Kevin Power is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Morgan Stanley Dw Inc. for 10 years and Morgan Stanley & Co. LLC for one year before joining Wells Fargo Clearing in 2016. 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, utilizing research and analytics to support diversification and modern portfolio theory.

Quentin Garcia is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Advisors since 2021 and has prior experience at Loyola Marymount University, Community Builders Group, Gonzaga University, and Loyola High School. 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 options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samantha Power is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 10 years of industry experience, all with Wells Fargo since 2016. Outside of her advisory role, she owns APRICITY LLC, a potential candle business based in Studio City. 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 databases.

Connie Rodriguez Garcia is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at Merrill, Banc of America Investment Services, Inc., and Citigroup Global Markets. Outside of her advisory role, she founded a professional networking group focused on supporting and educating local women professionals. 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 over 14,000 advisors and offers both brokerage and advisory solutions.

Keith Feinberg is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Prudential Equity Group from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, combining in-house research and third-party analytics to support its investment strategies.

Albert Yuan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Prudential Equity Group, LLC from 1997 to 2003. 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 and analytics from Wells Fargo Investment Institute.

Raymond Oloteo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Merrill, Bank of America, and TD Ameritrade. 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.

Franc Burzotta is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Charles Schwab, and USAA Financial Advisors. Outside of his advisory role, he is the sole member of HEX3N LLC, a publishing business based in Norwalk, 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.

Isabelle Chang is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. She has one year of industry experience and has held a variety of roles outside the finance sector, including in food-related businesses such as Tifa Chocolate & Gelato. 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, managing approximately $671 billion in assets with over 14,000 financial advisors.

Jonathan Corob is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member and treasurer for The Oaks Homeowners Association. 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 uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.

Shad Ortiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo since 2016 and previously held positions at Morgan Stanley and its affiliates from 2000 to 2014. 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 brokerage and advisory solutions, relying on research and analytics to evaluate investment options and providing services such as retirement plan consulting and financial planning.

Shelley Dakan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and briefly at Merrill in the same year. Outside of her advisory role, she serves as a volleyball coach at Blair High School in Pasadena, 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

George Seitz IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes six years with Prudential Equity Group, LLC. 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 1999 to 2003. 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.

Lucy Sun is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 21 years of industry experience. She previously worked at Morgan Stanley from 2009 to 2025 before joining Wells Fargo Clearing in 2025. 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, utilizing research from its Investment Institute and third-party sources to support diversified investment approaches.

Stephanie Nyce is a CFP®-certified financial advisor with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill and A. G. Edwards & Sons, Inc. 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.

Cameron Coe is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2023. He has also been affiliated with Pitzer College since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, 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.

Amy Hung is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Merrill for eleven years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary advisory services, employing an IPS-driven process grounded in modern portfolio theory and including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Mui Voong is a financial advisor at Wells Fargo Clearing with 19 years of industry experience and holds a Series 66 designation. Mui has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2007 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.

Robert Coe is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he spent a combined 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader set of financial products than typical institutional advisers.

Philip Cheng is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Bank of the West, and BancWest Investment Services. Outside of his advisory role, he co-owns a dog sitting and doggie day care business in Glendora, California. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jonathan Tanaka is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and a six-year period at Prudential Equity Group, LLC. Outside of his advisory role, he is involved in app development through a personal venture and serves as an executive producer for a film project. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Steven Townsend is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 11 years before joining Wells Fargo in 2016. Townsend serves on the finance and investment committees of Union Station Homeless Services in Pasadena, CA. 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 about $671 billion in assets and offers both brokerage and advisory solutions.

Carolyn James is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and is also active as a self-employed artist and art instructor, involved in creating and selling fine art as well as teaching art workshops. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregg Haglund is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. 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 substantial assets through a large network of advisors and utilizes research and analytics to support its investment approach.

Lynda Lorimer is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Prudential Equity Group, LLC from 2001 to 2003. 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.

Analiza Lopez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent one year at Citigroup Global Markets. Lopez is also a notary in Los Angeles, performing related services on a limited basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets through a large team of over 14,000 advisors.

Elway Le is a financial advisor with Wells Fargo Clearing located in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley and Citigroup Global Markets. 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.

Brandon Saito is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Tanita Harvest for five years. Outside of finance, he is a member of the Screen Actors Guild and holds a 25% ownership stake in a film production 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 advisory services grounded in an IPS-driven process based on modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Derek Yu is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC since 2016 and Wells Fargo Bank NA since 2015. 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.

Donovan Koah is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has previously worked at Bank of America, Merrill, and Banc Of America Investment Services. 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 research from Wells Fargo Investment Institute and third-party analytics.

Eric Garcia is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016, following ten years at Merrill and five years at Citigroup Global Markets. Outside of his advisory role, Garcia is involved in managing real estate investment activities through several entities he owns with his spouse. 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 and utilizes research from Wells Fargo Investment Institute along with third-party analytics to guide investment decisions.

Matthew Plunkett is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 20 years of industry experience. He previously worked at Merrill and Banc of America Investment Services, Inc. In addition to his advisory role, he owns a clothing manufacturing business based in La Crescenta, 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.