Sallyeann Brallier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 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 advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Soheil Zamanianpour is a Series 66-licensed financial advisor at Wells Fargo Clearing with seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2004. 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 and includes both discretionary and non-discretionary options, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gonzalo Ochoa is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo in various capacities since 2001. His tenure includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kyle Tomik is a CFP® professional with 11 years of industry experience, currently affiliated with Wells Fargo Clearing. He has worked at Wells Fargo Advisors, LLC 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 provides both brokerage and advisory solutions.

William Sa is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and CITIGROUP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Newara Fatima is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and with Wells Fargo Bank NA since 2015. 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 with more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Jordon Williams is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Santa Rosa, CA, and has six years of industry experience. He has worked at Wells Fargo Bank since 2016 and Wells Fargo Clearing since 2019. 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.

Julio Delgado Perez is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at 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 advisory services. The firm’s 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.

Jeffrey Ngo is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at JPMorgan Securities LLC and Bank of America. Outside of finance, he owns and operates a photo booth business. 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.

Shehzad Bhatti is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA. He holds Series 63 and Series 66 designations and has nine years of industry experience, having worked with Wells Fargo since 2015. 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.

Mohammad Isnain is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing Services LLC since 2018, also maintaining a role with Wells Fargo Bank NA 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 investment advisory services grounded in modern portfolio theory. The firm’s approach includes an explicit focus on insurance-related investment vehicles and bank deposit sweep options, serving institutional clients with tailored solutions.

Khoi Vu is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Edward Jones, JP Morgan Chase Bank, and JCrew. Outside of his advisory role, he serves as a youth pastor at Lighthouse Christian Church Sonoma. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related investment options and bank deposit sweep programs.

Ryan Lotspeich is a financial advisor with Wells Fargo Clearing in Petaluma, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Bank and its related entities since 2011. Outside of his advisory role, he is a co-owner and silent partner of LUMA HOME EDIT, a home decor consulting business. 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 incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Buckley is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2007. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Edwin Ascencio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial, Bank of America, Citibank, and JPMorgan Chase Bank, among others. 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 IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jason Meinerding is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and Charles Schwab. Wells Fargo Clearing specializes in retirement plan consulting for 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, providing tailored investment solutions and acting as an ERISA fiduciary.

Sherif Abdel Hamid is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Advisory Cloud, and Bank of West. 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 research from Wells Fargo Investment Institute and third-party databases.

John Ringgenberg is a CFP® and ChFC® with 33 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2020. Prior to that, he was employed at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association from 2012 to 2020. 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 approach 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.

Shaan Raja is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for seven years. 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.

Michael Galletti is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Bank, NA since 2011. His current role at Wells Fargo Clearing began in 2021. 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, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.