Matthew Seto is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2012 and 2016, respectively. 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 a research-driven approach incorporating diversification principles and modern portfolio theory.

Steven Alonzo is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2020 and previously at JP Morgan Securities LLC from 2013 to 2020. 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 in its investment offerings.

Lowell Diers is a CFP® professional with 28 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at firms including Chase Investment Services Corp., Wamu Investments, and KeyBanc Capital Markets. 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 provides both brokerage and advisory solutions.

Matthew Martinelli is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Edward Jones. Martinelli serves as a trustee of a family trust. 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 provides both brokerage and advisory solutions.

Michael Hatch is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Bank of America and Citibank. Based in Seattle, WA, he joined Wells Fargo Clearing in 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 advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Eric Lord is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He holds Series 63 and Series 65 designations and is based in Seattle, WA. Wells Fargo Advisors is a nationwide 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.