Jeremy Larson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. 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.

Anthony Kiser is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and AeroTek. 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 grounded in modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Bruce Fenn is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at US Tech Solutions Inc and Utah Valley University. 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.

John Hall is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT, and has 23 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 roles, he has been involved with the Salt County Arts Council since 2001. 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 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.

Matthew Iroku is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked within Wells Fargo's affiliated entities since 2021. Outside of his advisory role, he works as a Lyft driver in San Francisco. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options, including specialized services, and advisors use Wells Fargo research and tools to develop tailored recommendations for clients.

Thomas Walk is a financial advisor with LPL Financial in Tooele, Utah, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes roles at Bruce A. Lefavi Annuities, Inc and Bruce A. Lefavi Securities from 2013 to 2017. He is also involved with Mountain America Credit Union through Mountain America Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management options.

Jason Twitchell is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services for 17 years. Outside of his advisory role, he has an ongoing involvement with StarForge Productions, an enterprise he has been associated with since 2020. 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 across a broad range of financial products.

Douglas Mclean is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 18 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Christian Moreno Jimenez is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Principal entities. 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.

Keanon Lee is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Clearing Services and US Tech Solutions Inc. He has also been involved with several other companies and held various positions outside of finance. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement these recommendations.

Jeffrey Willard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors. Outside of his advisory role, he works as a delivery driver for Amazon Flex. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aubree Pendleton is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at Baird, Morgan Stanley, E*Trade Securities, and Discover Financial Services. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Barry Brundage is a financial advisor with Cetera holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior firms include LPL Financial, U.S. Bancorp Investments, and CUNA Mutual Group. He is a 50% owner of Bodyworks Chiropractic. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ronald Ban is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013. Prior to this, he spent five years at Mountain View High School. He has a personal investment interest in Advanced Green Machines of California. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kevin Cihlar is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and previously held positions at RHI General Group, Creative Financial Staffing, Indiana Mills and Manufacturing, and Indiana University-Bloomington. 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.

Parker Hendrickson is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2020. Prior to this, his background includes roles in hospitality and education. 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 incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Johnathan Tarancon is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. His prior work includes roles at Associate Staffing, Walmart, and Weber State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Braden Danise is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Outside of his advisory role, he provides support for people with disabilities and their families through the Utah Division of Services for People with Disabilities. 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, managing approximately $671 billion in assets.

Jeremy Aragon is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Zeryck Russon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments and Randstad. 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 investment options, including insurance-related vehicles and bank deposit sweep programs.