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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)

Q1 2026

  • Brandon Larson joined us from UBS Financial Services Inc.
  • Karen Larson joined us from UBS Financial Services Inc.
  • Todd Hanneman joined us from UBS Financial Services Inc.
  • Morgan Vondrachek joined us from UBS Financial Services Inc.
  • Nicholas Larson joined us from UBS Financial Services Inc.
  • Gregory Pass joined us from Edward Jones.
  • Richard Waters joined us from J.P. Morgan Securities LLC.
  • Anthony Balderas joined us from J.P. Morgan Securities LLC.
  • Eric Burr joined us from Ameriprise Financial Services, LLC.
  • Tammy Hays joined us from IAG Non-Registered Support.
  • Gary Surian joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
  • Jason Schrimsher joined us from UBS Financial Services Inc.
  • David Mann joined us from UBS Financial Services Inc.
  • Miles Stumb joined us from UBS Financial Services Inc.
  • Michael Covell joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
  • Michelle Bennett joined us from Morgan Stanley.
  • Derek Cherne 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.
  • Daniel Miller joined us from UBS Financial Services Inc.
  • Dean Breitbach joined us from UBS Financial Services Inc.
  • Keith Burke joined us from UBS Financial Services Inc.
  • Amy Aquilar joined us from J.P. Morgan Securities LLC
  • Kenneth Webster joined us from UBS Financial Services Inc.