Gregory Fields is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Gerber Kawasaki Wealth & Investment Management, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Merrill, and Occupy Digital. 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.

Gregory Vernon is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously operated his own advisory firm, G.K. Vernon, LLC, for one year. Wells Fargo Advisors is a large national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to inform its investment approach and offers a broad range of brokerage and advisory solutions.

Tekeisha Wilcox is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Los Angeles, CA, and has 18 years of industry experience. She has worked within various Wells Fargo entities since 2008. Outside of her advisory role, Wilcox serves as treasurer for the La Canada PTA Council and La Canada School PTSA and is a notary public in California. 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 from Wells Fargo Investment Institute along with third-party data to evaluate investment options using diversification principles and modern portfolio theory.

Andrew Orr is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing and its affiliated firms since 2007. Outside of his advisory role, he holds ownership interests in two investment-related LLCs, LITTLE DOZEN LLC and ARKKAO 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Ehud Rinot is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. from 2010 to 2017. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher You is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a distinctive inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amy Chao is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC for five years. Based in Los Angeles, CA, she has been with Wells Fargo Clearing since 2021. 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 extensive research and analytics.

Andrew Deieso is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of experience at the firm. His prior roles include positions at American International Group and Andre Balazs Properties. He has also worked in educational settings, including Loyola Marymount University and Notre Dame High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Yuanhan Ji is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at Scottrade, Inc. in 2017. 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.

Tom Ferenczi is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. His work history includes roles at Wells Fargo Advisors LLC, MUFG Union Bank, and various Wells Fargo Clearing entities dating back to 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Weissenborn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he serves as president of the Baron's Second Chance Foundation, where he participates in selecting investment managers and approving donations. 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.

Han Kim is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Danielle Thompson is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses. She has 32 years of industry experience, including over a decade at Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides 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 portfolio diversification and manager evaluation.

Ayako Tsuboya is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 a range of brokerage and advisory solutions.

Dan Pomerantz is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Wells Fargo Clearing in Los Angeles, CA, where he has worked since 2021. His prior roles include positions at Wells Fargo Bank and City National Rochdale. 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.

Marcia Bansil is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 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 services. The firm’s approach 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.

Ali Sadaghiani is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. from 2010 to 2017. Outside of his advisory role, Sadaghiani serves as a commissioner on the City of Redondo Beach Library Commission. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Heajin Roh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2026, Roh worked at Phoenix Financial Services, Morgan Stanley, Merrill, and Bank of America. 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 combination of brokerage and advisory solutions supported by research and analytics.