David Larkin is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 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. Outside of his advisory role, he is a 25% owner of Larkin Property Holdings, LLC, a commercial real estate business. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Katlynn Ford is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing since 2019 and previously worked in various roles including positions at Wells Fargo Bank, NA. Outside of her advisory work, she serves as a guardian for her father. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment strategies.

James Savell is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, with prior roles at Wells Fargo Bank, Target, and Seattle Pacific University. 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 broader set of financial product offerings than is typical for large institutional advisers.

Nikolay Vinogradov is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds a Series 66 designation and has over 20 years of experience with Wells Fargo Bank, and has been with Wells Fargo Clearing Services since 2026. 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.

Cynthia Lowenstein is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, JPMorgan Chase Bank, and The Retirement Solution Inc. in addition to her current roles at Wells Fargo. 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.

Lidija Jeric Hartman is a financial advisor at Wells Fargo Clearing in Seattle, WA. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank since 2008. Her experience in the industry spans over 18 years. 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 operates at large scale with more than 14,000 financial advisors and roughly $671 billion in assets under management, offering both brokerage and advisory solutions.

Colin Evans is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Clearing Services, LLC - Randstad and Silver Bay Seafoods. 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.

Jeremy Russell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at notable firms including JPMorgan Securities, Ameriprise, Bank of America, and Merrill Lynch. In addition to his advisory role, he is a partner and owner of Seattle S&C LLC, a health and fitness business. 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 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 broad product menu that includes insurance-related vehicles and bank deposit sweep options.

Quillow Blackwell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses. He has three years of industry experience and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Keroles Azer is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Wells Fargo, JPMorgan Chase, and Bank of America, and maintains an independent video production and content creation business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Isaac Lleras is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JP Morgan Securities and Ameriprise Financial Services. 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.

Brian Doughty is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He is based in Kirkland, WA. 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 broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Micah Thompson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 supported by research and analytics from Wells Fargo Investment Institute.

Andrew Mischke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Wells Fargo Bank, Bank of America, and Merrill. Outside of finance, he is involved with the Eastside Huskies Baseball Club. 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 services based on an IPS-driven process grounded in modern portfolio theory.

Matthew Ogurkow is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years with Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary advisory services. The firm’s 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.

Kenneth English is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Trojan Storage, Chilled Tech LLC, and LRH Services. 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 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.

Ross Miller is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he serves on the board of trustees for Woodinville Montessori School and co-owns a specialty dentistry practice with his spouse. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, offering solutions supported by extensive research and a broad range of financial products.

Tenzing Tsognyi is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with an emphasis on tailored services and inclusion of insurance-related investment options.

Evan Crump is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank NA. 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 based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.