Brenzel Guillory is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for seven years each, as well as earlier stints at Wells Fargo Bank. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Brown is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, having previously worked at Wells Fargo Bank NA since 2011. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Dmitry Leykin is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, US Bank, and the Golden Gate Bridge Highway and Transit District. 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.

Juana Trejo Cervantes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2013. Outside of her advisory role, she assists with Essence Landscaping in Ukiah, CA. 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 IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and demographics.

Desiree Bunch is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns two businesses focused on residential solar system design and architecture with her spouse. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Williams is a financial advisor with Wells Fargo Clearing in Novato, CA, holding a Series 66 designation and 20 years of industry experience. His career includes long-term roles at Wells Fargo Bank and Wells Fargo Advisors, with a focus on retirement plan consulting and investment advisory services. 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 broader range of financial product offerings than typical large institutional advisers.

Michael Cowley is a financial advisor with Wells Fargo Clearing in Santa Rosa, California, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Wells Fargo Clearing and affiliated Wells Fargo entities since 2016. Outside of his advisory work, he co-owns a spice and seasoning business and a digital graphic design company. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Vernon Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Catherine Cole is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2022 and previously spent 18 years as a stay-at-home parent. 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 grounded in modern portfolio theory. The firm acts as an ERISA fiduciary and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, in its investment offerings.

Mark Reed is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Soon Chang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. His career includes roles at Wells Fargo Bank, N.A. since 2016 and JP Morgan Chase Bank from 2016 to 2020. 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 with more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Phuong Lam is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. Lam has 10 years of industry experience, including prior roles at JP Morgan Securities, LLC and JP Morgan Chase Bank NA. Outside of advisory work, Lam is involved in managing a rental property jointly owned with a spouse. 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 grounded in modern portfolio theory. The firm’s approach includes an investment policy statement–driven process and a broader range of financial products than typical institutional advisers.

Diego Alvarez is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLife Securities LLC, and New York Life Insurance Agents. Outside of financial services, he has experience in the food industry with roles at El Gallo Taqueria and Woodland Meats. 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, supported by research from Wells Fargo Investment Institute and third-party sources, utilizing diversification principles and modern portfolio theory.

Quintin Shaw is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Victor Treatment Centers. Outside of his advisory role, he serves as an executor for a family estate and has a business interest in real estate management and business development through a family LLC. 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, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Terrence Ness is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2003, including Wells Fargo Bank, N.A., and Wells Fargo Advisors LLC. 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.

Gemma Secoquian Wu is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. 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 with over 14,000 advisors, providing a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Joanne Leach is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions, utilizing a research-driven approach and a mix of discretionary and non-discretionary services for retirement plans.

Oaeza Pathan is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63 and Series 66 designations and five years of industry experience. Pathan has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Alvaro Pulido is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 and modern portfolio theory.

Diana Van Winden is a CFP® professional with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors from 2013 to 2016. Outside of her advisory role, she has an 18% ownership interest in a vineyard and winery lease in Napa, 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.