Walnut Creek, CA 1880 Tice Valley Blvd Office

Ellen Neumark is a CFP® professional with 42 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at A. G. Edwards & Sons, Inc. for 11 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 provides both brokerage and advisory solutions supported by research and analytics.

Darrell Pitts is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 47 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Prudential Equity Group, LLC. 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.

Igor Kipnis is a CFP® with 20 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm applies research and analytics to support its investment approach, providing both brokerage and advisory solutions across a broad range of financial products.

Jeffrey Quintero is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding the Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2007 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 combines brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Richard Russell is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes 11 years at A. G. Edwards & Sons, Inc. He also serves as co-trustee of his mother's trust, an investment-related role. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Kenneth Chan is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes six years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

Karen Mcleland is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. Her prior roles include three years at A. G. Edwards & Sons, Inc. She is also a certified aerobic instructor and owns a Jazzercise franchise in Dublin, 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Adam Love Jr. is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. His prior experience includes a three-year tenure at Prudential Equity Group, LLC. 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.

Richard Bonavito is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His career includes 11 years at A. G. Edwards & Sons, Inc., prior to joining Wells Fargo 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Rodolfo Duran Chavez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior work includes positions at A. G. Edwards & Sons, Inc. and MSI Financial Services, Inc. Outside of his advisory role, he owns and manages rental properties in Concord, California, and Lima, Peru. 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 proprietary research and third-party analytics to guide investment selections and offers a broad range of brokerage and advisory solutions.

Mitchell Lum is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2021. His prior experience includes roles at Enfusion and time spent at the University of Illinois at Urbana-Champaign. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Morgan III is a CFP® professional with 24 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked for 10 years, and previously spent six years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in managing a rental property jointly owned with his spouse. 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 through more than 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by research and analytics.

John Rohan is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 11 years at A. G. Edwards & Sons, 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 a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Gail Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked for the San Ramon Valley Unified School District for two 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 supported by research from the Wells Fargo Investment Institute and third-party sources.