Tulsa, OK S American Plaza St E Office

John Johnston is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BOK Financial Securities, Inc. and BOKF, NA for 16 years. He serves on the Finance Advisory Council at Oklahoma Christian University, providing feedback on student investment recommendations. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven advisory process grounded in modern portfolio theory. The firm provides both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

William Cutsinger Jr. is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Richard Pringle is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family trusts, managing communications with tax advisors and facilitating distributions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Derek Johnston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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.

Michael Alsup is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large-scale operation.

Jeffrey Roblyer is a financial advisor with Wells Fargo Clearing in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns inherited mineral rights in Tulsa and maintains an inactive law license with the Oklahoma Bar Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored plan-level investment management.