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Kimberly H

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Kimberly Hunter is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She previously worked at Wells Fargo Investments, LLC for 10 years before joining Wells Fargo Clearing in 2016. Hunter serves on the finance committee of the Child Parent Institute in Santa Rosa, CA. 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 focused on diversification and modern portfolio theory.

Retired Founder/Business Owner
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Rafael V

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Rafael Velazquez Borragan is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at Wells Fargo in various capacities since 2016. 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.

Retired Founder/Business Owner
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Michael D

CFP®, Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Michael Derhake is a Certified Financial Planner® with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2005 to 2011. He also serves as a trustee for a family-related investment entity in Las Vegas. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, leveraging research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Trevor V

Series 66

Las Vegas, NV

Wells Fargo Clearing

Trevor Vollstedt is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Wells Fargo Investments, Banc of America Investment Services, and Ameriprise. Outside of advising, he owns and operates a business listing cars for private sellers in Las Vegas. 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, relying on research and analytics to evaluate investment options.

Retired Founder/Business Owner
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Joseph S

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Joseph Scarff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 designations and six years of industry experience. His work history includes multiple roles at Wells Fargo Clearing, Wells Fargo Bank, Integral Associates, LLC, and Ameriprise Financial. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Jacqueline B

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Jacqueline Baquera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with Wells Fargo entities since 2010, including her current role 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 through a network of over 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Melissa D

Series 66

Las Vegas, NV

Wells Fargo Clearing

Melissa Durante is a financial advisor at Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation with 17 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2007 and joined Wells Fargo Clearing in 2016. Outside of her advisory role, she serves as a trustee for a family trust. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Michael H

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Michael Hood is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Michael W

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Michael Webb is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 credentials and 36 years of industry experience. His career includes prior roles at Wells Fargo Investments, LLC and Citigroup Global Markets. 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.

Retired Founder/Business Owner
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Mikael L

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Mikael Lara is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following previous roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is involved in a small merchandise business, Idols Trail Team, based in Las Vegas. 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 combination of brokerage and advisory solutions.

Retired Founder/Business Owner
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Debra H

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Debra Huff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at UBS Financial Services Inc. from 2011 to 2017. Outside of her advisory role, she serves as a trustee for her father's trust and executor for her mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Matthew B

CFP®, Series 66

Las Vegas, NV

Wells Fargo Clearing

Matthew Bees is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Investments, Banc of America Investment Services, and Merrill. 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 significant assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Sheri A

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Sheri Amirsoleimani is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Ameriprise, Wedbush Securities Inc., and Morgan Stanley. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment strategies.

Retired Founder/Business Owner
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David J

Series 66

Las Vegas, NV

Wells Fargo Clearing

David Jancuk is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley in various capacities between 2002 and 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, leveraging research and analytics to support client investment decisions.

Retired Founder/Business Owner
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Jeffrey K

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Jeffrey Klein is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a position at Prudential Equity Group, LLC. Klein serves as a personal representative for family members in matters related to investments. 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 range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Andrew S

Series 66

Las Vegas, NV

Wells Fargo Clearing

Andrew Schneider is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley, Ameriprise, and Transamerica Financial Advisors. He holds a minority ownership interest in PALASEEK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation of investment policy statements, performance reporting, participant education, and a discretionary 3(38) option for plan-level investment management.

Retired Founder/Business Owner
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Roland W

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Roland Watkins is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Wells Fargo entities since 2003, including Wells Fargo Investments, LLC, and 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 from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Randall W

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Randall White is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership interests in rental real estate ventures in Bristol, VA, and Santa Rosa, CA. 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 combines research-driven investment strategies with a broad platform of brokerage and advisory solutions.

Retired Founder/Business Owner
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Daniel R

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Daniel Rosengarten is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Wells Fargo Bank, NA since 2013 and Wells Fargo Clearing since 2016. Based in Las Vegas, NV, his career has been focused within the Wells Fargo organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting through a large network of advisors, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Dana P

Series 63, Series 66

Las Vegas, NV

Wells Fargo Clearing

Dana Pizzi is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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