Roel Gonzales is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of financial services, he co-owns a cleaning services business with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Tareq Abdalla is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.