Anchorage, AK W Northern Lights Blvd Office

Ashley Herrick is a financial advisor with Wells Fargo Clearing in Eagle River, AK, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2012 to 2016. Herrick has also been employed by Wells Fargo Bank, N.A. since 2006. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Jaramillo is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding a Series 66 designation and 18 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, N.A. Outside of his advisory role, he serves as secretary for a homeowners association in Anchorage. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 investment menu including insurance-related vehicles and bank deposit sweep options.

Mariah Wigley is a financial advisor at Wells Fargo Clearing, holding a Series 66 designation. She is based in Anchorage, AK, and has recently begun her career in the financial industry. Prior to joining Wells Fargo, her background includes roles outside of finance, such as working for DoorDash and various educational and community organizations. 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 investment decisions.

Spencer Madden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 12 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, Madden is involved in music production through Blueprint Productions and participates as a financial literacy teacher with Junior Achievement in a Day. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Cody Palmer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2024, with prior experience at W.W. Grainger, General Communication Inc., and Domino's. Outside of his advisory role, he is a real estate investor and landlord, managing a duplex in Anchorage, Alaska. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Richard Tilton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 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 serves as treasurer for the Cook Inlet Soccer Club in Anchorage, AK. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Williams is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Bank since 2015. Outside of his advisory role, he works as a rideshare driver in San Francisco. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Erik Thompson is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 licenses and 12 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Olsen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns a small ranch in Alaska that raises sheep, chickens, and other livestock. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Cameron Walker is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 66 and Series 63 registrations and two years of industry experience. Prior to joining Wells Fargo, he was with Fidelity Investments and has worked in diverse roles including at Space Dynamics Laboratory and in education. He also coaches youth baseball, teaching hitting and throwing skills. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Xang Xiong is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at Wells Fargo Bank, Alaska Unemployment Insurance, and Camp Fire Alaska. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Luke Mc Cutcheon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and diverse engagements outside finance, such as work related to The First Church of Christ, Scientist, and data annotation. 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 both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Stanley Hagood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at Key Investment Services and KEY BANK for nine years before joining Wells Fargo Bank, NA and Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking.

Kristina Bibbo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC in 2015-2016. She has also been employed by Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Melissa Marshall is a financial advisor with Wells Fargo Clearing in Anchorage, Alaska, holding Series 63 and Series 65 licenses. She has over seven years of professional experience, including roles at Wells Fargo Bank, Oriental Developers Caribbean Ltd, and Donghua University. Her background also includes a period focused on homemaking. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is based on modern portfolio theory and is tailored to plan objectives, demographics, and risk tolerances, with a notable inclusion of insurance-related investment options alongside traditional products.