Alan Rose is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, notably including insurance-related vehicles and bank deposit sweep programs.

John Michael is a financial advisor with Wells Fargo Clearing in Port Saint Lucie, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC, and STIFEL. Outside of his advisory work, he is also an independent travel agent with Expedia Cruises. 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 manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment strategies.