Newport Beach, CA Newport Center Dr Office

Tahlia Cope is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior work includes five years at Merrill and service in the US Army. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. 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.

Judd Frank is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its predecessor entities since 2010. Outside of his advisory role, he owns a business selling original music and performs as a musician. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jack Deavila is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wheaton College and Occidental College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Scott Delity is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo in various capacities since 2017, including roles at Wells Fargo Bank and Wells Fargo Clearing. Prior to that, he was employed at Charles Schwab and Charles Schwab Bank from 2015 to 2017. 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.

Anne Bui is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, following eight years at UBS Financial Services. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sher Palmer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. Palmer has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Nicki Nie is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 10 years. Outside of her advisory role, she is a California notary and has maintained a real estate salesperson license, currently held in non-working status. 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 investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Rosenberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. He also holds an inactive Certified Public Accountant license in California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 both discretionary and non-discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Timothy Loskill is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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.

Nicholas Barnett is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CNS for nine years before joining Wells Fargo in 2025. 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.

Patrick Sundin is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and affiliated firms since 2009, with additional roles at Northwestern Mutual Investment Management, Brian Rados, and Jessica Aliotti. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Gina Cereda is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as trustee for her sister’s trust. 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 IPS-driven approach incorporates modern portfolio theory and includes insurance-related products and bank deposit sweep options as part of its investment offerings.

Eddy Olandj is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he is a co-owner of CHABA THAI & SPA LLC, where he assists with administration and accounting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. 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.

Carl Kawabe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Kawabe also serves as a durable power of attorney for his mother in matters related to investments. 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 approach 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.

Daniela Murphy is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked for Platinum Wealth Advisors for ten years. 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 approach 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.