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

Michael M

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Michael Mooney Jr. is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Siharum Advisors, LLC for five years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he has ownership in MKM Financial Services, LLC, and Freeport 322, LLC, entities related to financial and estate planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored planning solutions using proprietary research and tools, with services covering areas such as retirement, education, risk, and wealth-transfer planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Anthony R

Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Anthony Reilly is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at Wells Fargo Advisors Financial Advisors LLC since 2009 and has been involved with Ascend Advisory Group LLC since 2001. Outside of his advisory work, he owns and manages several farming enterprises in Ohio and Kentucky. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Gregory M

Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Gregory Miller is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wachovia Securities Financial Network, LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Jacqueline M

Series 66

Dublin, OH

Wells Fargo Advisors

Jacqueline Mcneely is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked previously at JP Morgan Securities, LPL Financial, and The Citizens Banking Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Maria G

Series 66

Dublin, OH

Wells Fargo Advisors

Maria Grandominico is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Chase F

CFP®, Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Chase Fowler is a CFP® professional with three years of industry experience, currently serving at Wells Fargo Advisors. He previously worked at Sound Capital Management LLC for six years and Ameriprise Financial Services Inc. for one year. He also owns and operates CCF Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports and entertainment planning, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

David T

Series 66

Dublin, OH

Wells Fargo Advisors

David Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and totaling 15 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also maintains substantial ownership interests in two investment-related businesses, Thompson Capital, Inc., and Thompson Financial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Abram M

Series 66

Dublin, OH

Wells Fargo Advisors

Abram Mccarty is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Abram also owns AXM Wealth Management, an investment-related business based in Dublin, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Lucas E

Series 66

Dublin, OH

Wells Fargo Advisors

Lucas Evanovich is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Wells Fargo Advisors in Dublin, OH. He previously worked at Morgan Stanley and has held roles at Ohio Wesleyan University and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, delivering discretionary and non-discretionary solutions across multiple financial needs and specialized areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Michael A

Series 66

Dublin, OH

Wells Fargo Advisors

Michael Aljancic is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is the owner of Aljancic Financial Services LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and delivers tailored recommendations through a combination of research, planning tools, and client meetings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Kevin K

CFA®, Series 66

Dublin, OH

Wells Fargo Advisors

Kevin Kull is a CFA® charterholder and holds the Series 66 license, with four years of experience in financial advising. He is currently with Wells Fargo Advisors and previously worked at Summit Financial, Keebeck Wealth Management, 2020 Capital Advisors, Wealthstone Advisors, and Huntington National Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas like business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Jason D

CFP®, Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Jason Daron is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Morgan Stanley and Nationwide Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Clair R

Series 66

Dublin, OH

Wells Fargo Advisors

Clair Reich is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, Clair worked at Lincoln Financial Advisors, LPL Financial, Gladstone Institutional Advisory, and Blue Stone Wealth Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad menu of planning options supported by proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Bradley S

Series 65, Series 63

Dublin, OH

Wells Fargo Advisors

Bradley Shook is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include service in the United States Army, work with Mutual of Omaha and its Investor Services division, and involvement in the Ohio House of Representatives. He is also the owner of Appian Way, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Stephanie S

CFP®, Series 66

Dublin, OH

Wells Fargo Advisors

Stephanie Schanken is a CFP® with 19 years of industry experience currently affiliated with Wells Fargo Advisors. She has been with Wells Fargo Advisors Financial Network LLC since 2009 and also operates Stephanie Schanken Financial Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Marissa K

Series 66

Dublin, OH

Wells Fargo Advisors

Marissa Korbini is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. She has been with the firm since 2022 and has prior experience working with Baylor Athletics and various educational institutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Jeffrey K

CFP®, ChFC®, Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Jeffrey Korbini is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Wells Fargo Advisors Financial Network since 2009. He also maintains involvement with Ascend Advisory Group LLC and owns Korbini Financial Services LLC, through which he conducts a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Adam D

Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Adam Day is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to his current role, he worked at firms including Fidelity Brokerage Services and Infinex Investments. He is also the sole owner of AD Financial Services, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients selecting implementation options through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Molly S

Series 66

Dublin, OH

Wells Fargo Advisors

Molly Smith is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has worked previously at Bluestone Wealth Partners, LPL Financial, LLC, JPMorgan Chase & Co., and Granville Investment Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services utilizing proprietary research and tools, delivering tailored recommendations through discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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 Warmer Terms of Service and FHQ 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")