Wilmington, NC 6752 Parker Farm Dr Ste 300 Office

Yara Rodriguez Aguilar is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and two years of industry experience. She has been associated 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, and retirement plan consulting. The firm manages approximately $671 billion in assets through its network of more than 14,000 financial advisors, offering both brokerage and advisory solutions.

John Guggenheimer is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 66 designations and has 27 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. 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.

Neill Jennings is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 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, Jennings is a 50% owner of Rivertowne Properties in Washington, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

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® professional with 21 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following seven years at Wells Fargo Advisors LLC and ongoing tenure at Wachovia Bank, N.A. Walton is also involved in managing rental properties in Kiawah Island, South Carolina. 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 across a large-scale platform.

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 at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services, First Command Insurance Services, and First Command Brokerage Services. Daly also served in the Army National Guard for six years. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo affiliates since 2011. Outside of his advisory role, he serves as Treasurer for the Forest Cove Homeowners Association in Wilmington, 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 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.

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 nine years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and Corning Credit Union. Outside of his advisory role, Steadman has managed a rental property business 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 plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Edward Cruz Ortiz is a financial advisor at Wells Fargo Clearing with over one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, nA and the Latino Community Credit Union, and has experience in the fitness industry with Lafitness. 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 and analytics to support its diversified investment approach.

Denzel Hanes is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Wellington Management, and Morgan Stanley. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.