Tommy Schumaker is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He previously worked at LPL Financial and Ek Riley Investments, LLC. He holds Series 63 and Series 65 licenses and maintains a non-variable insurance license as a supplementary business activity. 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 supported by proprietary research and tools.

Gavin Schumaker is a financial advisor with Wells Fargo Advisors in Mercer Island, WA, holding Series 65 and Series 63 credentials and seven years of industry experience. Before joining Wells Fargo Advisors in 2023, he worked at LPL Financial and E.K. Riley Investments, LLC. He is a 50% owner of Outdoor Trading Post LLC, a business unrelated to 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 including niche services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels, delivering tailored recommendations through Wells Fargo’s research and planning tools.

Brian Bertsch is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Ek Riley Investments. In addition to his advisory role, he has a 50% ownership interest in Schumaker Bertsch LLC, a financial practice based in Issaquah, WA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Cari Anderson is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials. She has been in the financial industry since 2014, previously working at Umpqua Bank, Movement Mortgage LLC, and 1st Security Bank before joining her current firm in 2024. 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 options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.