Louis Berlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked at Bank of America and Merrill for a decade each. Outside of his advisory role, he is the owner of a general partnership involved in the purchase of a condominium in Nevada. 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 includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

David Altshuler is a financial advisor with Wells Fargo Clearing in Henderson, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.