Los Angeles, CA Avenue of the Stars Office

Caroline Agamata Mccormick is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. She also serves as a trustee for her parents. 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 process is IPS-driven and includes a broader range of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Tony Harutyunian is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he provides in-home supportive care for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

Abdiel Rivas is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2022. His prior experience includes roles at Robinhood Financial, Charles Schwab & Co., Inc., Wells Fargo, and H&M. 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 sources.

Charles Mckeague is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years with Wells Fargo Advisors, LLC. Outside of his advisory role, he has worked as a part-time Uber driver since 2018. 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 a range of brokerage and advisory solutions supported by research and analytics.

Alexander Mason is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC since 2019. His prior work experience includes positions at Robert Half International, 140 Degrees Inc, Bedford Dining Group LLC, and teaching at Los Angeles Pierce 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, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Sarvenaz Vahabzadeh is a financial advisor at Wells Fargo Clearing with one year of industry experience and holds a Series 66 designation. She has been with Wells Fargo Clearing since 2009. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Edward Tannenbaum is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and bringing 56 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Clearing in 2025. Outside of his advisory role, he owns EMT Stables LLC, a thoroughbred horse management business, and serves as treasurer for the NROTC-USC Division, supporting the development of undergraduates in NROTC programs. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

George Burby is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding CFP® and Series 66 designations and with 22 years of industry experience. He has been with Wells Fargo since 2009, working first at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 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 roughly $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

David Stern is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Prudential. Based in Los Angeles, CA, he joined Wells Fargo Clearing in 2023. 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.

Cathleen Luecke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. 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 approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Robert Zeiger is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses. He has 39 years of industry experience, including a decade at UBS Financial Services prior to joining Wells Fargo in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Michael Gevorkian is a CFP® with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously 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 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.

Laura Dailey is a financial advisor with Wells Fargo Clearing in Los Angeles, CA. She holds a Series 66 designation and has 14 years of industry experience, including prior work at Wells Fargo Advisors, LLC. 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, serving as an ERISA fiduciary and providing a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Anthony San Andres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a FINRA arbitrator. Wells Fargo Clearing provides retirement plan consulting and investment advisory services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment options and acting as an ERISA fiduciary.

Barak Raviv is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2024. He serves on the finance committee of American Friends of Magen David Adom. 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 range of financial products such as insurance-related vehicles and bank deposit sweep options.