Wells Fargo Investment Institute, Inc.

Andrew Bowling is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Wells Fargo in 2022, he was with The Vanguard Group and Fidelity Investments. 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 through specialized divisions without exercising investment discretion or holding client assets.

Craig Weisenberger is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. in Denver, CO. He has been with Wells Fargo Investment Institute since 2013. 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 research-driven approach supports affiliates through specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management.

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. He holds a Series 65 designation and has three years of industry experience. Prior to joining Wells Fargo Investment Institute in 2022, he worked at Somic America, Inc. and held positions at several educational institutions including Liberty University and Wytheville Community College. 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 business units and select external clients. The firm’s work is divided across specialized research divisions and focuses on delivering impersonal research and model guidance rather than exercising investment discretion.

James Webster is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 66 designation and seven years of industry experience. He has worked previously at Adhesion Wealth Advisor Solutions and LPL Financial. Webster 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 wealth and fiduciary businesses as well as select external clients. The firm offers research and model guidance without exercising investment discretion or holding custody of client assets.

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.

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 financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding the CFA® designation and Series 63 license with four years of industry experience. He has worked at Wells Fargo Investment Institute since 2021 and previously at Wells Fargo Bank from 2016 to 2021. 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 research is organized across specialized divisions and focuses on delivering impersonal model guidance rather than exercising investment discretion.

Lois Joha is a financial advisor with Wells Fargo Investment Institute, Inc. in Denver, CO. She holds Series 63 and Series 65 licenses and has 19 years of experience with the firm. 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 without exercising investment discretion or holding custody of client assets.

Brian Wood is a financial advisor at Wells Fargo Investment Institute, Inc. with 21 years of industry experience. He holds a Series 65 designation and has worked at Wells Fargo Investment Institute since 2024, following roles at Wells Fargo Clearing, Virginia Asset Management LLC, Securian Financial Services Inc., and Minnesota Life Insurance Company. 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, serving both affiliated and select external clients. The firm’s work spans specialized divisions that deliver research and model guidance without exercising investment discretion or holding client assets.

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. His career includes roles at multiple Wells Fargo entities and Global Alternative Investment Services. 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 research supports affiliates through specialized divisions without exercising investment discretion or custody.