Andrew Dickson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He previously worked for UBS Financial Services Inc. for nine years before joining Wells Fargo in 2025. He holds a Series 66 designation and is based in Bellevue, WA. 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.

Anthony Nakata is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. He serves as co-trustee for a family trust. 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 investment 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.

Claire Horton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory work, she volunteers as a host for the YMCA of Seattle's Homes Program, providing housing support to young people seeking long-term accommodation. 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 tailored to plan objectives, demographics, and risk tolerances.

Naima Rasheed is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at Mathnasium and First Hill Trust Company. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brian Krell is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Microsoft for seven years and Wimmer Solutions for three years. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services 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.

Sang Lee is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role at Wells Fargo, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Debera Hansen Aiken is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2024, she worked at Ameriprise and Northwestern Mutual in various advisory and management roles. 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 the Wells Fargo Investment Institute.

Alyssa Peponis is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Wells Fargo, she held positions at KPMG and D.A. Davidson and spent several years affiliated with Gonzaga University. 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.

Chu Yi Hsu is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing and its predecessor firms since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Andrew Tempelis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked for nearly three decades. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chidozie Okoye is a CFP® professional with 11 years of experience in the financial industry, currently with Wells Fargo Clearing since 2022. Prior to this, he held positions at Wells Fargo Home Mortgage and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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 menu.

Christopher Dack is a CFA® charterholder with 16 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2025 after 12 years at Goldman Sachs & Co. He serves as treasurer for the Seattle Children's Museum. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Donna Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at J.P. Morgan Securities from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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 menu.

Florencio Sandoval is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2017, following a four-year tenure at JPMorgan Securities LLC. 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 incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Lillibridge is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Bank of America, N.A. and Merrill. He serves on the investment committee of the Ronald McDonald House in Seattle, where he monitors fund assets and advises on investment policy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of advisory services, including financial planning and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources to inform its investment approach, which emphasizes diversification and modern portfolio theory.

Rose Licup is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Her career includes roles at Wells Fargo Bank, NA, and the Personal Finance Center. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Ryan Carpenter is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Bellevue Healthcare, Metro Uniform and Accessories, and Fresno City College. 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 IPS-driven process incorporates modern portfolio theory and includes a broader range of financial product options than typical institutional advisers.

Daniel Heu Weller is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, he serves as a trustee for a friend's child in Bellevue, Washington. 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.

Christine Hall is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and six years of industry experience. She previously worked at Merrill for nine years and Bank of America for one year before joining Wells Fargo Clearing, where she has been since 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Peter Wilson is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Clearing in Bellevue, WA. He has worked at Wells Fargo in various capacities since 2005, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering 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 from Wells Fargo Investment Institute and third-party sources.