Mathew Mcclain is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Investments, LLC from 2003 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.

Calvin Shiu is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including prior roles at Morgan Stanley Private Bank and Uvest Financial Services Group. Outside of finance, he owns and operates an online coffee K-Cup sales business based in Santa Clara, California. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Brennan Kurtela is a CFP®-certified financial advisor with 10 years of experience. He is currently with Wells Fargo Clearing and has previously worked at Strategic Wealth Advisors Group, LPL Financial, PFG Advisors, and Stanford Federal Credit Union. 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 combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

Kwanghyon Park is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2019. He previously worked at Bank of America, N.A. for 10 years and Merrill for 13 years. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Sickel III is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his daughter's trust and his own and spouse's trusts. 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 Wells Fargo Investment Institute and third-party sources.

Alan Lui is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2007. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Pavan Ravilisetty is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with firms including TIAA and J.P. Morgan Securities. 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 from Wells Fargo Investment Institute and third-party sources.

Amit Chadha is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Fidelity Brokerage Services LLC, and St. James's Place Wealth Management. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Yu Hong Tan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2026, Tan worked at Bank of America, Merrill, Charles Schwab & Co., Inc., and Charles Schwab Bank. Before entering the financial industry, Tan held roles in the hospitality sector at Hilton and Marriott Hotels. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Kevin O’Regan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2001 to 2011. 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 extensive assets and provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Christina Diercks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Bank NA since 2005 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a power of attorney and trustee for her mother. 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, offering brokerage and advisory solutions across a large platform of more than 14,000 advisors.

Stella Miretsky is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2001 to 2011. Wells Fargo Advisors is a national securities firm providing 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Weilun Wang is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise LLC, Schwab Wealth Advisory, and Charles Schwab & Co., Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. 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.

Robert Barry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Wells Fargo Investments, LLC for ten years before joining his current firm in 2016. Outside of his advisory role, he co-owns an olive oil producing business located on a ranch in Paso Robles, 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Gavin Lam is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He also provides in-home supportive services care to a family member. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversification and modern portfolio theory in their investment approach.

Scott Yee is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing and Wells Fargo Bank, NA. His prior experience includes roles at JPMorgan Chase Bank, Morgan Stanley, Citi Personal Wealth Management, and several insurance and health-related companies. 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 data.

Yong En Xiao is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Wells Fargo Bank, Morgan Stanley Smith Barney LLC, and J.P. Morgan Securities. 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 in-house research and third-party analytics.

Aidin Soltani Hendesi is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2014. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Roger Toguchi is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Investments. Outside of his advisory work, he serves as a director for a family-owned investment-related business and is a co-trustee of his parents' trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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.

Eric Tallon is an Investment Consultant at Fidelity Investments, bringing several years of experience in financial advisory roles. He began his career as a Financial Advisor at Merrill Lynch from 2013 to 2015, followed by a position as a Financial Consultant at Scott Trade in 2016. He then served as an Investment Solutions Representative at Fidelity Investments from 2022 to 2025 before assuming his current role. Eric holds a California Insurance License, supporting his ability to provide comprehensive financial advice. He partners with clients to build long-term financial advisory relationships, aiming to deliver tailored and objective advice that empowers clients to pursue their personal passions and goals. Outside of his professional work, Eric enjoys gardening, hiking, parenthood, reading, and playing tennis.