Wilmington, NC 6752 Parker Farm Dr Ste 300 Office

Yara Rodriguez Aguilar is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets across more than 14,000 advisors and utilizes research and analytics to guide investment decisions.

John Guggenheimer is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven approaches including diversification principles and modern portfolio theory.

Michael Loveless is a Series 66-registered financial advisor with nine years of industry experience. He has worked with Wells Fargo Clearing since 2016, with a brief intervening period of unemployment in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines proprietary research with third-party analytics to offer brokerage and advisory solutions.

Neill Jennings is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Jennings is a 50% owner of Rivertowne Properties, an investment-related business in Washington, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Thomas Loffredo is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Prior to joining Wells Fargo, he worked in various roles at Northwestern Mutual and has experience in marine service and repair. 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.

Todd Walton is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wachovia Bank, N.A. for over 21 years. Wells Fargo Advisors is a national securities firm that provides 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.

Aaron Vinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following a long tenure at Wells Fargo Bank NA starting in 2003. He is based in Fayetteville, NC. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

William Pike is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill. He serves as a standing advisory committee member for the North Carolina Marine Fisheries Commission. 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 approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Charleston Daly is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, Daly worked at First Command Advisory Services, First Command Insurance Services, and First Command Brokerage Services. He also served in the Army National Guard for six years. 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 with a focus on research-driven investment approaches.

Nyasha Ray is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Charles Schwab, First Citizens, and Truist. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Trevor Collins is a financial advisor with Wells Fargo Clearing in Wilmington, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for a local homeowners association. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Anastasiia Shelest is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing Services since 2019. Prior to her financial advisory career, she held various roles in the retail and hospitality sectors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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 supported by research from Wells Fargo Investment Institute.

Deanna Wetherington is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Greenville, NC, and has six years of industry experience. She previously worked at Branch Banking and Trust from 2015 to 2019 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Roswell Steadman is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors and Corning Credit Union. Outside of his advisory role, he manages rental property in Wilmington, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm operates on a large scale, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Edward Cruz Ortiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Latino Community Credit Union, and a six-year tenure at Lafitness. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party analytics to guide investment decisions.