Tyson Lai is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes six years at Prudential Equity Group, LLC. Tyson has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory services with research-driven investment strategies.

Brian Yoo is a financial advisor with Wells Fargo Clearing in Palo Alto, CA. He holds a Series 66 designation and has over 13 years of experience at Wells Fargo affiliated entities, including Wells Fargo Bank and Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Gardner is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2024 and previously held positions at Charles Schwab and TD Ameritrade. 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 advisory services. The firm’s approach 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.

Joseph Nelson is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and having 35 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC, and UBS Financial Services. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support a diversified, modern portfolio approach.

Shelley Boutelle is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank, N.A. since 2010. 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 from Wells Fargo Investment Institute and third-party sources.

Jesse Mares is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 63 designation and over 25 years of industry experience. He 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 both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Aileen Li is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and has also worked at Wells Fargo Bank NA 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, utilizing research and analytics to inform its diversified investment approach.

Erick Ortez is a financial advisor with Wells Fargo Clearing in Cupertino, CA, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2018 before joining 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 investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Stephen Maluchnik is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes prior roles at Morgan Stanley and Citigroup Global Markets. He is based in Palo Alto, CA. 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 roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sylvia Rivera is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 10 years of industry experience. She 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 both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Julie Tung is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her career includes roles at Wells Fargo Investments and Banc of America Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

James Oszust is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at JP Morgan Securities and First Republic Bank. 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 large network of over 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Casey Korsak is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family-related trusts. 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 utilizes research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Jerry Khamnivong is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC for eight years before joining Wells Fargo in 2024. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, 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.

Julian Demalleville is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Suzanne Sickel is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors. The firm provides both brokerage and advisory solutions and incorporates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Ritu Bhatia is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2003 and with Wells Fargo Clearing since 2016. 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 offers a broad range of brokerage and advisory solutions supported by research and analytics from its investment institute.

Niya Xie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and its securities affiliates. 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 vehicles and bank deposit sweep options among its investment offerings.

Steven Zeller is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2001 to 2008. He holds a Series 63 designation and is based in Palo Alto, California. 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 combines research and analytics with diversification principles to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Karen Glomb is a Series 66-licensed financial advisor at Wells Fargo Clearing with 18 years of industry experience. She has held positions at several major firms, including J.P. Morgan Securities and UBS Financial Services. Glomb is based in Palo Alto, 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 manages approximately $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory to provide both brokerage and advisory solutions.