Winchester, VA N Braddock St Office

George Karnes II is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Edward Jones. He serves as president of the Moonlight Cove Property Owners Association in Glade Hill, Virginia. 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 an investment approach informed by research and modern portfolio theory.

Frances McDonald is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Additionally, she serves as a notary in Frederick County, VA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Jennie Morrow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Christian Trent is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from its Investment Institute.

Peter Georgelakos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he has worked as a background actor in television productions. 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 grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Nicholas Diehl is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has been with Wells Fargo since 2026 and has prior experience in positions at Enterprise Mobility, Dick’s Sporting Goods, and Shenandoah University. 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 integrates research and analytics to support investment decisions.

Michael Vorlop is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Lord, Abbett & Co. LLC from 2014 to 2018 before joining Wells Fargo Clearing in 2018. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Michael is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Morgan Stanley Dw Inc. and Morgan Stanley & Co. LLC from 1998 to 2007. Outside of his advisory role, he is involved as a finance committee member at Faith Christian Academy and serves as secretary for the Heritage Grove Homeowners Association in Martinsburg, WV. 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 through more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

William Armstrong is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics and a variety of financial products through its bank and insurance affiliates.

Paul Magness is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wells Fargo Clearing Services LLC, where he has worked since 2019. Prior to that, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as treasurer for the Applie Pie Meadows HOA and is involved with the Sacred Heart Academy PTO in Winchester, VA, including serving as a substitute teacher. 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 broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Joseph Sorrell is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Principal Securities Inc and Principal Life Insurance. 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 utilizes research and analytics to support diversified investment strategies within a broad range of financial products.

Andrew Dellinger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following previous roles at Merrill and A. G. Edwards & Sons, 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christy Wade is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and also has tenure with Wells Fargo Bank NA dating back to 2014. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients.