Karly Gatchet is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Wells Fargo entities since 2013. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sangeeta Heines is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of her advisory role, she is listed as a partner in Heinessight Enterprises, a multimedia business owned by her husband that publishes books and produces a podcast. 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 process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Scott Cunningham is a financial advisor with Wells Fargo Clearing in University Place, WA, holding Series 63, 65, and 66 designations and 19 years of industry experience. He has worked with Wells Fargo Bank and Wells Fargo Clearing Services since 2020 and previously spent nine years at Key Private 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Shane Walker is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations. He has one year of industry experience, having joined Wells Fargo in 2026. His prior work includes roles at several companies across different sectors, including Excavators Northwest and Higher Self Fitness. 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 sources.

Yi Yu is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2025, Yi Yu worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for nearly a decade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Daniel Mingo is a financial advisor with Wells Fargo Clearing in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he serves as an executor for his mother’s estate. 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 incorporates modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisors.

Trenton Mckendrick is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, nA, as well as various roles outside the financial industry. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Ward Simmonds is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. His career has been primarily with Wells Fargo, including Wells Fargo Bank and Wells Fargo Advisors. Outside of his advisory role, he works as a food delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of individual, corporate, and institutional clients, supported by extensive research and analytics and offering both brokerage and advisory solutions.

Jean Adams is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 32 years of industry experience, including roles at Wells Fargo Advisors LLC, Banc of America Investment Services, Inc., and Seafirst Bank. 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 follows an IPS-driven process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Amanee Ali is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, NA from 2017. 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.

Richard Kang is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he serves as president of the Lakemont Pointe Homeowners Association in Bellevue, 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Raziel Tribbel is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 vehicles and bank deposit sweep options among its investment offerings.

Taylor Mercer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following positions at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 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.

Everistus Etafo is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he spent 13 years at J.P. Morgan Securities and Jpmorgan Chase Bank N.A. He is also involved as an owner and part manager of Bordeaux Properties, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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.

Bryan Spalding is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Seattle, WA, and has 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and briefly at Wells Fargo Advisors, LLC in 2016. 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 and third-party sources.

Richard Aylen is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo entities since 2011. Outside of his advisory role, he manages several rental properties in the Seattle and Mercer Island areas. 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 integrates research from Wells Fargo Investment Institute and third parties, utilizing diversification and modern portfolio theory to evaluate investment options.

Ronald Cuellar Jr. is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing a rental property in Tacoma, WA. 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 investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Aidah Larsen is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at Fidelity Investments, TD Ameritrade, and Morgan Stanley. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a nationwide network of over 14,000 financial advisors.

Rebecca Olson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Mcbride is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2017. Prior to his financial services career, he was involved with Eastridge Church for five 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. Its advisory process 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.