Arturo Alvarez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Wells Fargo Bank NA. 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 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.

Wasaf Ali is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has worked with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.