Brittney Cicchetti is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2022, following seven years at Bank of America, N.A. 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.

Jeffrey Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He worked at J.P. Morgan Securities for six years before joining Wells Fargo Advisors LLC in 2018. 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 uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions through a large network of financial advisors.

Durron Bell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and has a longer tenure at Wells Fargo Bank NA dating back to 2010. 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 incorporates modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

Joshua Dewitt is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo-related entities since 2010, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as a co-trustee managing a family trust. 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 investment approach 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.

Alexandra Telaro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC from 2016 to 2018 before joining Wells Fargo in 2018. Alexandra serves as the chairperson of the Junior League of Sacramento's endowment fund and is a trustee for the Sacramento County Employees' Retirement System. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Svetlana Maksimovic is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Bank, NA starting in 2014. 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 broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Sulaiman Zamanudin is a CFP® with 12 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and has been associated with Wells Fargo Bank NA since 2004. 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 management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Amy Loring is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has previously worked at Robert W. Baird & Co. for 11 years and D.A. Davidson & Co. for one year before joining Wells Fargo Clearing in 2021. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Heather Djuric is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent four years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Douglas Norton is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2012. Outside of finance, he owns and operates a photography business based in Sacramento, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by an IPS-driven process grounded in modern portfolio theory. The firm serves institutional clients with tailored investment solutions and includes insurance-related vehicles and bank deposit sweep options among its offerings.

Jaime Caraveo Jr. is a financial advisor at Wells Fargo Clearing with four years of industry experience and holds a Series 66 designation. His prior work includes roles at U.S. Bancorp Investments, Bank of America, Merrill, and Wells Fargo Bank. He serves as a volunteer board member for the Rancho Cordova Little League, assisting with volunteer recruitment and business sponsorships. 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 IPS-driven advisory process includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Pravin Kumar is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

James Defilippi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. His practice is based in Lodi, California. 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 advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adriana Valenzuela is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. Valenzuela has been affiliated with Wells Fargo Bank NA since 2009. 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.

John Lee is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2014. Outside of his advisory role, he is a part-time landlord with ownership interests in rental properties in Elk Grove and Stockton, 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, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Jackelyn Khalid is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing 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 that include 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 a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Richard Graue is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with 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 investment services. The firm’s advisory process is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Yuri Kim is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and 17 years of industry experience. Prior to joining Wells Fargo in 2019, Yuri worked at U.S. Bancorp Investments, Inc. and U.S. Bank from 2013 to 2019. 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, employing research and analytics to support its investment approach.

James Mccririe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2015. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Johnson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a power of attorney for a family member and as a trustee for the Johnson Family Trust. 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 includes both discretionary and non-discretionary services, with a notable focus on incorporating insurance-related products alongside traditional investment options.