Fort Collins, CO 3600 S College Ave Office

David Palm is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Wells Fargo in various capacities since 2013 and is also involved with the Turning Point Center for Youth. 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 uses research-driven strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Benjamin Goldsmith is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. He serves as a trustee for minor children in Sterling, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary solutions that include investment policy development, performance reporting, and participant education. 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.

Lynette Whisler is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 investment options and bank deposit sweep programs among its offerings.

Peter Aschenberg is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and currently based in Fort Collins, CO. He has one year of industry experience and previously worked in various roles at companies including Men's Wearhouse, DoorDash, and Northwestern Mutual. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Megan Johnstone is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2016. Based in Fort Collins, CO, she provides investment advisory services through a large national firm. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics-based strategies and provides both brokerage and advisory solutions through a nationwide network of over 14,000 financial advisors.

Kelly Haferman is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Haferman has worked with Wells Fargo firms since 2002 across several affiliated entities. Outside of advising, Haferman serves as power of attorney for their mother. 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 from Wells Fargo Investment Institute and third-party sources.

Taylor Mustoe is a financial advisor with Wells Fargo Clearing and holds the ChFC® and Series 66 designations. He has five years of industry experience and has been with Wells Fargo Clearing since 2021, following a tenure at Wells Fargo Bank, NA that began in 2014. Outside of his advisory role, he owns a vehicle rental business in Firestone, Colorado. 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 from Wells Fargo Investment Institute and third-party databases.