Taylor Cox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 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. His work is based in Shoreline, 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nianfei Shen is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Wells Fargo Clearing, Shen worked at Wells Fargo Bank and has experience in the retail and restaurant sectors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Terrance Zaragoza is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC and an ongoing tenure at Wells Fargo Bank since 2007. 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 management grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when advising clients.

Rocco Cacciatore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Wamsley is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds a Series 66 designation and has four years of industry experience. He has been with Wells Fargo Clearing since 2021 and with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Daniel Moon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 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. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Andrew Podolske 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 in various capacities since 1993, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory work, he holds ownership interests in private real estate investment entities. 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. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Kendal Walls is a financial advisor at Wells Fargo Clearing with one year of industry experience. Walls previously worked at Bank of America, Merrill, and Umpqua Bank. Outside of finance, Walls has been involved with University Tees and A Nanny for You. 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.

Albert Israel is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the boards of Congregation Ezra Bessaroth and WSJHS and is the president of the Beach Cove Condominiums HOA. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Ye Su is a financial advisor at Wells Fargo Clearing with one year of industry experience. Ye holds the Series 66 designation and has prior experience at Merrill Lynch and Bank of America. 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. 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.

Heidi Lockbeam is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2008. Outside of her advisory work, she is a content creator focused on health and fitness on TikTok. 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 offers both brokerage and advisory solutions.

Xiuyuan Li is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. Li has worked at several firms, including LPL Financial LLC, Edward Jones, and Keybank. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Colm Boer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. He has been with Wells Fargo Clearing since 2025 and has a total of 18 years of experience at Wells Fargo Bank, N.A. based in Seattle, WA. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Selina Savage is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Moneytree for 14 years and has been affiliated with Wells Fargo Bank since 2021. 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 broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kayleen Clark is a financial advisor with Wells Fargo Clearing in Seattle, WA. She holds a Series 66 designation and has five years of industry experience. Clark has worked with Wells Fargo Clearing since 2020 and has been with Wells Fargo Bank, N.A. since 2015. 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 and analytics.

Eric Fox is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 designations and has nine years of industry experience. He has been associated with Wells Fargo Bank and its affiliated entities since 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. The firm manages approximately $671 billion in assets and combines research from its own Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Michael Lloyd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 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. Outside of his advisory role, he serves as a trustee for a supplemental benefits trust and holds power of attorney for his mother. 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 follows an IPS-driven advisory process based on modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Anthony Ricco Bojorquez is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at Wells Fargo Bank, NYLIFE Securities, New York Life Insurance, and Fred Meyer. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third parties.

Kalu Aja is a financial advisor with Wells Fargo Clearing based in Seattle, WA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wells Fargo, Aja worked at Becu and Afriswiss Nigeria Ltd and served with the Community Foundation of Snohomish County. Outside of advisory services, Aja is the owner and author of an educational book published through KALUAJA, 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 combines research from internal and external sources to offer diversified investment solutions.

Stephen Gunn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a council member for the Town of Woodway, 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 approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.