Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Estela S

Series 66

San Antonio, TX

PNC Wealth Management

Estela Sotelo is a Series 66-credentialed financial advisor with 24 years of industry experience. She is currently with PNC Wealth Management and has previously worked at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary account pilot that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Angela M

CFP®, Series 63, Series 65

San Antonio, TX

PNC Wealth Management

Angela Melchor is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, including prior roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessment and third-party managed model strategies.

Passive / index investing Active portfolio management Wealth management Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Terms of Service and Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")