Rodney Tameno is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo Clearing and National Securities Corporation, with nearly a decade at VFinance Investments. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to deliver customized recommendations, integrating advisory services with other financial products and referral channels.

Paul Ketchum is a CFP® professional with 26 years of industry experience, currently with Wells Fargo Advisors since 2024. Prior to this, he spent eight years at Wells Fargo Clearing. He is a managing partner of Cedar Creek Wealth Management LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Patrick Pardon is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. He has ownership interests in Cedar Creek Wealth Management LLC and NPPT Ventures LLC, both investment-related entities based in Issaquah, WA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates investment advice with other financial products and referral services.

Marta Cappa is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes 20 years at Merrill and eight years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Aaron Moulton is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and two years at Prudential Equity Group. Outside of his advisory role, he has ownership interests in KITA BRKA LLC and Cedar Creek Wealth Management LLC, both investment-related entities in Issaquah, WA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Haley Davis is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. Her prior work includes roles at Merrill, U.S. Bancorp Investments, Inc., and JPMorgan Securities LLC. Outside of her advisory work, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, business-owner transition, and special-needs planning. The firm uses proprietary research and planning tools to create tailored recommendations, with clients deciding how to implement these through brokerage or advisory programs.

Adam Hargrave is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. Outside of his advisory role, he is a partial owner of Grey Goat Staffing, a temporary staffing company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referrals.

Monika Gupta is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 66 designation and previously worked for Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services using proprietary research and planning tools. The firm offers specialized planning services for clients meeting certain net-worth thresholds, covering areas such as retirement, education, and business-owner transition planning.

Marshall Smith is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Wells Fargo’s network since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients meeting a net-worth threshold.

Cynthia Lee is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 19 years and Wells Fargo Clearing for 10 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.