Skip to main content

We’re proud to welcome the following financial advisors

Q1/2026

  • Brian Meadows joined us from U.S. Bancorp Investments, Inc. on January 5, 2026.
  • Robert Gewecke joined us from LPL Financial LLC on January 9, 2026.
  • Mark Hales joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on January 14, 2026
  • Louis Berlin joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on January 14, 2026
  • Timothy Taraba joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on January 14, 2026
  • Majdi Khatib joined us from Edward Jones on January 20, 2026
  • Andrew Shaw joined us from Edward Jones on January 22, 2026
  • Bryan Peterson joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on January 28, 2026
  • Veronica Yapp joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on January 28, 2026
  • Rick Avelar joined us from Fidelity Brokerage Services LLC on February 2, 2026
  • Calvin Shiu joined us from Uvest Financial Services Group, Inc. on February 2, 2026
  • Daniel Suh joined us from Raymond James & Associates, Inc. on February 4, 2026
  • John Kennelly joined us from J.P. Morgan Securities LLC on February 13, 2026
  • Rem Sarris joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on February 24, 2026
  • Jacob Barone joined us from Charles Schwab & Co., Inc on February 27, 2026
  • Henry Van joined us from J.P. Morgan Securities LLC on March 5, 2026
  • Nattalie Villarreal joined us from J.P. Morgan Securities LLC on March 5, 2026
  • Xiuyuan Li joined us from LPL Financial LLC on March 16, 2026
  • Jesse Lindauer joined us from J.P. Morgan Securities LLC on March 16, 2026
  • Haidy Eskander joined us from Foundations Investment Advisors LLC on March 24, 2026
  • Andrew Alfonso joined us from J.P. Morgan Securities LLC on March 26, 2026

Wells Fargo is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.