Michael Dare is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 66 registrations and having 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a youth rugby union referee in Southern California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Cara Smith is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a network of over 14,000 advisors.

Vincent Villa is a CFA® charterholder affiliated with Wells Fargo Clearing and has 17 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining Wells Fargo in 2023. Outside of his advisory role, he serves as a trustee for a family trust. 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 uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

James Kaing is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at HSBC Bank USA, N.A. from 2015 to 2020 before joining Wells Fargo Clearing in 2020. Outside of his advisory role, Kaing owns and operates a business focused on sports and hobby trading collectible cards. 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 includes a broader set of financial product offerings than many peers, including insurance-related vehicles and bank deposit sweep options.

Ryan Tominaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank and JPMorgan Securities LLC before joining Wells Fargo in 2018. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dennis Crispin is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding a Series 63 designation and 39 years of industry experience. He previously worked at Prudential Equity Group, LLC, from 1998 to 2003. He serves as a trustee for a family trust in Thousand Oaks, CA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Deji Spencer Walters is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He is also the owner of Reunites International Corporation, which has been involved in exporting essential goods to countries in Africa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kay Bowers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Wells Fargo Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Wamu Investments, Inc., Citigroup Global Markets, and Wells Fargo Investments, LLC. She is based in Westlake Village, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Todd Barnes is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include four years at Cetera Investment Services LLC and one year at Wells Fargo Investments, LLC. Barnes is also involved with the Harvard Business School Alumni Association as secretary. 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 combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ryan Maley is a CFP® professional with 21 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Merrill, Unionbanc Investment Services, and MUFG Union Bank. Maley serves as an active board member of Food Share of Ventura County, a local food bank. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Michener is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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 sources.

Steven Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes nine years at D.A. Davidson & Co. 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.

Katherine Toth is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2011. Outside of her advisory role, she owns and operates Emotional Support Turtles, a business that creates and sells crocheted crafts online. 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 products and bank deposit sweep options among its investment offerings.

Mahyar Mohammadzadeh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Bankers Life entities. Outside of his advisory duties, he is involved in health insurance trials with Blue Shield of California. 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 third-party sources.

Arifa Forbes is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2004. 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.

Brian Austria is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Bank, N.A. dating back to 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Christopher Inglehart is a financial advisor at Wells Fargo Clearing with five years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and served the City of Oxnard for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Hofmann 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. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Nava Spivak is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously held roles at U.S. Bancorp Investments, Cetera Investment Services, and Wamu Investments. 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 uses research and analytics to support portfolio construction and offers both brokerage and advisory solutions.

Mark Vandeburgt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Investments, Wamu Investments, and Citigroup Global Markets. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.