Adam Sadowy is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing since 2019. Prior to his financial career, he was employed at Starbucks for four years. Outside of his advisory role, he owns and operates SUDS Laboratory LLC, a biotech-related business. 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 process is grounded in modern portfolio theory and includes a broad investment menu with insurance-related vehicles and bank deposit sweep options.

Alexa Bridge is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Bank of America, Merrill, and Jackson Family Wines. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.