Mario Duenas is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2016. 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. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both discretionary and non-discretionary retirement plan services supported by in-house research and third-party analytics.

Sarah Vancoops Bush is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2001, including roles at Wells Fargo Advisors 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. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Tyler Folk is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2012. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jalaleddin Afifi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Citigroup and Morgan Stanley, as well as consulting in the oil and gas sector. He is also involved with Wells Fargo Catering Services, LLC. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.