Erie, PA Office

Jennifer Howard is a financial advisor with Wells Fargo Clearing in Erie, PA, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and briefly worked at Wells Fargo Advisors LLC. Outside of her advisory role, she acts as a 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 advisory services. The firm’s process 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.

William Denniston is a financial advisor with Wells Fargo Clearing in Erie, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Brian Praetzel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Franklin Rogers is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His credentials include Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to 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 employs an IPS-driven advisory process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Orlando is a financial advisor with Wells Fargo Clearing in Erie, PA, holding Series 63 and Series 65 designations and four years of industry experience. He has been with Wells Fargo Clearing since 2018, with prior experience at Howard Industries from 2016 to 2018. 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 advisory process 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.

Nicholas Srnka is a financial advisor with Wells Fargo Clearing in Erie, PA, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Equitable Advisors, LLC and BNY Mellon. His background includes roles outside finance, such as positions at Presque Isle Downs and Casino and Jim Vallimont Construction. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kimberly Dudenhoefer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory 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.