Tyler Takahata is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Central Pacific Bank for six years before joining Wells Fargo in 2018. Outside of his advisory role, he serves as a notary public in Honolulu, HI. 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 and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

Westley Yamasaki is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He worked at Prudential Equity Group, LLC from 1997 to 2003 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines extensive research and analytics with a broad range of brokerage and advisory solutions.

Didi Hoang is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers 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.

Eric Allen Ching is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Timothy Davis is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Charles Schwab. 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 analytics.

Gidget Long is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her career includes previous roles at Wells Fargo Investments, Chase Investment Services, and Banc One Securities Corporation. 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 leverages research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad client base.

Clayton Wong is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 63 designation and 38 years of industry experience. He previously worked at Morgan Stanley Dw Inc. for 15 years and Morgan Stanley & Co. LLC for 2 years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as treasurer for the Ichiro and Sanaye Onoye Charitable Foundation. 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 uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions supported by a large network of financial advisors.

Gregg Sato is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including prior roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ian Wong is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Prudential Equity Group, LLC from 1999 to 2003. Wong serves as a co-trustee for his father's investment-related trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment approach.

Io Taylor is a financial advisor at Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation with six years of industry experience. Taylor 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 across more than 14,000 advisors and offers brokerage and advisory solutions supported by research and analytics.

David Garcia is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. He previously worked at Goldman Sachs from 2015 to 2018 before joining Wells Fargo Clearing in 2018. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

David Garcia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2018. Outside of his advisory role, he co-owns a rental property in Honolulu with his spouse. 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 in its investment menus.

Ian Mcdonald is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2016. Prior to that, he was with Morgan Stanley DW Inc. from 2000 to 2004. 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.

Denise Thomas Murphy is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent 23 years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. 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.

Nedrick Nakama is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 20 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, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers a range of brokerage and advisory solutions, relying on research and analytics while providing services such as IPS development, investment recommendations, and participant education for retirement plans.

Keri Nishimura is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She is based in Honolulu, HI, and participates as a member of the finance committee and executive committee at Goodwill Hawaii, contributing to discussions on investment policy, asset allocation, and organizational strategy. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Christopher Maxwell is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 broad range of brokerage and advisory solutions.

Jennifer Kuanoni is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with a brief tenure at Morgan Stanley from 2018 to 2019. Outside of her advisory role, she serves as a notary public. 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.

Bryan Fleming is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing for a total of 15 years across two periods. Fleming is based in Honolulu, HI. 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 from Wells Fargo Investment Institute and third-party analytics.

Ani Hakobyan is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2021, Ani was self-employed for one year and spent eleven years at HSBC Bank Armenia. 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 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.

Sarah Jane Velasquez is a Series 66-licensed financial advisor with Wells Fargo Clearing in Honolulu, HI, and has 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions with Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. Velasquez is the sole owner of several rental properties outside of her advisory work. 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 manages approximately $671 billion in assets through more than 14,000 advisors and provides both brokerage and advisory solutions.

Karen Mc Connelee is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held various positions at Morgan Stanley from 2005 to 2012. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support client investment strategies.

Chase Santos is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held various roles including positions at the University of Hawaii at Manoa and Kalani High School. Outside of advising, he is involved with Diamond Head Memorial Park in Honolulu, where he performs administrative and sales duties. 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 grounded in modern portfolio theory, with an emphasis on tailored solutions and inclusion of insurance-related investment options.

Regan Ching is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 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 manages approximately $671 billion in assets and integrates research and analytics to support diversified investment strategies.

Jodi Chang is a Certified Financial Planner® (CFP®) with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following nine years at UBS Financial Services and six years at Citigroup Global Markets. She is based in Honolulu, HI. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Ramona Ching is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 designations and over 33 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley DW Inc. from 1996 to 2009. Outside of her advisory role, she serves as a co-trustee for her mother’s trust. 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 operates at a large scale and combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory principles in its investment approach.

Terza Wheeler is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Wheeler 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Herman Ching is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He previously worked at Prudential Equity Group, LLC for ten years before joining Wells Fargo Clearing in 2016. He is a member of the 377 Investment Club in Honolulu. 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 serves a wide client base and employs both brokerage and advisory solutions, using research and analytics to support investment decisions.

Neil Nakamura is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley from 2003 to 2010. 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 and analytics to support its investment approach.

Codey Kitagawa is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Amazon and Natsunoya Tea House, and he has been involved with the Honolulu Country Club since 2018. 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.

Kelii Kiakona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior experience includes four years at Prudential Equity Group, LLC. Kelii is based in Honolulu, HI. 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 combines research from Wells Fargo Investment Institute and third-party data to support its investment approach, serving over 14,000 advisors and managing approximately $671 billion in assets.

Brian Fu is a financial advisor at Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Connecticut Mutual Life Insurance Company since 1980. 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 operates on a large scale with over 14,000 financial advisors and manages approximately $671 billion in assets.

Diane Furubayashi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as co-trustee and personal representative for family investment matters. 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 the Wells Fargo Investment Institute and third-party data.

George Hirai is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes 17 years at Morgan Stanley and its associated entities before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to inform its investment options and offers both brokerage and advisory solutions at scale.

Arthur Saiki is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding the CFP® designation and Series 63 and 65 licenses. He has 49 years of industry experience, including previous roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. He has been with Wells Fargo Clearing since 2016. 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 combines proprietary research and third-party analytics to support its investment approach and provides a range of brokerage and advisory solutions across a large national network.