Andrew Lavoie is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 license and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he operated Andrew Lavoie Consulting and worked at HCL America and Appetize Technologies. He is also an instructor at Coast Community College District, teaching basic finance, business, banking, and accounting courses. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than is typical for large institutional advisors.

Caroline Rose Werlin is a financial advisor with Wells Fargo Clearing in Los Angeles, CA. She holds a Series 66 designation and has six years of industry experience. Her prior work includes one year at Ronda Spinak before joining Wells Fargo Clearing in 2018. 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.

Charles Hutchinson is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 credential and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he has a background as an actor, though this activity is no longer active. 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 approach is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Michael Squellati is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo in 2026. He holds Series 63 and Series 65 designations. 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 operates on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Keith Shishido is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he teaches an Introduction to Business and Investments course at Santa Monica College. 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 follows an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Steven Tann is a financial advisor with Wells Fargo Clearing in Santa Monica, CA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA for a combined 10 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Charlene Preciado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of her advisory role, she is an independent distributor for Rodan and Fields, a skincare product company. 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 IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Sosa is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of the Kensington Place Homeowners Association. 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 IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Reagan Whitney is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Whitney worked at UBS Financial Services, Inc. and US Tech Solutions. Outside of finance, Whitney is involved with Rose Bowl Aquatics. 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.

Michael Bill is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Stifel Nicolaus & Co., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He serves as a director of the Southern California Youth Athletic Educational Association, which provides athletic education and training for youth. 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 research from Wells Fargo Investment Institute and third-party sources.

Roger Hall is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. His credentials include Series 63 and Series 65 licenses. Hall also serves as a trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Steven Santucci is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo since 2019. Prior to joining Wells Fargo, he held positions at Postmates Food Delivery and Warner Brothers Studios. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Jonathan Hoot is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns Naples Ranch LLC, where he serves as a landlord. 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 IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Kramer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Sam Hassas Roudsari is a financial advisor at Wells Fargo Clearing in Los Angeles, CA, with one year of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co. Inc. Outside of finance, he works as a fitness group instructor at Equinox. 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 a combination of brokerage and advisory solutions.

Charles Glick is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo entities since 2014, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. 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 within its investment offerings.

Charles Friedlander is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he has a 50% ownership interest in Bropak Investments, 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 approach is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Lawrence Ruderman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

William Orkin is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its predecessor, Wells Fargo Advisors LLC, since 2009. Outside of his advisory role, he is involved as a trustee and executor for family trusts and estates and is a part owner of a short film production company. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menu.

Susanna Bracke is a financial advisor with Wells Fargo Clearing in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Clearing in 2018. Bracke serves on the finance committee of Film Independent, a nonprofit organization in Los Angeles. 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 IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

David Soloway is a CFP® professional with five years of industry experience, currently affiliated with Wells Fargo Clearing in Los Angeles, CA. He has been with Wells Fargo Clearing since 2021 and previously worked at Northern Trust from 2005 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary investment advice. 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.

Marianne Talavera is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Hadi Durali is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, 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 solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Aruffo is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he owns Acoustic Learning Inc., where he writes research posts and distributes books. 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.

Cindy Outlaw Johnson is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Smith Barney from 2009 to 2017. Outside of her advisory role, she is a commissioned notary in Los Angeles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Justin Friedlander is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Prime Opportunity Partners, Crypto Cafe, Project Z Entertainment, and Rodeo Realty. 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.

Victor Reskin is a financial advisor with Wells Fargo Clearing based in Los Angeles, CA. He holds a Series 63 designation and has 47 years of industry experience, including 28 years at UBS Financial Services. Outside of his advisory role, he is a co-trustee for his mother’s 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Ryan Grashow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved with the Hermosa Beach City School District through a food delivery activity. 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 process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alberto Zapata Abad is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, also maintaining a role at Wells Fargo Bank NA since 2009. 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 IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Herbert Segall is a financial advisor with Wells Fargo Clearing in Agoura Hills, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven approach based on modern portfolio theory. The firm’s offerings include a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Meredith Wu is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. She previously worked at Northern Trust and SAP Concur, and has an academic background from California Polytechnic State University. 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, leveraging research from Wells Fargo Investment Institute and third-party sources.

James Zeutzius is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Budget and Finance Committee of the Pasadena Tournament of Roses Foundation and recommends grants to a donor-advised fund at a family foundation. 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 services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Whitney is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He previously worked at UBS Financial Services from 1993 to 2025. Outside of his advisory role, he serves on the board of directors for the Sons of the American Legion - Post 283, a veteran support organization, and is a board member of the Westwood Village Rotary Club Foundation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Vannuki is a financial advisor at Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 process is driven by investment policy statements and modern portfolio theory, incorporating a range of financial products including insurance-related vehicles and bank deposit sweep options.

Joe Chan is a financial advisor with Wells Fargo Clearing in Los Angeles, holding a Series 66 designation and 15 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo in 2026. Outside of his advisory role, he is a partner in Chantilly Consultancy, a kitchen design business where he provides general business advice. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Blake Ware is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and various non-financial organizations such as the University Guest House & Conference Center and Bardenay Restaurant & Distillery. 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 from Wells Fargo Investment Institute and third-party sources.

Mayra Haro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Citigroup for 18 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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.

Brenda Chavez is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for eight years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Alan Glick is a financial advisor with Wells Fargo Clearing in Santa Monica, CA. He holds Series 63 and Series 65 designations and has 53 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of 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.