Joshua Hagberg is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. He has worked at several firms and educational institutions, including Park Avenue Securities, Guardian Life Insurance Company, and Utah State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Jason Matthews is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

Robert Eddington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 28 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 NA. Outside of his advisory role, he co-owns and assists with bookkeeping for assisted living centers in Nephi, Utah. 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 IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Andrew Cole is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2018. Outside of his advisory role, Cole is involved in creative ventures including authoring science fiction novels, video production, and merchandise design through his ownership of ZaberWolf Studios and related entities. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Redding is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he was self-employed and served five years with the Davis County Sheriff's Office. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joshua Petersen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 25 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 is a passive co-owner of a farming business in Brigham, Utah. 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 includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rebekah Kemp is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds a Series 63 designation and has three years of industry experience. Prior to her current role, she spent eight years at Max Muscle Davis County. 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.

Suzanne Eyre is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Megan Maughan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, with additional experience at Randstad. 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 databases.

Alejandro Cantu Eatmon is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 designation and has worked at several firms, including Fidelity Investments, E*Trade Securities, and Morgan Stanley. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Jeffrey Hurst is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2011. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified 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 broader range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Megan Hewett is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Amazon Com Services, Marriott International, and other firms. 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 broader range of financial product options than typical large institutional advisers.

John Weidner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. He is based in Salt Lake City, UT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Moises Henriquez is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and JP Morgan Chase Bank, as well as positions outside of finance such as at Richmond Yacht Club 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Cary Daly is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Biofire Diagnostics and RHI General Group. 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 combines large-scale operations with a research-driven approach, offering both brokerage and advisory solutions.

Maria Garner is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Based in Salt Lake City, UT, she works within a large institutional setting. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

John Ryl Kuchar 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, including prior work at Morgan Stanley. 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.

Wesley Michaelson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for two years. Outside of his advisory role, he distributes dietary supplements for Youngevity on a part-time basis. 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 combines research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Bruce Chapman is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. His career includes 11 years at E*TRADE Securities before joining Wells Fargo Bank and Wells Fargo Clearing Services in 2017. 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 a broader set of financial product offerings than typical for large institutional advisers.

Thy Yan is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 12 years of industry experience. Yan has worked at Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisor LLC from 2014 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, applying research and analytics based on diversification principles and modern portfolio theory.