Yun Risher is a financial advisor with Wells Fargo Clearing in Lynnwood, WA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Risher has been with Wells Fargo Clearing Services, LLC 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 both brokerage and advisory solutions.

Daniel Jones is a financial advisor with Wells Fargo Clearing in Lynnwood, WA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and Wells Fargo Bank NA since 2015. 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, utilizing research and analytics to guide its investment approach while offering a broad range of brokerage and advisory solutions.

Steven Aichinger is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns Meadowbrook Oil Corp, which holds mineral right oil royalties. 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.

Stacy Thornton is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is co-trustee of her father’s 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 advisory solutions. The firm’s 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.

Daniel Kozuck is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and began his career at Wells Fargo in 2024. Prior to this, his background includes a brief role at Olfactory NYC and full-time education through 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Darrell Warner is a CFP® and Series 66-registered financial advisor with 24 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 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 in its investment menus.

Trevor La Rowe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Pruco Securities, LLC. Outside of his advisory work, he is involved with HWPO, LLC, which operates Crossfit Burien. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Vickie Kozuck is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, Kozuck serves on the finance committee for St. Mary Magdalen and is involved with the Lynnwood Rotary Communication Foundation, where she has held leadership roles related to investment policy. 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 approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Taj Trimbo is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and Martha Lake Holdings 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 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.