Charlotte, NC 550 S Tryon St Office

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.

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.

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.

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.

Joshua Lindsteadt is a CFA® charterholder with four years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2021 and previously worked at Wells Fargo Private Bank from 2015 to 2021. He is based in Charlotte, NC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s work spans specialized research divisions and focuses on delivering impersonal research and model guidance rather than exercising investment discretion or holding custody of client assets.

Richard Burke is a CFA® charterholder with nine years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2016. Wells Fargo Investment Institute 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 wealth and fiduciary businesses. Its research and strategy teams use both qualitative and quantitative analysis and proprietary forecasting tools to deliver impersonal, non-discretionary advice to affiliated entities.

Anthony Hui is a financial advisor at Wells Fargo Investment Institute, Inc. based in Charlotte, NC. He holds a Series 65 designation and has experience in both academic and financial sectors, including roles at the Institute for Private Capital, the UNC Department of Economics, and the Federal Reserve Bank of Richmond. 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 are team-based and use both qualitative and quantitative analysis to support bank fiduciary and trust divisions as well as other investment-adviser clients.

Michael Harris is a Series 65 licensed financial advisor with Wells Fargo Investment Institute, Inc., based in Charlotte, NC. He has three years of industry experience and has worked at Wells Fargo Investment Institute since 2021, following five years at Wells Fargo Bank and a brief tenure at BJ's Wholesale Club Holdings. 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 work is organized into specialized divisions that produce research and model portfolios for affiliated and some non-affiliated advisers.

Christina Sculley is a financial advisor at Wells Fargo Investment Institute, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previous work experience at FactSet Research Systems and Goldman Sachs. Wells Fargo Investment Institute is a bank-affiliate research and advisory organization that provides manager due diligence, securities research, asset allocation guidance, and model portfolios primarily for Wells Fargo’s wealth and fiduciary businesses. Its team-based approach uses qualitative and quantitative analysis along with proprietary forecasting tools to support non-discretionary investment recommendations.

Alexander Houston is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation. He has been in the industry since 2025, with prior experience at Sterling Investment Counsel in the same year. Outside of finance, he has been involved with sports organizations, including the Pueblo Bulls Hockey Club and Midwest Knights Sports Group, and has an affiliation with Canisius University. 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, along with select external clients. The firm’s work is divided among specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment management.