Sagar Singh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience outside finance at Vinum Bar. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in a modern portfolio theory approach and acting as an ERISA fiduciary.

Navjit Singh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 22 years of industry experience. He has previously worked with Wells Fargo Advisors LLC and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.