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We’re proud to welcome the following Financial Advisors who recently made the move to Wells Fargo Advisors

Our Multi-Channel Business Models: Private Client Group (PCG) | Wealth Brokerage Services (WBS) | Wells Fargo Advisors Financial Network (WFAFN)

2026

Q3 2026
  • James Munoz joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
  • Gregory Richards joined us from LPL Financial, LLC.
  • Nathan Matthews joined us from UBS Financial Services Inc.
  • Daniel Sobarzo joined us from Ameriprise Financial Services, LLC.
  • Paul Phillips joined us from Edward Jones.
  • Scott Pospisil joined us from Cetera Investment Services LLC.
  • Michael Vatter joined us from Ameriprise Financial Services, LLC.
  • Vjollca Gjinolli joined us from Ameriprise Financial Services, LLC.
  • Jacob Wilson joined us from LPL Financial LLC.
  • Robert Riley joined us from LPL Financial LLC.
  • Christen Mitchell joined us from LPL Financial LLC.
  • Michael Darby joined us from LPL Financial LLC.
  • Elijah Brown joined us from J.P. Morgan Securities LLC.
  • Blaize Kaduru joined us from J.P. Morgan Securities LLC.

Q2 2026
  • Diana Contreras joined us from J.P. Morgan Securities LLC.
  • Harry Hewes joined us from Cetera Investment Advisers LLC.
  • Lori Helland joined us from Ameriprise Financial Services, LLC.
  • Phillip Loring joined us from LPL Financial LLC.
  • Saana Liikonen joined us from LPL Financial LLC.
  • Heidi Farrell joined us from LPL Financial LLC.
  • Anthony Cisneros joined us from LPL Financial LLC.
  • Troy Huber joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
  • Jeffery Dishman joined us from Stifel, Nicolaus & Company, Incorporated.
  • Steven Roy joined us from J.P. Morgan Securities LLC.
  • Jason Adamcik joined us from Truist Investment Services, Inc..
  • Troy Spencer joined us from J.P. Morgan Securities LLC.
  • Loretta Chiofolo joined us from Osaic Wealth, Inc..
  • Eric Aldape joined us from J.P. Morgan Securities LLC.
  • William Steele joined us from Ameriprise Financial Services, LLC.
  • Thomas Hughes joined us from Ameriprise Financial Services, LLC.
  • Cynthia Michael joined us from Belpointe Asset Management LLC.
  • Stephen Camilli joined us from Valic Financial Advisors, Inc.
  • Emily Landerholm joined us from Ameriprise Financial Services, LLC.
  • Kyle Appling joined us from Ameriprise Financial Services, LLC.
  • Jason Kariuki joined us from J.P. Morgan Securities LLC.
  • Evan Taylor joined us from UBS Financial Services Inc.
  • Jason Taraszki joined us from UBS Financial Services Inc.
  • Rusti Rogger joined us from UBS Financial Services Inc.
  • Henry Jordan joined us from UBS Financial Services Inc.
  • Alec Jordan joined us from UBS Financial Services Inc.
  • Charles Bledsoe joined us from Raymond James Financial Services, Inc.
  • Jay Arbetter joined us from UBS Financial Services Inc.
  • James Wetton joined us from PNC Investments.
  • Chloe Ott joined us from Morgan Stanley.
  • Brandon Van joined us from Transamerica Retirement Advisors, Inc.
  • Toril Mcguigan joined us from Edward Jones.
  • Jordan Sullivan joined us from Edward Jones.
  • Dawn Lucy joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
  • Josue Bermudez joined us from J.P. Morgan Securities LLC.


Q1 2026

  • Tyler Recknor joined us from Ameriprise Financial Services, LLC.
  • Jose Avelar-Solis joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
  • Eric Raasch joined us from Ameritas Advisory Services, LLC.
  • Christopher Kramer joined us from Ameritas Advisory Services, LLC.
  • Judith Wallace joined us from J.P. Morgan Securities LLC.
  • Alexander Anderson joined us from LPL Financial LLC.
  • Kenneth Webster joined us from UBS Financial Services Inc.
  • Amy Aguilar joined us from J.P. Morgan Securities LLC.
  • Daniel Miller joined us from UBS Financial Services Inc.
  • Peter Knutson joined us from UBS Financial Services Inc.
  • Andrew Knutson joined us from UBS Financial Services Inc.
  • Clayton Knutson joined us from UBS Financial Services Inc.
  • Derek Cherne joined us from UBS Financial Services Inc.
  • Keith Burke joined us from UBS Financial Services Inc.
  • Dean Breitbach joined us from UBS Financial Services Inc.
  • Michelle Bennett joined us from Morgan Stanley.
  • Michael Covell joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
  • Miles Stumb joined us from UBS Financial Services Inc.
  • Jason Schrimsher joined us from UBS Financial Services Inc.
  • David Mann joined us from UBS Financial Services Inc.
  • Paolo Thompson joined us from Raymond James & Associates, Inc.
  • Gary Surian joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
  • Eric Burr joined us from Ameriprise Financial Services, LLC.
  • Richard Waters joined us from J.P. Morgan Securities LLC.
  • Anthony Balderas joined us from J.P. Morgan Securities LLC.
  • Gregory Pass joined us from Edward Jones.
  • Nicholas Larson joined us from UBS Financial Services Inc.
  • Brandon Larson joined us from UBS Financial Services Inc.
  • Todd Hanneman joined us from UBS Financial Services Inc.