Missoula, MT Wyoming St Office

Christopher Sakas is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He has worked previously at JP Morgan Securities and Wells Fargo Clearing. He is based in Missoula, Montana, and holds a Series 66 designation. Outside of his advisory role, he is involved in several financial advisory and wealth management ventures, including ownership interests in multiple related entities and a tax preparation service. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu with specialized services and integrates advisory offerings with other financial products and referral channels.

Camron Humphrey is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. Outside of his advisory role, he owns Humphrey Planning LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a large network of advisors.

Thomas Wozniak is a financial advisor with Wells Fargo Advisors in Missoula, MT, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior work includes 18 years at Merrill and 6 years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning in areas such as retirement, education, and business-owner transition, combining research and planning tools to deliver tailored recommendations.

Teigan Avery is a financial advisor at Wells Fargo Advisors with a Series 66 credential and two years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Avery held various roles including positions at the University of Montana and several golf clubs. Avery serves as a commissioner for the Missoula Housing Authority, participating in policymaking and oversight related to affordable housing in the Missoula area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning across multiple areas using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Johnathan Strong is a CFP® and ChFC® with 11 years of experience in the financial advisory industry. He has worked at Wells Fargo Advisors since 2023 and previously spent six years at Edward Jones and two years at SG Long & Company. Outside of his advisory work, he is involved in local community finance through a finance committee role with Go Run Missoula. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services for business-owner transitions, sports and entertainment, and special-needs planning. The firm combines advisory services with various financial product offerings and referral channels across a large network of advisors.

James Royan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 43 years of industry experience. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as president of the Missoula County Five Valleys Pachyderm Club, where he organizes discussions on current political events and introduces guest speakers. 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, including niche areas such as business-owner transition and special-needs analysis, tailoring recommendations using proprietary research and tools.

Stewart Long IV is a financial advisor at Wells Fargo Advisors in Missoula, MT, with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at North Western Mutual for one year and at Sonatype Inc. for two years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Sarah Fosse is a financial advisor with Wells Fargo Advisors in Missoula, MT, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing. 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 integrates advisory services with other financial product offerings.

Alice Marquardt is a CFP® professional with 16 years of industry experience, currently an advisor at Wells Fargo Advisors since 2022. She previously worked at Wells Fargo Clearing from 2016 to 2022 and Merrill from 2010 to 2013. Marquardt serves on the finance committee and as treasurer for the Providence Montana Health Foundation, a nonprofit healthcare organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides tailored planning across a range of areas using proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs on an optional basis.