Salt Lake City, UT W Amelia Earhart Dr Office

Kelly Parkinson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has 10 years of industry experience, including one year at E*Trade Securities and nine years at Wells Fargo Clearing. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aidan Mccarthy is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Resource International Inc. Outside of finance, he has experience working at Diamond Peak Ski Resort. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

Harrison Holmes is a financial advisor at Wells Fargo Clearing based in Salt Lake City, UT, holding a Series 63 designation with one year of industry experience. Prior to his advisory role, he has worked as a Clinical Laboratory Assistant at Primary Children's Hospital since 2023, where he cultures microbes from patient samples and maintains lab equipment. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Nathan York is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and five years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC, Us Tech Solutions, Ski Butlers, Promontory, Vail, and Regency Theaters. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samuel Stover is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and one year of industry experience. His background includes roles at DiSys and Swift Filters, as well as four years at the University of Utah. Outside of his advisory work, he has been involved with the Pepper Pike Club for eight years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a combination of brokerage and advisory solutions, leveraging research and analytics to provide investment advisory services, financial planning, and retirement plan consulting.

Mary Lynn Allred is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gleb Belyy is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work experience includes roles at Rutgers Business School and companies such as Amazon and Uber. Wells Fargo Advisors is a national securities firm that provides 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 and offers both brokerage and advisory solutions.

Cynthia Mchenry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Wells Fargo Bank since 2003 and 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach 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.

Michael Olsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2016. Outside of his advisory role, he owns and operates a business specializing in outdoor residential irrigation repair and maintenance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets.

Peter Donnellon is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. His career includes multiple roles within Wells Fargo and Fidelity Investments. 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.

Jacob Zander is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has three years of industry experience. His prior experience includes roles at Fidelity Investments and the State of Utah. 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.

Curtis Hancock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he owns and operates Scrubs Plus Inc., a non-investment-related business. 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 tailored to plan objectives and risk tolerances. The firm’s approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

James Case Martinez is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 license and one year of industry experience. His prior work history includes roles at Express Employment Professionals, Sherwin-Williams, and Discover Student Loans. Outside of his advisory role, he has been involved with Doordash for several years. 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 from its Wells Fargo Investment Institute with third-party analytics to support a range of brokerage and advisory solutions.

Spencer Cox is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, DiSys, Dexian, and ENT Specialists. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Adam Duncan is a financial advisor at Wells Fargo Clearing with 5 years of industry experience. He holds a Series 66 designation and previously worked at firms including SoFi Wealth, Fidelity Brokerage Services, and Discover. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers an IPS-driven advisory process grounded in modern portfolio theory, acting as an ERISA fiduciary and providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.