Rodney King Jr. is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and CliftonLarsonAllen Wealth Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Craig Luchinetti is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 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, N.A. Outside of his advisory role, he has ownership in a rental property business based in Edmonds, Washington. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rahatul Islam is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations. He has experience with JPMorgan Chase Bank NA and J.P. Morgan Securities, along with earlier roles at Amazon.com, Inc. and Best Buy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering 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 discretionary options and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Daniel Golik is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2007, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Albert is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Daniel Walker is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 66 and Series 63 credentials and 21 years of industry experience. His work history includes roles at Fidelity Investments, Silicon Valley Bank Private Bank, and Parcion Private Wealth LLC. 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 other data sources.

Christopher Perrault is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options within its investment menus, distinguishing it from many large institutional advisers.

Chase Endreson is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Wells Fargo Bank, nA, In Aisle Eight LLC, and Costco. Outside of his advisory role, he has been involved with In Aisle Eight LLC since 2017. 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 and third-party data.

Wan Lok Vanessa Cheung is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. prior to joining Wells Fargo. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform of assets and advisors.

Paul Frederick is a financial advisor with Wells Fargo Clearing in Kenmore, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as co-guardian for his son. 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, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Antwan Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Bank of America and Movement Mortgage. Outside of his advisory role, he works as an Uber driver in Bellevue, WA. 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 approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Liam Tonner is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Caliber Home Loans and various Wells Fargo entities dating back to 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Coonrod is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and has been with Wells Fargo Clearing since 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 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.

Tomislav Kuzman is a financial advisor with Wells Fargo Clearing in Anacortes, WA, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, with prior experience at BKCO Mortgage. Outside of his advisory work, he serves as a co-guardian for his son and a co-trustee for a family trust. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Black is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and Merrill. Outside of his advisory work, he is a 50% owner of Sockeye Marine LLC and works as a ski instructor at Ski Masters in Snoqualmie Pass. 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 offers both brokerage and advisory solutions and integrates research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Ryan Bomberry serves as a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aligned with their unique ambitions and family priorities. His services include planning for education funding, retirement lifestyle and healthcare cost coverage, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income management. He also provides access to Bank of America specialists for comprehensive banking, credit, home financing, and small business solutions. Ryan draws upon his background growing up in a hardworking, blue-collar family in a small town in Kansas, bringing dedication and work ethic to his financial advisory career. He emphasizes candid, clear, and consistent communication and takes the time to understand clients' short-, mid-, and long-term goals to create tailored strategies. As a Senior Portfolio Advisor, he manages discretionary custom investment strategies and selects from a range of model portfolios and third-party investment options. His professional designation includes Personal Investment Advisor (PIA). Ryan earned a high school diploma from Dunbar Learning Center and attended Washburn University without degree completion. Outside of work, he enjoys baseball, basketball, boxing, chess, cooking, golfing, photography, swimming, traveling, and spending time with his family.

Sunshine Maroney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo Bank, NA 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.

Michael Harnden is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and 19 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory work, he owns and operates TBD, LLC, a separate business based in Lake Stevens, Washington. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Cecily Mckenna is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2015 and Wells Fargo Clearing since 2023. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Roberta Donley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016, with a total of 24 years at Wells Fargo Bank. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.