Catherine Horan Walker is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 27 years of industry experience. Her prior work includes roles at Wells Fargo Investments and Merrill. Outside of her advisory work, she is a part-owner of a rental property in Los Angeles shared with her spouse. 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 uses research and analytics to offer both brokerage and advisory solutions, supporting a wide range of financial products through bank and insurance affiliates.

Aida Rosas is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Bank of America, Merrill, and J.P. Morgan Securities. Outside of her advisory role, she provides bookkeeping and administrative support for a maintenance and repair service provider. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.