Jose Sierra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked at Bank of America N.A. and Merrill, and before entering the financial sector, he spent eight years at T-Mobile USA. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management, including unique offerings like insurance-related investment vehicles and bank deposit sweep options.

John Oconnor Jr. is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018, with prior experience at Key Bank. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.