Tyler Takahata is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Central Pacific Bank for six years before joining Wells Fargo in 2018. Outside of his advisory role, he serves as a notary public in Honolulu, HI. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

Brandon Sargent is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo since 2000 across various roles, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, Sargent is involved in agricultural activities, including raising and selling cattle. 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 the Wells Fargo Investment Institute and third-party sources.

Jarett Elion is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He also serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party databases to inform investment decisions.

William Brown is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years with WELLS FARGO Advisors, LLC and over two decades at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to inform its investment approach.

Laura Arrevillaga is a financial advisor with Wells Fargo Clearing in Whittier, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Venezia is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2021. Venezia holds Series 63 and Series 65 designations and is based in Boca Raton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Luis Munoz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at Cetera and Regions Bank. 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 employs a large network of advisors and utilizes research and analytics to support diversified, modern portfolio approaches.

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.

Sherine Ta is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and JPMORGAN Securities. Outside of her advisory role, she provides in-home supportive services as a caregiver for a family member. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tina Giallanza is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is the secretary of Highwood Industries, Inc., a computer-related business in Tucson, AZ owned by her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

John Williams is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors, LLC and UBS Financial Services. Outside of his advisory work, Williams serves as a Committeeman for the Montgomery County Republican Committee in Whitemarsh Township East-1 District. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Rachel Eaton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors LLC. 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 uses research from Wells Fargo Investment Institute along with third-party data to evaluate investment options based on diversification and modern portfolio theory.

Preston Brinkley is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. for 10 years before joining Wells Fargo Clearing. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Jingyao Li is a financial advisor at Wells Fargo Clearing with three years of industry experience. Li holds the Series 66 designation and has previously worked at Bank of America and NatWest Bank, RBS Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a range of investment vehicles including insurance-related products and bank deposit sweeps.

Michael Steinberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 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. Steinberg serves on the finance committee of the Gateway Condominiums HOA in Mt. Crested Butte, Colorado, providing guidance on long-term capital expenditures. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advice. 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 among its investment offerings.

Tyler Brooks is a financial advisor with Wells Fargo Clearing in Littleton, CO, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has been affiliated with Wells Fargo Bank, NA since 2015. 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 advisory process is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Gagne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with both non-discretionary and discretionary service options tailored to plan objectives and risk tolerances.

John Cork is a CFP® professional with three years of industry experience, currently affiliated with Wells Fargo Clearing in New York, NY. His prior work includes roles at The Maxim Group and Newcastle University, as well as various positions unrelated to finance. Outside of his advisory duties, he holds partial ownership in a rental property. 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 combines proprietary research with third-party analytics to offer both brokerage and advisory solutions across a broad asset base.

Daniel Bejster is a CFP® with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2024. Prior to this, he spent nine years at The Huntington Investment Company. 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.

Robert Barberis is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. He serves as a co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.