Alexandria, VA Duke Street Office

Charles Markson is a financial advisor with Wells Fargo Advisors based in Alexandria, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His career includes 11 years at Raymond James & Associates and nine years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. He is also the owner of CBM Holdings, LLC, where he dedicates significant time. 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 institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Tracy Hoben Shelkin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is licensed with the Series 63 and Series 66 designations. Outside of her advisory work, she serves as a representative payee for a family member. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial aspects and integrates advisory services with other financial product sales and referral channels.

Ryan Bortner is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Outside of his advisory role, he is involved with Potomac Valley Swimming as a finance committee member and serves as a referee and chief judge for regional swim leagues. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and tools to develop tailored recommendations. The firm’s services cover a broad range of planning areas, including retirement, education, risk management, and specialized planning for business owners and other niche needs.

Ryan Sprowls is a CFP® professional with 28 years of industry experience, currently serving with Wells Fargo Advisors since 2025. His prior experience includes nine years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. He has entrepreneurial involvement as a partial owner of an LLC focused on commercial real estate investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services delivered through tailored recommendations based on Wells Fargo research and planning tools.

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® and holds a Series 66 license with 10 years of industry experience. He has worked with Wells Fargo Advisors since 2025 and previously spent nine years at Wells Fargo Clearing. He is based in Alexandria, VA. 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, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

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 licenses and 36 years of industry experience. His career includes prior roles at Morgan Stanley and A. G. Edwards & Sons, Inc. He is currently based in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Alyssa Romanac is a financial advisor at Wells Fargo Advisors in Alexandria, VA, holding a Series 66 credential with four years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and FedEx Ground prior to her current position. 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 including cash-flow, retirement, education, and specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

Christopher Rush is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including multiple roles with Wells Fargo Advisors and Wells Fargo Clearing since 2004. Outside of his advisory work, he owns and operates Capital Area Treasures, a business that locates buyers for liquidated items primarily through online listings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm provides a broad range of financial planning services and investment recommendations supported by Wells Fargo research and tools, with clients able to choose how to implement guidance through various brokerage or advisory programs.

Jonathan Ustun is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he coaches basketball and soccer at Burgundy Farm Country Day School in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial needs.