Kim Fox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, 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 sources.

Paul Adams is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2025 and spent 16 years at UBS Financial Services prior to that. Adams holds a Series 66 registration. 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.

Brett Costanzo is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicole Christian is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a distributor of health care products with AdvoCare and serves as a notary public in Washington state. 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.

Hung Tran is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he is a participant in Shelter Lounge Greenlake LLC and holds ownership in Tennessee Football Ventures, both unrelated to investment activities. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Larry Dime is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. Outside of his advisory role, he co-owns a family rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven investment process includes both discretionary and non-discretionary services, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Robert Wygant is a financial advisor with Wells Fargo Clearing based in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years with Wells Fargo Investments, LLC. 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 both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Chad Garr is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Outside of advising, he has a 50% ownership interest in KIOKE LLC, a company that holds farmland leased for grazing and farming. 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 combines brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Seung Yoo is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on understanding clients' financial priorities and developing personalized investment strategies tailored to their goals. In addition to investment advice, he provides access to banking and lending services through Bank of America. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seung earned a Bachelor's Degree from Pratt Institute and a Master's Degree from Cornell University.

Joseph Osborne is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked for Bank of America, N.A. and Merrill for a decade before joining Wells Fargo in 2025. 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. The firm manages approximately $671 billion in assets and utilizes research and analytics to guide investment decisions, offering both discretionary and non-discretionary consulting for retirement plans.

Brock Loen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at D.A. Davidson & Co. for over a decade before joining Wells Fargo in 2020. Loen serves as trustee and co-trustee for his mother's trust, working approximately one hour per month in that capacity. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients including individuals, corporations, and institutions. The firm integrates research and analytics with diversification principles to offer brokerage and advisory solutions across multiple financial products.

Jeffrey Lazcano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Uber and JC Penney. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions.

Brandon Curneen is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2020. He previously worked at D.A. Davidson & Co. from 2013 to 2020. 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 services. The firm’s process 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.

Bryant Griffiths is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Debra Styner is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 designations with 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 broad range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Toraj Nowkhasteh is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2013. Outside of his advisory role, he works part-time as a food delivery driver. 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 integrates research and analytics with a broad range of brokerage and advisory solutions.

Diane Manterola is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at Citigroup Global Markets from 2007 to 2009. Diane also serves as a power of attorney for an individual client. 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 a range of brokerage and advisory solutions supported by research and analytics.

Clarke Straus is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has been affiliated with Wells Fargo Bank NA since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and diversification principles to evaluate investment options.

Jason Kane is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Citigroup Global Markets and PRUCO Securities, LLC. His practice is based in Bellevue, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and manages approximately $671 billion in assets through its network of over 14,000 advisors.

Kari Kuykendall is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent one year at UBS Financial Services. 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 across more than 14,000 advisors and provides both brokerage and advisory solutions.

Justin Lewis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and 13 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2025 before joining Wells Fargo Clearing in 2025. Outside of his advisory role, he has ownership in a rental property in Kirkland, Washington. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Gary Peterson is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. He 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 operates on a large scale, offering brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bradley Dillon is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes 17 years at Goldman, Sachs & Co. and five years at AllianceBernstein L.P. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Lucy Levon is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Her prior experience includes a position at Citigroup Global Markets in 2007. Outside of her advisory role, she serves as power of attorney for her mother. 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 and analytics.

Jason Nap is a financial advisor with Wells Fargo Clearing based in Bellevue, WA. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Prior to joining Wells Fargo in 2016, Nap worked at Morgan Stanley for three years and Citigroup Global Markets for eight years. 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 and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Sean Mcgowan is a financial advisor with Wells Fargo Clearing in Bellevue, WA. He holds a Series 66 designation and has 27 years of industry experience, including 14 years at Merrill and over 10 years with Wells Fargo. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

Karen Bayuga is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2020, following an 11-year tenure at D.A. Davidson & Co. 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 advice. The firm’s 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.

Sydney Sutkus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo in 2016, Sutkus worked at Morgan Stanley in various capacities from 2003 to 2012 and at Piper Sandler & Co. from 1998 to 2003. 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 data.

Patrick Healey is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds a Series 66 designation and is based in Bellevue, WA. Outside of his advisory role, he serves as president of the Chestnut Estates HOA in Sammamish, WA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Siripond Siriwandee is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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.

Ting Ting Chan is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, also working with Wells Fargo Bank, N.A. since 2011. 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. The firm’s process 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.

Kyle Kuykendall is a financial advisor with Wells Fargo Clearing in Bellevue, WA. He holds the CFP® designation and the Series 66 license, with 18 years of industry experience. Prior to joining Wells Fargo in 2025, he worked for UBS Financial Services for 16 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.

John Feistner is a financial advisor with Wells Fargo Clearing in Bellevue, WA. He holds Series 66, Series 63, and Series 65 credentials and has seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, North Sky Capital, and U.S. Bank, N.A. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Feller is a CFP® professional with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked for A. G. Edwards & Sons, Inc. for 13 years. Outside of his advisory role, he serves as chair of the endowment committee at Kirkland Performance Center and is a planning commissioner for the Town of Yarrow Point. 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.

Amyna Karmali is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as an executor of an estate. 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 substantial assets and combines research-driven investment strategies with a broad range of financial products distributed through affiliated entities.

Blake Loen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at PitchBook Data from 2015 to 2023. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Kathy Pierce is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Citigroup Global Markets from 2007 to 2008 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 to support investment decisions.

Sean Henderson is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as the Director of Scouting for the Seattle Sounders soccer team. 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 from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions across a broad client base.

Thomas Ku is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Wells Fargo Investments and Wamu Investments. Outside of advising, he co-owns and manages several rental properties with his spouse. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Ann Seidel is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She worked at UBS Financial Services for 14 years prior to joining Wells Fargo Clearing in 2025. Outside of her advisory role, she co-owns a rental property in Canmore, Alberta, Canada, which provides hotel lodging to guests. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chloe Sullivan is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 credential. Prior to her current role starting in 2022, she has held positions at Morgan Stanley and various other firms. Outside of finance, she is involved with Pearl & Stone Wine Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Suh is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Bank of America, N.A., including Merrill. Suh is based in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and incorporates a broader range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Madison Buchea is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has previously worked at AO Globe Life and UBS Financial Services Inc. Madison’s background includes a range of roles spanning from 2017 to the present across financial services and education. 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 sources.

David Helman is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Merrill, Banc of America Investment Services, Oppenheimer, and Morgan Stanley. 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.

Bryce Scharf is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and two years of industry experience. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Bank, and Wells Fargo Bank. 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 sources.

Emily Christian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she worked at The Lodge Sports Grille and held positions at Swedish Medical Center and UW Medical Center. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kathren Wills is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 credential and previously worked at First Tech Federal Credit Union and Addison Avenue Investment Services. Outside of advising, she owns a telecommunications business, Olympic Wireless LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of advisors.