El Segundo, CA Rosecrans Ave Office

Nathaniel Velasco is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Alberto Suarez is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he owns and operates a personal security services business. 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 incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Laura Arrevillaga is a financial advisor with Wells Fargo Clearing in Whittier, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2004. 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.

Kimberly Jones is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at Astravia Family Wealth Office LLC, Wells Fargo Bank, and a long tenure at HomeMaker. 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 over 14,000 advisors, using research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Jeffrey Park is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds a Series 63 license and is based in Long Beach, CA. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Carissa Main is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for a combined ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and plan benchmarking services. The firm’s approach is IPS-driven, grounded in modern portfolio theory, and includes discretionary options and a broader set of financial product offerings than typical for large institutional advisers.

Kristiane Sweeney is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to performance reporting and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Daniel Hwang is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing, where he has been since 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.

Sean Gauss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Merrill. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

David Kakuda is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eddie Wada is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2012 to 2016. 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 delivers both brokerage and advisory solutions supported by research and analytics.

Jesse Hinojosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and concurrently affiliated with Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services tailored to plan objectives, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Dimitri Glavas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He previously worked at JP Morgan Securities LLC for seven years before joining Wells Fargo in 2021. Outside of his advisory role, he is involved in film production as a business owner. 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 advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Michael Soriano is a financial advisor with Wells Fargo Clearing in Torrance, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he assists with managing a rental property jointly owned with his spouse. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Darin Miller II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors 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 services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.