Boise, ID S Capitol Blvd Office

Connor Gosney Knapik is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing, he held positions at Wells Fargo Bank, DoorDash, Domino’s Pizza, and KFC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Rachel Rauma is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Merrill, Valic Financial Advisors, and CaptionCall. Outside of her advisory role, she serves as treasurer for the Eloise M Rauma Foundation, Inc., which supports premature families. 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 approach is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Michael Thrasher is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments and Wamu Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Wendy Serrano is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Wells Fargo Investments and Wells Fargo Clearing since 2007. Outside of her advisory role, she owns and operates a small business that creates and sells crafts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base, including individuals, corporations, and institutions. The firm combines research from Wells Fargo Investment Institute with third-party data and offers both brokerage and advisory solutions.

Garima Dembla is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank, First Command Advisory Services, and 4c Financial Group. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Toby Klabo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 20 years of industry experience. He has been with Wells Fargo Bank since 2005 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Justin Hunter is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo entities since 2011. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Timothy Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley from 2010 to 2012 before joining Wells Fargo Clearing in 2016. Based in Boise, ID, Brown has spent a decade at his current firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions informed by research and analytics from the Wells Fargo Investment Institute.

Ray Ryan is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 registrations and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns a storage unit rental business in Boise. 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 employs a research-driven approach and offers a broad range of brokerage and advisory solutions.

Marshall Cain is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tabetha Spedden is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 designations and having one year of industry experience. Her prior work experience includes roles at Wells Fargo Bank, nA, and Lewiston Clark State College. 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 supported by research and analytics from Wells Fargo Investment Institute.

Evan Moe is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 designations. He has been with Wells Fargo since 2026 and has prior experience in the automotive and juvenile corrections sectors. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Green is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and concurrently with Wells Fargo Bank, NA since 2016. Outside of his advisory role, he is involved in audio and music production as the owner of Beyond Conviction Records LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services grounded in modern portfolio theory. The firm’s advisory process emphasizes tailored investment strategies and includes a broad range of financial products beyond typical institutional offerings.

Jesse Helm is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2011, including over a decade at Wells Fargo Clearing in Boise, ID. 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.

Craig Lang is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Investments, LLC for nine years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, Lang has ownership interests in a convenience store and gas station business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment selections and offers both brokerage and advisory solutions.