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Ashley H

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Ashley Herrick is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2006 and at 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Ryan J

Series 66

Anchorage, AK

Wells Fargo Clearing

Ryan Jaramillo is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2005. Outside of his advisory role, he serves as secretary of a local homeowners association in Anchorage, Alaska. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad product offering, serving more than 14,000 advisors and managing approximately $671 billion in assets.

Retired Founder/Business Owner
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Mariah W

Series 66

Anchorage, AK

Wells Fargo Clearing

Mariah Wigley is a financial advisor at Wells Fargo Clearing, holding a Series 66 designation. She is based in Anchorage, AK, and has recently begun her career in the financial industry. Prior to joining Wells Fargo, her background includes roles outside of finance, such as working for DoorDash and various educational and community organizations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Retired Founder/Business Owner
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Spencer M

Series 63, Series 66

Anchorage, AK

Wells Fargo Clearing

Spencer Madden is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2009. Outside of advisory work, Madden is involved in music production through Blueprint Productions and volunteers as a financial literacy teacher for Junior Achievement in a Day. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Retired Founder/Business Owner
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Cody P

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Cody Palmer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2024, with prior experience at W.W. Grainger, General Communication Inc., and Domino's. Outside of his advisory role, he is a real estate investor and landlord, managing a duplex in Anchorage, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Richard T

Series 66

Anchorage, AK

Wells Fargo Clearing

Richard Tilton is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Investments and Morgan Stanley DW Inc. Outside of his advisory role, he serves as treasurer for the Cook Inlet Soccer Club in Anchorage, Alaska. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Ryan W

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Ryan Williams is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he works as a rideshare driver in San Francisco. 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.

Retired Founder/Business Owner
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Erik T

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Erik Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Retired Founder/Business Owner
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Thomas O

Series 66

Anchorage, AK

Wells Fargo Clearing

Thomas Olsen is a Series 66-licensed financial advisor with Wells Fargo Clearing in Anchorage, Alaska, bringing 21 years of industry experience. He has worked at Wells Fargo Investments and Wells Fargo Clearing since 2005. Outside of his advisory role, Olsen co-owns Tower Ranch Alaska, a small ranch raising livestock in Palmer, Alaska. 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 employs a research-driven investment approach and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Cameron W

Series 63, Series 66

Anchorage, AK

Wells Fargo Clearing

Cameron Walker is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and Space Dynamics Laboratory. Outside of finance, he coaches youth baseball, teaching hitting and throwing skills. Wells Fargo Advisors serves 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 both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Xang X

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Xang Xiong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Xiong worked at Wells Fargo Bank, nA and has experience with Alaska Unemployment Insurance and Camp Fire Alaska. 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 from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Luke M

Series 63, Series 66

Anchorage, AK

Wells Fargo Clearing

Luke Mc Cutcheon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and diverse engagements outside finance, such as work related to The First Church of Christ, Scientist, and data annotation. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Retired Founder/Business Owner
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Stanley H

Series 66

Anchorage, AK

Wells Fargo Clearing

Stanley Hagood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at Key Investment Services and KEY BANK for nine years before joining Wells Fargo Bank, NA and Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking.

Retired Founder/Business Owner
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Sean L

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Sean Leach is a financial advisor with Wells Fargo Clearing in Anchorage, AK. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to his current role, he worked in the restaurant industry at Morimoto Maui and Misophat Sushi. 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.

Retired Founder/Business Owner
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Kristina B

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Kristina Bibbo is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank since 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Melissa M

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Melissa Marshall is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank, Oriental Developers Caribbean Ltd, and Donghua University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Dallas B

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Dallas Bush is a financial advisor with Wells Fargo Clearing based in Anchorage, AK. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to his current role, his work experience includes positions outside the financial industry and roles as a student. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Alexander J

Series 66

Anchorage, AK

Wells Fargo Clearing

Alexander Joannides is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments and Merrill. He serves as treasurer for the Holy Transfiguration Greek Orthodox Church in Anchorage, AK. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines in-house research with third-party analytics to support diversified investment strategies.

Retired Founder/Business Owner
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Brian M

Series 63, Series 65, Series 66

Anchorage, AK

Wells Fargo Clearing

Brian Major is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and seven years of industry experience. He has been with Wells Fargo Clearing since 2016, totaling ten years at the firm. 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 from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Neila M

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Neila Martinez is associated with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. She has no prior industry experience but has worked in various roles at Wells Fargo Bank, Seattle Credit Union, and Mariner Finance since 2019. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Samantha S

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Samantha Savage is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 designations and one year of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2024 and is the owner of Savage Works LLC, an investment-related LLC. Prior to her current roles, she spent 17 years at Lame Creative. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Robert S

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Robert Sackerson is a financial advisor with Wells Fargo Clearing in Anchorage, Alaska, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked for Wedbush Securities Inc. from 2006 to 2016 before joining Wells Fargo Clearing in 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 both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Retired Founder/Business Owner
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Mihaela V

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Mihaela Vateva Schneider is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo in various capacities since 2020. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Austin B

Series 66

Anchorage, AK

Wells Fargo Clearing

Austin Belz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has previously worked at BNY Mellon Securities Corporation, Bank of America, Merrill, Richard Belz Tax Services Inc., and Louis Vuitton. 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 advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broader set of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Joshua B

Series 63, Series 65, Series 66

Anchorage, AK

Wells Fargo Clearing

Joshua Brummett is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Bank, N.A. since 2003. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Todd F

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Todd Fletcher is a financial advisor with Wells Fargo Clearing in Anchorage, Alaska, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior roles include positions at Wedbush Securities Inc., UBS Financial Services, and Citigroup Global Markets. He serves as a citizen board member on the Alaska Commission on Judicial Conduct, attending quarterly meetings to review complaints against judges. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Holden R

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Holden Ritter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2002 to 2011. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Tara P

Series 63, Series 66

Anchorage, AK

Wells Fargo Clearing

Tara Parry is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing for multiple periods since 2011. 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.

Retired Founder/Business Owner
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