Marc Spiegel is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Equity Group, LLC from 1997 to 2003. He serves as co-trustee for his father’s investment-related trust in Henderson, NV. 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 combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions across a broad range of financial products.

Steve Russell is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. Russell serves as treasurer for Foundation 36, Inc. and the Thunderbird Lodge Preservation Society, organizations focused on preserving Nevada and Western history. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Sharon Derrah Beesley is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Investments, LLC, from 2006 to 2008 before joining Wells Fargo Clearing in 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Dill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC. Dill serves as a commissioner on the County of Nevada Fish and Wildlife Commission, where he helps allocate funds collected from poaching and illegal wildlife activities. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Brenda Lucius is a Series 63 licensed financial advisor with Wells Fargo Clearing in Reno, NV, and has 21 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Christopher Foy is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is based in Reno, NV. Outside of his advisory role, he serves as power of attorney for his father. 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 combines research from internal and third-party sources to guide its investment approach.

Jennifer Morton is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Abowd & Rose Financial Group (Mass Mutual) and MML Investors Services. Outside of her advisory role, she manages financial affairs as power of attorney for her mother. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kristiana Snippen is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2007. 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 and third-party sources.

Eric Bickenbach is a financial advisor with Wells Fargo Clearing in Reno, NV. He holds the CFP® designation and Series 66 license and has 19 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2004 and with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the audit committee of the Parasol Community Foundation. 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 roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics.

Ben Beeman is a Series 66 credentialed advisor with Wells Fargo Clearing, based in Reno, NV. He has been in the financial industry since 2023, following prior educational roles at Sonoma State University and Del Oro High School. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Rachel Yelley is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and United Construction Company. Outside of her advisory role, she serves as treasurer for the Arrowcreek 9ers Golf Team and the WIN Nevada Speaker Series, where she manages budgets and provides financial updates. 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.

Amor Baca Chiriboga is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, having previously worked at Wells Fargo Bank, NA since 1999. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Dikeman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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.

Timothy Damon is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Westwind Investors Management Co and Northwestern Mutual. Outside of finance, he works as a server at Belleville Wine Bar in Reno. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Ramon Gonzalez is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2016. Outside of advisory work, Gonzalez is treasurer of the Education Fund of Northern Nevada and co-author of a book titled *Finding the Real You*. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors. The firm offers a range of brokerage and advisory solutions supported by research and analytics from its investment institute and third-party sources.

Natasha Mihaylov is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley Private Bank, N.A. outside of her advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to support its diversified investment approach.

Christian Hicks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to his advisory roles at Wells Fargo, he worked in various positions related to golf operations and attended the University of Nevada, Reno. 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 and analytics.

David Oberg is a CFP®-designated financial advisor with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with A. G. Edwards & Sons, Inc. for seven years. 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 proprietary research with third-party analytics to provide diversified investment solutions.

David Bogart is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. His prior work includes roles at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. He is also involved in hospitality ventures through ownership of a restaurant and bistro in Reno. 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 provides both brokerage and advisory solutions supported by extensive research and analytics.

Suzanne Jones is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2014. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Laurie Edwards is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 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.

John Caverhill is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC in 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Yarinette Flores is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has worked within various divisions of Wells Fargo since 2012, including roles at Wells Fargo Bank Wealth Management and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

George Rooker is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 designations and having 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2000. 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 combines brokerage and advisory solutions with research and analytics grounded in diversification principles and modern portfolio theory.

Chris Beeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2018 before joining Wells Fargo Clearing in 2018. 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 services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michele Casey is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Morgan Stanley Private Bank, National Association from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 offers both non-discretionary and discretionary services, including a 3(38) discretionary option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kelly Waite is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Wells Fargo Home Mortgage, Merrill, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. 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.

Jeffrey Morrow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo in 2022. Outside of his advisory role, he serves on the finance committee for the Galena PTO, supporting activities at Galena High School. 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 range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Monica Simpson is a Series 66-credentialed financial advisor with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and briefly at Citigroup Global Markets in 2008. She serves on the finance committee of the Nevada Women's Fund, a charitable organization. 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 both brokerage and advisory solutions.

Grant Slocumb is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 credentials and bringing 41 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael De La Rosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2017 and joined Wells Fargo Clearing in 2021. Prior to his financial services career, he was employed at Chipotle for three years. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Bekker is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018. Prior to his advisory role, he was employed in the construction machinery and freightliner industries. Outside of his financial advisory work, Bekker operates a professional driving and business management service and works as a driver for ride-sharing companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.

Carol Lewis is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments and Citicorp Investment Services. Outside of her advisory role, she serves as an executor for her father's estate. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Ricardo Alonso is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has had involvement with Amr Properties Ltd for over three decades. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

Theresa Larsen is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has worked with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. Outside of finance, Larsen owns and operates Theresa Larsen Photography, focusing on taking, selling, and editing photos. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Anthon Matkulak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include extensive tenure at Morgan Stanley in various capacities from 2009 to 2025. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Joshua Martin is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes ten years at Wells Fargo Clearing and five years at Wells Fargo Investments, 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 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.