Memphis, TN 6075 Poplar Ave Office

Charles Bledsoe is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Wilson Bank & Trust, Raymond James Financial Services Advisors, Inc., and Suntrust Advisory Services. Bledsoe is also employed as a financial advisor at WBT Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jackson Neve is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 65 and Series 63 licenses and two years of industry experience. His previous roles include positions at Rockbox Fitness and First Horizon Bank. Outside of his financial career, he has ongoing engagements with DoorDash and Uber Eats. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Bryan Roper is a financial advisor with Wells Fargo Clearing in Collierville, TN, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously affiliated with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sam Garrard III is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has previously worked at Suntrust Advisory Services, Suntrust Investment Services, and Investment Professionals, Inc. Outside of his advisory role, he serves as an executor for an estate in Franklin, TN. 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 employs an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

John Colcolough III is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of Bayou Meto Farms LLC, a hunting and recreational property venture. 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, and it includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jamey Barham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wells Fargo in 2025, he spent eight years at Wunderlich Securities, Inc. 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 combines research from its Investment Institute with third-party data to support diversified investment strategies.

Sean Clark is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Fifth Third Securities, Regions Bank, and in eCommerce roles at Walmart and Amazon. 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 over $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Nathan Travis is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Selenne Calhamer is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2017. Prior to that, she was employed at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2012 to 2017. Calhamer also serves as a non-public arbitrator for FINRA, a role she has held since 2000. 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 vehicles and bank deposit sweep options among its investment offerings.

Ryan Winkler is a financial advisor at Wells Fargo Clearing in Madison, TN, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, NA. His background includes diverse roles across multiple industries, including education and transportation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader range of financial product offerings than typical institutional advisers.

Riley Reynolds is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at U.S. Bancorp Investments and U.S. Bank. He is also Co-President of Parker Strong for Suicide Prevention and Education, where he helps plan events and delivers speeches on suicide prevention. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics and offering both brokerage and advisory solutions.

Robert Wilder is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 63 designation and 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 serves as president and board member of the Destin Beach Club Condo Owners Association in Florida. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Merkel is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Keller Williams, Kingswood Capital Partners, and Trinity Capital Management. Outside of her advisory role, she maintains an active real estate license and occasionally assists friends and family with real estate transactions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Staley is a financial advisor with Wells Fargo Clearing in Memphis, Tennessee, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with 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 options. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Andrew Lees III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related products and bank deposit sweep programs, serving plan sponsors with tailored solutions.