their career includes multiple tenures at Wells Fargo Clearing totaling 14 years, as well as a two-year period at Citigroup Global Markets. Outside of advisory work, B Fry serves as a notary public in Sylvania, Ohio. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with a range of brokerage and advisory solutions while operating at scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Ryan Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Fifth Third Securities. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Michelle Graham is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 63 designation and 25 years of industry experience. Her career includes prior roles at Morgan Stanley, Merrill Lynch, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and provides research-driven investment solutions supported by Wells Fargo Investment Institute and third-party analytics.