Roseville, CA 1512 Eureka Rd Office

Stephen Taylor I is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BancWest Investment Services for 20 years and LPL Financial for one year. Outside of his advisory work, he has a 50% ownership in a rental property in Cameron Park, California. 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 advisory process is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeremy Maurer is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has an extended tenure at Wells Fargo Bank, N.A. dating back to 2008. 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 the Wells Fargo Investment Institute.

Rachel Eaton is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Bank of America, Merrill, and Morgan Stanley. Her current role at Wells Fargo Clearing began in 2021, with prior tenure at Wells Fargo-related entities totaling over a decade. 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 combines research-driven investment evaluation with a broad platform that includes brokerage and advisory solutions.

Jacob Bless is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. He has been with Wells Fargo Clearing since 2019 and Wells Fargo Bank since 2018. 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 a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Amy Galvan is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and 27 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, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Kenneth Moodie is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including J.P. Morgan Securities, Chase Investment Services Corp., Wamu Investments, Inc., and Ameriprise. 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Alexander Scoledes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 40 years of industry experience. He worked at Morgan Stanley DW Inc. for nine years before joining Wells Fargo in 2016. He also serves as a trustee for trusts established for the benefit of his parents-in-law's grandchildren. 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 provides both brokerage and advisory solutions.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, Door Dash, and Horace Mann Investors. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Graham is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, Waddell & Reed, Inc, and Leumi Investment Services Inc. 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tyler Flanigan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His career includes positions at Wells Fargo Bank since 2013 and Charles Schwab from 2011 to 2013. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Wilson Bean is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at Prudential Equity Group, LLC. Outside of finance, he serves as a mountain host at Sugar Bowl Ski Resort, assisting skiers during the winter season. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to guide investment decisions and provides a mix of discretionary and non-discretionary services for retirement plans.

Alexandar Milovanovich is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior employment includes roles at Wells Fargo Bank, U.S. Bancorp Investments, and U.S. Bank. He serves as treasurer for the California International School Parent Association, where he manages budgeting for family events. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with diversified investment options, offering both brokerage and advisory solutions.

Jennifer Jackson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Bank, N.A. since 1999 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she co-owns an online retail store, Cool Deal, LLC. 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 substantial assets through a large network of advisors and employs research-driven investment strategies while providing a range of brokerage and advisory solutions.

Robert Burton is a CFP® professional with 27 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016, and previously held roles at A. G. Edwards & Sons, Inc. and RBC Capital Markets. Outside of his advisory work, he owns and manages Burco Construction and Burton Properties, both based in Roseville, CA. 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 research and analytics with a range of brokerage and advisory solutions across a large network of financial advisors.

Brian Casey is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves in an advisory capacity for the Don & Rhonda Carano Foundation, a donor-advised fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and a range of financial products including insurance-related vehicles and bank deposit sweep options.