Wells Fargo Investment Institute, Inc.

Andrew Bowling is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Wells Fargo Investment Institute in 2022, he worked at The Vanguard Group and Fidelity Investments. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset-allocation guidance primarily for Wells Fargo wealth and fiduciary businesses. The firm’s research and model portfolios are delivered to affiliated businesses for implementation rather than being individually tailored or directly managed by the institute.

Ryan Hill is a CFA® charterholder with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and was previously employed at Wells Fargo from 2008 to 2021. He is based in Denver, CO. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is organized across specialized divisions that produce research and model guidance without exercising investment discretion or holding custody of client assets.

Lincoln Maurer is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 65 credential and three years of industry experience. He has worked at Wells Fargo Investment Institute since 2022 and previously held roles at Somic America, Inc., Liberty University, Wytheville Community College, Central Contracting, and Pensacola Christian College. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy development use both qualitative and quantitative analysis, supporting affiliate entities with impersonal, model-driven investment advice.

James Webster is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with Wells Fargo Investment Institute, Inc., where he has worked since 2024. His prior experience includes roles at Adhesion Wealth Advisor Solutions and LPL Financial. Wells Fargo Investment Institute is a bank-affiliated advisory and research organization that provides due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its investment advice is generally impersonal and non-discretionary, delivered through team-based research and proprietary forecasting tools.

John Frith is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and has been with Wells Fargo & Company since 2002. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Elizabeth Skettino is a CFA® charterholder with nine years of industry experience. She is currently with Wells Fargo Investment Institute, Inc., where she has worked both earlier in her career and since 2026, and has prior experience at Cullinan Associates, Inc. and J.P. Morgan Securities. Wells Fargo Investment Institute (WFII) is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo’s wealth and fiduciary businesses. Its research and strategy development are team-based and support a range of affiliates through impersonal, non-discretionary advice and model constructs.

Alexis Quen is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation. Alexis has been with Wells Fargo Investment Institute since 2025 and has prior experience at Wells Fargo and in various roles outside the financial industry, including work with Voodoo Donuts. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses, as well as select external clients. The firm’s work is divided across specialized research and portfolio management divisions and focuses on delivering research and model guidance rather than direct investment management.

Jeffrey Sawyers is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. since 2021. Prior to this role, he spent 20 years at Wells Fargo Bank. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm delivers research and model guidance through specialized divisions without exercising investment discretion or holding custody of client assets.

Mary Grindland is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations with four years of industry experience. She has worked at Wells Fargo Investment Institute since 2021 and previously spent nine years at Wells Fargo Wealth Management. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm organizes its work across specialized divisions and offers largely impersonal research and model guidance rather than direct investment management.

Audrey Moran is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Us Tech Solutions, Sanford Health, and Ulta Beauty. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research and model guidance support various divisions within Wells Fargo and at least one non-affiliated investment adviser.

Matthew Woods is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and previously spent five years with Wells Fargo Bank. Wells Fargo Investment Institute is a bank-affiliated advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s model portfolios and strategic advice support affiliated entities, with a formal integration into banking operations that includes serving fiduciary and trust clients.

Troy Seiler is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Alphastar Capital Management and Wells Fargo Bank. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding client assets.

Sean Orr is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked within multiple Wells Fargo entities since 2016, including Wells Fargo Investment Institute and Wells Fargo Clearing Services. Wells Fargo Investment Institute (WFII) is an SEC-registered, bank-affiliate advisory and research organization that provides due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm delivers impersonal, non-discretionary model portfolios and capital market assumptions to affiliated businesses for implementation.

Matthew Hope is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has 15 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Omnicap Group LLC and briefly served with Frisco ISD. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients, offering research and model guidance without exercising investment discretion or holding custody of client assets.

Autumn Williams is a financial advisor with Wells Fargo Investment Institute, Inc. in Charlotte, NC. She holds a Series 65 designation and has four years of industry experience. Williams has been with Wells Fargo Investment Institute since 2000. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm delivers specialized research and model guidance without exercising investment discretion or holding client assets.