Bernard Budd is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC and a long-standing association with Wachovia Bank, N.A. since 1999. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Stanley Alpert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Alpert serves on investment committees for the Milburn-Short Hills Volunteer First Aid Squad and Temple Sharey Tefilo-Israel. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Hill is a CFA® charterholder with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC for one year. He serves on the advisory board for the Barry University Student Managed Investment Fund in Miami Shores, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.