Reno, NV Humboldt St Office

Carol Smith is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Wells Fargo entities since 2009. Outside of her advisory role, she serves as a trustee for a family trust and owns a wealth management firm based in Santa Fe, NM. 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 and integrates advisory with other financial products and referral channels.

Gavin Thornburg is a financial advisor at Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after working at Deloitte from 2024 to 2026 and has academic experience at Brigham Young University and the University of Utah. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet specific net-worth thresholds.

Russell Hicks is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He has one year of industry experience, previously working at Patagonia and as a self-employed professional, with two decades spent in full-time education before entering the financial sector. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Allen Schreiber is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a trustee for several family and friend trusts and holds ownership in multiple investment-related entities, including a tax preparation business and a company managing personal watercraft. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Beth Kirkland is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, Kirkland has ownership interests in two local businesses, Blue Hoof Ranch LLC and H&S Electrical Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm provides planning in areas including cash flow, retirement, education, and specialized topics such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop client recommendations.

Lisa Petrie is a CFP® professional at Wells Fargo Advisors with 42 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2012. Outside of her advisory role, she serves on the investment committee of the Parasol Tahoe Community Foundation. 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 and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Mishell Defelice is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She held a position at Morgan Stanley from 2014 to 2022 before joining Wells Fargo Advisors. Outside of her advisory work, she operates Off The Hill Marketing, a marketing blog for small businesses. 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 range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Brock Wilson is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He previously worked at Caerus Investment Advisors, LLC from 2016 to 2020. Wilson holds Series 63, Series 65, and Series 66 licenses. Additionally, he has a 50% ownership interest in Gameplan Capital LLC, a separate business he is involved with on a limited basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Michiko Bernstein is a financial advisor at Wells Fargo Advisors in Reno, NV, holding the Series 66 designation. She has one year of industry experience, with prior roles at Fleming's and Canopy Analytics, as well as involvement in various academic and startup environments. 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 retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Michail Getsov is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, CUSO Financial Services, and Edward Jones, as well as seven years at Bellagio Resort. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations covering diverse planning needs, including niche areas such as business-owner transitions and special-needs analysis.

Tali Faitlin is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tali worked at JB Hunt Transportation Inc and In N Out Burger. 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 and integrates advisory services with other financial product sales and referral channels.

John Szymura is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2014. 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 meeting certain net-worth thresholds, including specialized planning such as business-owner transition and special-needs analysis.

Chris Corona is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2016. Outside of his advisory role, he owns and operates VERITA AZ LLC, a non-investment business based in Scottsdale, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment strategies tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools.

Thomas Hammann is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he has ownership in Jett Hawk, LLC, an investment-related business based in Las Vegas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a comprehensive range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with an emphasis on both discrete planning engagements and optional implementation through various brokerage and advisory programs.

Gregory Morgan is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his primary role, he co-owns a wealth management practice with his spouse and serves as a trustee and co-trustee for several family trusts and retirement plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a broad range of investment and financial planning services, offering tailored recommendations supported by proprietary research and planning tools.