Madison, WI One Erdman Pl Office

William Canty is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Bank, NA since 2012. Outside of his advisory role, he serves as board member and treasurer for the McFarland Youth Baseball Association in McFarland, Wisconsin. 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.

Blake Cullen is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at OSAIC Wealth and Bank of America/Merrill. 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.

Lori Huston Dinga is a CFP® professional affiliated with Wells Fargo Clearing in Madison, WI, with 21 years of industry experience. She worked at Ameriprise for 11 years before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she is a consultant for Arbonne, focusing on health and beauty product sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Taylor Jansen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Taylor worked at United Natural Foods and held various roles including safety specialist and consultant. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of products, performance reporting, participant education, and plan benchmarking.

Daniel Staples is a financial advisor with Wells Fargo Clearing in Madison, WI, holding Series 63 and Series 65 credentials and 43 years of industry experience. He worked at Merrill from 1996 to 2013 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has a 50% ownership interest in farmland leased and enrolled in USDA conservation programs. 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 combines research and analytics with diversification principles and offers both brokerage and advisory solutions through its extensive network of over 14,000 financial advisors.

Daniel Hannan is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Investments, LLC from 2009 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.