Omaha, NE California St 2nd Office

Kathleen Osterberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Diane Hand is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2010, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she owns rental farmland in Schuyler, Nebraska. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Adam Carney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and at Werner Enterprises for eleven years. Based in Omaha, NE, he joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services 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 investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kevin Loberg is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an adjunct professor at Creighton University. 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 includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Mescher is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Bank, N.A. since 2015. Mescher is based in Omaha, NE. 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 incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Anthony Grazziano Jr. is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at Bancwest Investment Services, Bank of the West, and TD Ameritrade. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by proprietary research and third-party analytics.

Edward Brezenski is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a certified youth soccer referee with the Nebraska Youth Soccer League. 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. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bob Sledge is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, Bank of America, Merrill, and TD Ameritrade. 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 utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Dylan Heng is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at LPL Financial, First Interstate Bank, Raymond James Financial Services, Charles Schwab, and TD Ameritrade. Outside of finance, he serves as a social media consultant for Nebraska Golf Passport. 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 combines research from internal and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Jason Thompson is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing rental property investments in Granby, Colorado. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Brigham is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes over 30 years with Wells Fargo entities, including Wells Fargo Advisors LLC and Wells Fargo Bank. He serves as an executor for his mother's estate, an activity unrelated to his advisory work. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Alma Garcia Lagunas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo since 2024 and has prior experience in various roles outside the financial industry. 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.

Matthew Orian is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His prior work includes roles at Bank of the West, Pacific Life Insurance Company, TD Ameritrade, and Waddell & Reed. He serves as a board member for Christian Record Services, Inc., a nonprofit organization supporting visually impaired individuals. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Nancy Neary is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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.

Nozimdjon Saidov is a financial advisor at Wells Fargo Clearing based in Omaha, NE, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.