Joshua Clay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at various Wells Fargo entities since 2005 and is also involved with Longs Drywall, a business he has maintained since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s approach includes a broader set of financial product offerings than typical for large institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Natalie Rodriguez Gutierrez is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Redwood Credit Union, CUSO Financial Services, Bank of The West, and Farmers Insurance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Andrew Weber is a financial advisor with Wells Fargo Clearing in Novato, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Infinity Financial Services, Karp Capital Management Corporation, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisors.