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Ryan S
CFA®, Series 66
Albuquerque, NM
Wells Fargo Clearing
Ryan Salmon is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, he serves on the finance committee of El Rancho de las Golondrinas, a living history museum in Santa Fe, where he assists with overseeing operations and providing guidance on asset allocation and budgeting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a focus on tailored services and an expanded investment menu that includes insurance-related products.
Scott D
Series 66
Albuquerque, NM
Wells Fargo Clearing
Scott Desmarais is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2022, he worked in the restaurant industry for several years. 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.
Robert D
Series 63, Series 66
Albuquerque, NM
Wells Fargo Clearing
Robert Dexel is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 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 to qualified ERISA 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 breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.
Ralph G
Series 63, Series 65
Albuquerque, NM
Wells Fargo Clearing
Ralph Griffin is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is involved in Alianza Family Services, providing services to individuals with disabilities. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Quentin H
Series 63, Series 66
Albuquerque, NM
Wells Fargo Clearing
Quentin Heffron is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.
Christopher E
CFP®, Series 66
Albuquerque, NM
Wells Fargo Clearing
Christopher Enright is a Certified Financial Planner (CFP®) with 15 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2011 and joined Wells Fargo Clearing in 2016. Enright serves as a trustee for family trusts related to a ranch in Placitias, New Mexico. 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 provides a range of brokerage and advisory solutions supported by research and analytics.
Melinda K
Series 63
Albuquerque, NM
Wells Fargo Clearing
Melinda Knoll is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 63 designation and 19 years of industry experience. She 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.
Christopher C
Series 63, Series 65
Albuquerque, NM
Wells Fargo Clearing
Christopher Contreras is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Gwyther & Holt Investment Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he also works part-time as a delivery driver for food and grocery services in Albuquerque. 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 leveraging research from Wells Fargo Investment Institute and third-party sources.
Joseph C
CFP®, Series 66
Albuquerque, NM
Wells Fargo Clearing
Joseph Coca is a CFP® professional with 12 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his financial advisory role, he serves as a licensed referee and judge for mixed martial arts and boxing across several state athletic commissions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Miranda P
Series 66
Albuquerque, NM
Wells Fargo Clearing
Miranda Peralta is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2015. Outside of her advisory role, she works part-time as a sales associate at Anthropologie and volunteers assisting voters on election day with the New Mexico Secretary of State's Bureau of Election. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Robert S
Series 63, Series 66
Albuquerque, NM
Wells Fargo Clearing
Robert Stull is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and 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 supported by research from Wells Fargo Investment Institute and third-party databases.
Joseph O
Series 66
Albuquerque, NM
Wells Fargo Clearing
Joseph Olson is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of the West and BancWest Investment Services for nine years. Olson serves as a finance committee member for NM WILD, contributing to financial oversight discussions. 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 IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Sridhar Y
Series 63, Series 65
Albuquerque, NM
Wells Fargo Clearing
Sridhar Yarlagadda is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory services including investment policy development, performance reporting, and participant education. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its offerings.
Lindsey M
Series 66
Albuquerque, NM
Wells Fargo Clearing
Lindsey Marlowe is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors, LLC. Outside of her advisory role, she has been involved with Scentsy since 2010. 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 IPS-driven advisory process incorporates modern portfolio theory and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.
Jessica M
Series 63, Series 65
Albuquerque, NM
Wells Fargo Clearing
Jessica Marlowe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research and analytics.
Michael H
Series 66
Albuquerque, NM
Wells Fargo Clearing
Michael Hauger II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 10 years of industry experience. He has been with Wells Fargo firms since 2016. Outside of his advisory role, he serves as an executor for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research-driven investment strategies and offers a broad range of brokerage and advisory solutions.
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