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Carol S
Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Carol Smith is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior background includes roles at Morgan Stanley and Wells Fargo Clearing. She serves as a trustee for a family trust and owns an independent wealth management practice. Wells Fargo Advisors Financial Network is a 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 planning menu and integrates advisory services with other financial products and referral channels.
Gavin T
Series 66
Reno, NV
Wells Fargo Advisors
Gavin Thornburg is a financial advisor at Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after working at Deloitte from 2024 to 2026 and has academic experience at Brigham Young University and the University of Utah. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet specific net-worth thresholds.
Russell H
Series 66
Reno, NV
Wells Fargo Advisors
Russell Hicks is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He has one year of industry experience, previously working at Patagonia and as a self-employed professional, with two decades spent in full-time education before entering the financial sector. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.
Allen S
Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Allen Schreiber is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes ten years at Citigroup Global Markets and three years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2019. He serves as a member of the City of Huntington Beach Investment Advisory Board. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a range of planning solutions including cash-flow, retirement, education, and specialized planning areas. Advisors use firm research and planning tools to develop tailored recommendations, with optional implementation through brokerage or advisory programs.
Beth K
Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Beth Kirkland is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, she has ownership and management involvement in a local electrical services company and a ranch services business. 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 planning services that advisors tailor using proprietary research and tools, with planning engagements generally discrete and optional implementation through brokerage or advisory programs.
Lisa P
CFP®, Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Lisa Petrie is a CFP® professional with 42 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing and UBS Financial Services. Petrie serves on the investment committee of the Parasol Tahoe Community Foundation. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research and tools.
Mishell D
Series 66
Reno, NV
Wells Fargo Advisors
Mishell Defelice is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She held a position at Morgan Stanley from 2014 to 2022 before joining Wells Fargo Advisors. Outside of her advisory work, she operates Off The Hill Marketing, a marketing blog for small businesses. 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 and special-needs analysis, using proprietary research and planning tools.
Brock W
Series 63, Series 65, Series 66
Reno, NV
Wells Fargo Advisors
Brock Wilson is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Caerus Investment Advisors, LLC and Citigroup Global Markets. He holds a 50% ownership in Gameplan Capital LLC, a separate business activity. 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 solutions supported by in-house research and tools, and integrates advisory services with banking, lending, and trustee offerings.
Michiko B
Series 66
Reno, NV
Wells Fargo Advisors
Michiko Bernstein is a financial advisor at Wells Fargo Advisors in Reno, NV, holding the Series 66 designation. She has one year of industry experience, with prior roles at Fleming's and Canopy Analytics, as well as involvement in various academic and startup environments. 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 retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.
Michail G
Series 66
Reno, NV
Wells Fargo Advisors
Michail Getsov is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, CUSO Financial Services, and Edward Jones, as well as seven years at Bellagio Resort. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations covering diverse planning needs, including niche areas such as business-owner transitions and special-needs analysis.
Tali F
Series 66
Reno, NV
Wells Fargo Advisors
Tali Faitlin is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tali worked at JB Hunt Transportation Inc and In N Out Burger. 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 integrates advisory services with other financial product sales and referral channels.
John S
Series 66
Reno, NV
Wells Fargo Advisors
John Szymura is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Wells Fargo Clearing and UBS Financial Services. 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 and uses proprietary research and tools to develop tailored recommendations, integrating advisory services with other financial products and referral channels.
Chris C
Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Chris Corona is a financial advisor at Wells Fargo Advisors in Reno, NV, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024. His prior experience includes eight years at Wells Fargo Clearing, seven years at Morgan Stanley, and eight years at Wells Fargo Investments. Outside of his advisory role, he has a 100% ownership in Verita AZ LLC, a separate business based in Scottsdale, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers specialized planning for clients who meet net-worth thresholds, including areas such as business-owner transition, sports and entertainment, and special-needs planning.
Thomas H
Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Thomas Hammann is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has ownership in JETT HAWK, LLC, an investment-related business based in Las Vegas. 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 niche services for specialized needs, and relies on Wells Fargo research and tools to develop tailored recommendations for its clients.
Alexa S
Series 66
Reno, NV
Wells Fargo Advisors
Alexa Schulten is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. She has previously worked at Ernst & Young and Accenture and has an academic background from Claremont McKenna College. 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, including niche areas like business-owner transition and special-needs analysis, and uses proprietary research and tools to develop tailored recommendations.
Gregory M
Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Gregory Morgan is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 credentials and 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked at Wells Fargo Clearing from 2016 to 2019 and Citigroup Global Markets from 1997 to 2009. He co-owns GM Wealth Management with his spouse. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop tailored recommendations.
Michael H
CFP®, Series 66
Reno, NV
Wells Fargo Advisors
Michael Holcomb is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Wells Fargo Advisors and has a prior career at Morgan Stanley and its affiliates spanning from 2003 to 2022. Outside of his advisory work, he serves as a board member for the Logan Creek neighborhood association in Glenbrook, NV. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with client engagements that are typically discrete and customizable based on client needs.
Claire Bowie F
Series 63, Series 66
Reno, NV
Wells Fargo Advisors
Claire Bowie Faye is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs and MOTHER Denim. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, and niche services such as business-owner transition and special-needs analysis.
Aaron R
Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Aaron Roques is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Roques also owns and operates AADR Financial Services, a financial practice based in Henderson, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, and advisors develop tailored recommendations using proprietary research and planning tools.
Steven S
Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Steven Sakata is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. He also serves as co-trustee for his mother's trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.
Mark S
CFP®, Series 63, Series 65
Reno, NV
Wells Fargo Advisors
Mark Schulten is a CFP® professional with 38 years of experience in the financial industry. He is currently with Wells Fargo Advisors, where he has worked across several affiliated firms since 1997, including Citigroup Global Markets. Outside of advising, he is involved in managing multiple private business interests. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.
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