Alexandria, VA Duke Street Office

Charles Markson is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he is involved in CBM Holdings, LLC, which he owns and manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with comprehensive financial planning and investment services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Tracy Hoben Shelkin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as a representative payee for her sister. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu including retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Ryan Bortner is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding a Series 66 license and 14 years of industry experience. He has been with Wells Fargo entities since 2010, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the finance committee for Potomac Valley Swimming and acts as a referee and chief judge for local swim leagues. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting specific net-worth thresholds, utilizing research, planning tools, and client summary reports to develop and deliver tailored recommendations.

Ryan Sprowls is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with Wells Fargo Advisors and has worked within the Wells Fargo organization since 2009 in various capacities. Outside of his advisory role, he holds ownership interests in several investment-related LLCs, including a commercial real estate investment company and entities connected to his financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations for clients.

Joanne McGrath is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, she worked at Wells Fargo Clearing for three years and has experience in various roles outside the financial industry, including positions at Behr Paint, Beyond the Grind, and Houzz. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Philip Bartilucci is a CFP® credentialed financial advisor at Wells Fargo Advisors with nine years of industry experience. He has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop individualized recommendations delivered through meetings and written summaries.

Anne Buckley is a financial advisor at Wells Fargo Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and AppleOne Employment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Matthew Wiest is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009 and a one-year tenure at Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm employs proprietary research and planning tools to develop tailored recommendations, with services delivered through both meetings and written summaries, and clients retain discretion over implementation.

Alyssa Romanac is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank. Prior to her career in finance, she was employed at FedEx Ground. 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 financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Christopher Rush is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he owns and operates Capital Area Treasures, a business involved in locating buyers for liquidated items. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with a planning menu that includes specialized services such as business-owner transition and special-needs planning.

Jonathan Ustun is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he coaches basketball and soccer at Burgundy Farm Country Day School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using research and planning tools to develop tailored recommendations.