Quincy, IL Maine St 9th Office

Steven Grawe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of his local homeowners association and participates on its architectural committee. 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 advisory process is based on investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a distinctive range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Larson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously at Edward Jones from 2013 to 2016. Outside of his advisory role, Larson is the owner of Midwest Service Enterprise, Inc., a portable restroom and restroom trailer provider, and serves on the finance committee of the Salvation Army in Quincy, Illinois. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Janus is a CFP® professional with 13 years of industry experience, currently advising at Wells Fargo Clearing since 2019. His prior experience includes roles at Cetera Advisor Networks and LPL Financial, as well as running his own firm, David K. Janus, Inc. He serves on the finance committee for the Mississippi Valley Council Scouts BSA and is the treasurer for the Northside Boat Club in Quincy, IL. 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 such as insurance-related vehicles and bank deposit sweep programs.

William Paxton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory work, he serves as treasurer for the Sherwood Lakes Estates Association in Quincy, Illinois. 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.

Lori Bagley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Stevenson Jr. is a financial advisor with Wells Fargo Clearing in Quincy, IL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo since 2009, including prior tenure at Wells Fargo Advisors LLC. Stevenson serves as president of two family foundations that make charitable donations. 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 employs a research-driven investment approach and provides both brokerage and advisory solutions.

Larry Gorrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 54 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 his advisory work, Gorrell is involved in educational and community roles, including serving as a trustee and instructor at Culver-Stockton College, participating in local historical preservation efforts, and holding leadership positions with the Illinois Scottish Rite Scholarship Fund. 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 a large asset base and offers both brokerage and advisory solutions, employing research-driven approaches and providing a range of financial products through its affiliates.

William Hayden is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he owns and operates a farm in Pittsfield, Illinois, where he raises cattle and horses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Brandon Miles is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Advisors, LLC from 2012 to 2016. 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 services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Matthew Welding is a financial advisor with Wells Fargo Clearing in Quincy, IL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he spent over a decade in the brewing industry with roles at GT Brewing LLC, Five Cities Brewing LLC, and Front Street Brewery. 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 from Wells Fargo Investment Institute with diversified portfolio principles and offers both brokerage and advisory solutions.