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Christopher S
Series 66
Missoula, MT
Wells Fargo Advisors
Christopher Sakas is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He has worked previously at JP Morgan Securities and Wells Fargo Clearing. He is based in Missoula, Montana, and holds a Series 66 designation. Outside of his advisory role, he is involved in several financial advisory and wealth management ventures, including ownership interests in multiple related entities and a tax preparation service. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu with specialized services and integrates advisory offerings with other financial products and referral channels.
Camron H
Series 66
Missoula, MT
Wells Fargo Advisors
Camron Humphrey is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. Outside of his advisory role, he owns Humphrey Planning LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a large network of advisors.
Thomas W
Series 63, Series 65
Missoula, MT
Wells Fargo Advisors
Thomas Wozniak is a financial advisor with Wells Fargo Advisors in Missoula, MT, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, where he has worked since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.
Teigan A
Series 66
Missoula, MT
Wells Fargo Advisors
Teigan Avery is a financial advisor at Wells Fargo Advisors with a Series 66 credential and two years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Avery held various roles including positions at the University of Montana and several golf clubs. Avery serves as a commissioner for the Missoula Housing Authority, participating in policymaking and oversight related to affordable housing in the Missoula area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning across multiple areas using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.
Johnathan S
CFP®, ChFC®, Series 66
Missoula, MT
Wells Fargo Advisors
Johnathan Strong is a CFP® and ChFC® with 11 years of experience in the financial advisory industry. He has worked at Wells Fargo Advisors since 2023 and previously spent six years at Edward Jones and two years at SG Long & Company. Outside of his advisory work, he is involved in local community finance through a finance committee role with Go Run Missoula. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services for business-owner transitions, sports and entertainment, and special-needs planning. The firm combines advisory services with various financial product offerings and referral channels across a large network of advisors.
James R
Series 63, Series 66
Missoula, MT
Wells Fargo Advisors
James Royan is a financial advisor with Wells Fargo Advisors in Missoula, MT, holding Series 63 and Series 66 licenses and over 43 years of industry experience. His career includes nearly two decades with Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm in 2025. Outside of his advisory role, he serves as president of the Missoula County Five Valleys Pachyderm Club, where he organizes discussions and speaker events on political topics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning, delivering tailored recommendations supported by proprietary research and planning tools.
Sarah F
Series 66
Missoula, MT
Wells Fargo Advisors
Sarah Fosse is a Series 66 licensed financial advisor with nine years of industry experience, currently with Wells Fargo Advisors in Missoula, MT. She has worked within the Wells Fargo organization since 2015, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, serving clients through both brokerage and advisory programs.
Alice M
CFP®, Series 66
Missoula, MT
Wells Fargo Advisors
Alice Marquardt is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. She has previously worked within Wells Fargo entities from 2013 through 2022. Marquardt is involved with the Providence Montana Health Foundation, serving on the finance committee and as treasurer, where she assists with investment oversight and fundraising activities. 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 tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.
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