Boulder, CO Canyon Blvd Office

Aron Castrejon is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Charles Schwab and the University of Colorado, Denver. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 data.

Aaron Stieb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and is also involved in agricultural operations through A & A Cattle LLC and Stieb Brothers Inc., where he performs hands-on farm and cattle work. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Curtis Johns is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Abigail Moonan is a financial advisor at Wells Fargo Clearing with a Series 66 credential and no prior industry experience. Her background includes roles at Alterra Mountain Company and several other organizations, and she volunteers with the Steamboat Ski Patrol, enforcing mountain and skier safety. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by extensive research and analytics.

Clayton Riddell is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at BancWest Investment Services and Bank of the West. 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 from Wells Fargo Investment Institute and third-party sources.

James Munoz is a financial advisor with Wells Fargo Clearing in Boulder, Colorado. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Wells Fargo, he worked at Bank of America, Merrill, and several other financial firms. 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 combines extensive research from its Wells Fargo Investment Institute with third-party analytics and offers a broad range of brokerage and advisory solutions.

Thomas Sayre is a financial advisor with Wells Fargo Clearing in Boulder, CO. He holds a Series 63 designation and has 44 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Overton is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Eagle Strategies, and multiple positions within Wells Fargo entities. He is a 25.5% owner of Gold Hill Theatres, a local theater complex. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Kasha Mc Collough is a Series 66 credentialed financial advisor with seven years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Charles Schwab, Fidelity Investments, Merrill, and Wells Fargo, N.A. Her most recent position has been with Wells Fargo Clearing since 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vernon Trexler is a CFP® with 49 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a power of attorney for his mother. 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 range of financial products such as insurance-related vehicles and bank deposit sweep options.

Gary Edgar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jill Trupp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment selection within a framework of diversification and modern portfolio theory.

Caitlin Gunther is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and also associated with Wells Fargo Bank since 2016. Outside of her advisory work, she serves as a caregiver through the Department of Veterans Affairs, providing transportation, meal preparation, medication management, and communication with medical teams. 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 combines in-house research and third-party analytics to evaluate investment options, offering a broad range of brokerage and advisory solutions.

Richard Saunders is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC since 2009. 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.

Christopher Dickens is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at PNC Investments LLC and Key Investment Services. 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 combination of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.