Kevin Vanhaaster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 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, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, leveraging extensive research and analytics to support its investment approach.

Cindy Tang is a financial advisor with Wells Fargo Clearing in Seal Beach, CA, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo bank since 2000 and 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.

Brian Rossney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he serves as co-trustee of his mother's trust. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment strategies and offers both brokerage and advisory solutions.

Brian Beggs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His prior roles include positions at US Tech Solutions, Prudential Insurance Company of America, and The Schulten Group of Wells Fargo Advisors. 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 utilizes research from Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

Donavan Mayes is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Wells Fargo in 2017. Outside of his advisory role, he serves as co-trustee for his grandmother’s trust. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Jeremy Blum is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 26 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Seal Beach, 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. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from internal and external sources while offering a range of financial products through affiliated bank and insurance entities.

Matthew Gorham is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for seven years before joining Wells Fargo in 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 supported by research from the Wells Fargo Investment Institute.

Oliver Cervantes is a CFP® professional with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 12 years at UBS Financial Services. 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.

Austin Kennedy is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of his advisory role, he is the author of a fictional adventure book titled *The Wendals*. 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.

Sandy Hernandez is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2017. Prior to that, she worked at Merrill from 2014 to 2017. Outside of her advisory role, she is employed as an operations associate in retail at Crate & Barrel in Seal Beach, 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 investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Annie Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she coordinates projects and writes a column for a web-based automotive magazine. 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 a range of brokerage and advisory solutions.

Mario Picarelli is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2016, previously working at A. G. Edwards & Sons, Inc. from 2004 to 2008. He serves on the finance committee of St. Joseph Catholic School in Long Beach, CA. 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 employs a large network of advisors and utilizes research and analytics to support diversified investment strategies.

Marco Cisneros is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Merrill, Banc of America Investment Services, Inc., and Citicorp Investment Services. He is based in Seal Beach, CA. 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 supported by research from Wells Fargo Investment Institute.

James Swanson is a Series 66-licensed financial advisor with Wells Fargo Clearing who has 28 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Merrill from 1998 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors.

Stephen Blanchard is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and UBS Financial Services. He is based in Seal Beach, 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Travis Jon Barr is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Wells Fargo Clearing. Outside of his advisory work, he writes an auto car show blog and is involved in private volleyball coaching and sports training. 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 research-driven investment evaluation with a broad range of brokerage and advisory solutions.

Johnna Iantorno is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Morgan Stanley, and Commonwealth Financial Network. Outside of her advisory role, she is the sole member of Beth Bandit Books LLC, a publishing company that produces books unrelated to financial services. 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 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 products and bank deposit sweep options.

Benjamin Goldberg is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the board of the Long Beach Century Club supporting athletics, participates on the Broadmoor Homeowners Association Board of Directors, and is a committee member for the City of Huntington Beach evaluating local infrastructure. 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 advisory process incorporates modern portfolio theory and includes insurance-related investment options alongside traditional vehicles.

William Blum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Ameriprise Financial, and spent four years at San Diego State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brian Richmond is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank and RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a broad range of investment vehicles including insurance-related products and bank deposit sweep options.

Tina Harmier is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 designations. She has 28 years of industry experience and 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.

Hailey Swanson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has held positions at Wells Fargo Advisors via US Tech Solutions, WFBM, LLP, and the Automobile Club of Southern California. 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Arnold Garcia is a financial advisor with Wells Fargo Clearing in Seal Beach, CA, holding a Series 66 designation and 23 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Dye is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He worked at UBS Financial Services for 15 years before joining Wells Fargo 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 manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Andrew Jackson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He previously worked at Nuveen Asset Management, LLC, Nuveen Securities, LLC, and Transamerica Capital Inc. He holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rhonda Finby is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Wells Fargo in 2016. Outside of her advisory work, she is involved in distributing health and wellness products, including independent distributor roles with Life Wave and Bemer 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 supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Megan Rodriguez is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she serves as treasurer for the Marine View Middle School Parent Teacher Student Association in Huntington Beach, CA, and is a notary public in Orange County, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of clients including individuals, corporations, and institutions. The firm offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Anita Dougherty is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she serves as a trustee for her parents' trust in Long Beach, CA. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Finby II is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2024. Outside of his advisory role, he has been involved with Us Tech Solutions since 2021 and previously with Infinite Water Polo Club. 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 grounded in modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Shari Knox is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has previously worked at UBS Financial Services from 2007 to 2009 and 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jose Moreno is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 27 years of industry experience. He worked at UBS Financial Services for 15 years before joining Wells Fargo 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dennis Kotoff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 2000 to 2003. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Karina Carpio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Jonathan Kimmes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Morgan Stanley DW Inc. from 2003 to 2004. Outside of his advisory role, he serves as a board member of the Peninsula Home Owners Association and has made guest appearances on a home improvement television show. 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 offers a broad range of brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Behdod Vaghefi is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill from 2011 to 2015. Outside of his advisory role, he acts as a power of attorney to assist friends with financial matters in the event they become incapacitated. Wells Fargo Advisors provides a broad range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research from the Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Kelsey Chicots is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets. Her background also includes roles at Iwalk Free Inc and Boathouse on the Bay. 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 approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Julie Ngo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for a combined total of eight 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 offers both brokerage and advisory solutions.

Richard Jackson is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Jackson is a board member of the City of Huntington Beach Investment Advisory Board, providing advisory services to the city council. 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 approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to support a range of brokerage and advisory solutions.

Estefania Ruiz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine 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 through a network of over 14,000 advisors and provides a range of brokerage and advisory solutions.

Rosario Cabrera is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo in 2016, Rosario worked at Merrill from 2009 to 2015 and Banc of America Investment Services, Inc. from 2007 to 2009. 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 Liphardt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo in 2016. 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.