Scottsdale, AZ Office

John Schutz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 1995. He serves as a power of attorney for both his parents in Minneapolis, MN. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Linda Netjes is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with Wells Fargo entities since 2004, including Wells Fargo Investments, LLC, and currently serves as co-trustee for her spouse’s trust. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jonathan Melde is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Investments and Wells Fargo Clearing since 2007. 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.

Brett T. Williams is a Certified Financial Planner® with 32 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services Inc. for 16 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 services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

John Graham is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a prior role at Morgan Stanley in 2011. Outside of his advisory work, Graham is a part-owner of a family business, Sky Ranch Lodge, and serves as treasurer for the Cooper Cliffs Improvement Association. 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.

Bruce Theuerkauf is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors provides 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.

Tama Borriello is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, including eight years at Citigroup Global Markets prior to joining Wells Fargo in 2016. Borriello is also the author of the book *And the Money Will Follow: 29 Ways in 29 Days to Change Your Finances Forever.* 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.

Katy Uzpen is a CFP® and holds a Series 66 license, currently affiliated with Wells Fargo Clearing. She has 15 years of industry experience, including prior roles at Merrill and RBC Capital Markets. She is based in Scottsdale, AZ. Outside of her advisory work, she acts as power of attorney for her father. 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 in-house research and third-party analytics to evaluate investment options, while also offering a range of financial products through its bank and insurance affiliates.

David Haas is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo since 2016, following a prior role at Ameriprise. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.