Spokane, WA W Riverside Ave Stes 400 & 500 Office

Heather Shea is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has previously worked at U.S. Bancorp Investments, Inc. and Palouse Capital Management, Inc. 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 extensive research and analytics.

Courtney Altringer is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. Prior to this, she worked at Schweitzer Alpine Racing School for one year. 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.

James Gunn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Morgan Stanley in various capacities from 2010 to 2021. Outside of his advisory role, he serves as secretary and treasurer for a homeowners association in Idaho. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brice Logan is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. He previously worked at UBS Financial Services for one year before joining Wells Fargo in 2016. Outside of his advisory role, he owns Evergreen Reptiles, a seasonal pet photography and harmless reptiles business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a combination of research-driven investment strategies and offers both brokerage and advisory solutions across a broad client base.

Terry Oleary is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following seven years at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Paul Dehmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A.G. Edwards & Sons, Inc. and B. Riley Wealth Advisors, Inc. Outside of his advisory work, he serves as a trustee for family members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party data.

Anthony Maddelina is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank, National Association from 2014 to 2019. 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 services guided by investment policy statements and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, serving large institutional clients with tailored advisory solutions.

Drew Glantz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo entities since 2014, including a decade at Wells Fargo Clearing in Spokane, WA. 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 supported by extensive research and analytics.

Jeff Peterson is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Robert Baird & Co. and McAdams Wright Ragen, Inc. Peterson has an ownership interest in Peterson Family LLC, which holds a family cabin. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Robert Simpson is a CFP® professional with 29 years of industry experience, currently advising at Wells Fargo Clearing since 2016. His prior experience includes roles at UBS Financial Services and Piper Sandler & Co. He serves on the finance committee of the HUB Sports Center in Liberty Lake, WA, supporting the youth sports facility. 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.

Scott Bowman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Wells Fargo in 2017, he worked at UBS Financial Services for 15 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Nickle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Morgan Stanley Dw Inc. from 2003 to 2005. 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.

Jenifer Gunn is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 11 years before joining Wells Fargo in 2021. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jonathan Merck is a CFP® professional with 17 years of industry experience, currently serving with Wells Fargo Clearing since 2016. He previously worked at Morgan Stanley from 2009 to 2013. Outside of his advisory role, he holds ownership interests in investment-related entities, including Merck Holdings LLC and Hoohee Enterprises, 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 approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Erica Storey is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 66 licenses and has four years of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Oakland Companies, LLC, and Western Governors University. Outside of her advisory work, she has involvement with a rental property business. 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.