Hugo Rocha is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent time at Merrill in 2002-2003. Outside of his advisory role, Rocha serves as president of a homeowners association in Philadelphia. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with modern portfolio theory to support its investment strategies.

Christopher Housel is a CFP®-certified financial advisor with eight years of industry experience. He is currently affiliated with Wells Fargo Clearing and Wells Fargo Bank, NA, where he has worked since 2018. Prior to that, he held positions at Citizens Securities, Inc., Citizens Bank, and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.