Wilson Ma is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Ma serves as a caregiver, providing cooking and cleaning assistance for his ill mother. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, employing an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, participant education, and plan benchmarking.

Daniel Henke is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2014 to 2016. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Judy Wang is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she owns a rental property in San Bruno, CA. 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 approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mitchell Rohrer is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has held positions within Wells Fargo Advisors LLC and Wells Fargo Investments, LLC over the past two decades. Outside of his advisory role, he acts as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Judy Mak is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2011 to 2016. Outside of advising, she owns and manages a rental property business in Pacifica, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.