Walnut Creek, CA 2001 N Main St Office

Annalisa Chan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Her career includes roles at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. She is based in Walnut Creek, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors.

Kathryn Romanczuk is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She previously worked at Wells Fargo Investments, LLC for 10 years before joining Wells Fargo Clearing in 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. 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 data.

Kyle Ashcraft is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and four years of industry experience. His career includes multiple terms at Wells Fargo Clearing and Edward Jones. 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 with over 14,000 financial advisors.

Winnie Truong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She previously worked at RBC Capital Markets and UBS Financial Services. Truong also serves as a power of attorney for her parents, managing their investment-related affairs. 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 uses research and analytics to guide investment decisions, serving over 14,000 advisors and managing approximately $671 billion in assets.

Nancy Aldritt is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2010. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joshua Haney is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including multiple roles at Wells Fargo affiliates since 2009 and a position at Bancwest Investment Services in 2011-2012. Outside of his advisory work, he serves as Treasurer for the Campolindo Homeowners Association, overseeing financial accounts and budgeting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Theresa Currier is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo in 2023, she worked for Nationwide Investment Services Corporation from 2011 to 2023. Wells Fargo Advisors is a national securities firm that serves 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 offers both brokerage and advisory solutions.

Duncan Hong is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at MSI Financial Services, Inc. and Waddell & Reed. Outside of his advisory role, Hong serves as a vote-by-mail extractor for the Contra Costa County Election Office and is a notary public. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Muhammad Afzal is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities LLC. 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.

Stephen Macdonald is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior roles at Nuveen Securities, LLC and TIAA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Benjamin Hearnsberger is a CFP® professional with 19 years of industry experience. He is currently with Wells Fargo Clearing and has held positions at Bank of America, Merrill, and Destinational Wealth Management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Gregory Mccormac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Bank since 1997 and joined Wells Fargo Clearing in 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from the Wells Fargo Investment Institute and other sources to guide investment selection.

Marcos Palma Garcia is a financial advisor with Wells Fargo Clearing based in Walnut Creek, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Edward Jones, Northwestern Mutual, and New York Life. Outside of finance, he is the owner of Palma Gardening LLC, a landscaping 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Adam Walker is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at JPMorgan Securities LLC for ten years and is a 50% owner of HuBro LLC, a family property management business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Basil Barouki is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2020 and previously spent seven years with Bank of America and Merrill. Outside of his advisory role, he has involvement in a community fitness app business, LFG FITNESS, LLC, and owns Spice Rags 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 employs over 14,000 advisors, providing a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.