Carmel, CA Carmel Rancho Blvd Office

Martin Livingston is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at Citigroup Global Markets for eight years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as a trustee for a family trust. 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 employs more than 14,000 financial advisors.

Cathy Carlone is a financial advisor with Wells Fargo Clearing in Carmel, CA, holding a Series 66 designation and 22 years of industry experience. She has been 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Allison Ryan is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Merrill from 2001 to 2008. Ryan serves as the Investment Committee Chairperson for the Vetrans Transition Center in Marina, CA. 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 Wells Fargo Investment Institute research and modern portfolio theory.

Alexander Newman is a financial advisor with Wells Fargo Clearing in Carmel, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked in construction with Devcon Construction and Murray and Stafford Construction. He also has a background with the University of Denver. 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 based on modern portfolio theory, including unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Herbert Harrison Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 44 years of industry experience. He has been 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, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Kelly Le Ho is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked at Wells Fargo Bank NA since 2014 and has held her current role since 2019. Outside of her advisory work, she serves as a notary public in the state of California. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, with over $671 billion in assets under management and more than 14,000 financial advisors.

Tyler Jaques is a Series 66 licensed financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has 16 years of experience in the industry. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Michael Wallensack is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016. Prior to that, he spent 17 years at Prudential Equity Group, LLC. 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.

Sandra Taitingfong is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and previously worked at Monterey Bay Charter for three years before joining Wells Fargo in 2017. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Leigh Jeter Stanford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. His prior roles include positions at Golden State Wealth Management, LPL Financial, Hilltop Securities, and Charles Schwab. He serves on the board of directors for an animal welfare assistance group in Monterey, CA. 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 process is IPS-driven and includes a discretionary investment option, with a broad product menu that notably incorporates insurance-related vehicles and bank deposit sweep options.

Brian Allen is a financial advisor with Wells Fargo Clearing in Carmel, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at A. G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Jake Merenda is a financial advisor with Wells Fargo Clearing in Carmel, CA. He holds a Series 66 designation and joined the firm in 2026. Prior to his current role, he gained experience in various positions including roles at Oracle NetSuite, Addison Group, and Alacrinet, as well as time spent as a full-time student. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Jeffrey Newman is a financial advisor with Wells Fargo Clearing in Carmel, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Prudential Equity Group, LLC from 1996 to 2003 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides 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 a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Alanna Cuizon Jittayasotorn is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Merrill, UBS Financial Services, and Cream. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Rebecca Tegerdal is a financial advisor with Wells Fargo Clearing who holds the Series 66 designation and has 22 years of industry experience. She worked at UBS Financial Services from 2005 to 2013 before joining Wells Fargo Clearing in 2016. Outside of finance, she has a minority ownership interest in a plumbing business where she handles bookkeeping. 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.