Lynchburg, VA Paulette Circle at Jefferson Square Office

John Light is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Prior to his current role, he owned and operated Bold Branch Beef LLC, a small grass-fed beef company in Evington, VA, where he managed operations and sold products at a local farmers' market. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Pamela Dyba is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 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. Outside of her advisory role, she is a part-owner and secretary of Unlimited Electrical Contracting Inc., an electrical contracting business based in Bedford, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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, serving clients with tailored investment solutions and including a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Deborah Newman is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo firms since 2009. Outside of her advisory role, she owns a quilting business in Concord, VA, providing quilting services. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Rebecca Klahn is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She previously worked at Robert W. Baird & Co. for 11 years before joining Wells Fargo in 2020. Klahn holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives, demographics, and risk tolerances.

Tambi James is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Bruce Light is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in agricultural operations, overseeing his family's farm activities and managing livestock-related businesses in Virginia. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.