The Anderson, Sanborn, and Peterson Wealth Management Group of Wells Fargo Advisors

Our Team Members' Recognitions, Designations, and Distinctions

Adam Anderson CFP® CPM® Managing Director - Investment Officer, PIM® Portfolio Manager

Forbes Best-In-State Wealth Management Teams¹ – 2023, 2025
Wells Fargo Advisors Platinum Council² – 2011 - 2023
CERTIFIED FINANCIAL PLANNER® professional – Earned in 2011
Senior PIM® Portfolio Manager³

_{¹2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.}

_{See full list of winners: Forbes award page.}

_{²The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.}

_{³The PIM® Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.
The minimum account size for this program is $50,000.}

Jon Sanborn – CPM® Senior Vice President - Investment Officer, PIM® Portfolio Manager

Forbes Best-In-State Wealth Management Teams¹ – 2023-2025
Forbes Top Next-Gen Wealth Advisors²– 2018 and 2019
Wells Fargo Advisors Platinum Council³ – 2018 - 2022
Senior PIM® Portfolio Manager ⁴

¹_{2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.}

_{See full list of winners: Forbes award page.}

_{² 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

_{³The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.}

_{⁴The PIM® Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

Kim Peterson – CFP® CPM® Senior Vice President - Investment Officer, PIM® Portfolio Manager

Forbes Best-In-State Wealth Management Teams¹ – 2023-2025
Wells Fargo Advisors Platinum Council² – 2019 - 2022
CERTIFIED FINANCIAL PLANNER® professional – Earned in 2011
Senior PIM® Portfolio Manager³

_{See full list of winners: Forbes award page.}

_{² The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.}

_{³The PIM® Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

Stacey Sears – Senior Registered Client Associate

Platinum Council Client Associate¹ – 2011 - 2018

¹_{The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.}