Antonio Lopez is a financial advisor with Wells Fargo Clearing in Santa Fe, NM, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he is the author of a travel memoir focused on national parks. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Lawrence Schwartz is a financial advisor with Wells Fargo Clearing in Santa Fe, NM, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2013 to 2016. Outside of his advisory role, he is a 20% owner of Moses on the Mesa, LLC, a company involved in making introductions between actors and producers. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.