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

Robert O

Series 63, Series 65

Hackensack, NJ

Wells Fargo Advisors

Robert O'Herlihy is a financial advisor with Wells Fargo Advisors in Hackensack, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is the owner of Blue Horseshoe Holdings and serves as a trustee for Blue Horseshoe Holdings 401K. 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 tailored to clients who meet a net-worth threshold, using Wells Fargo research and planning tools to develop and deliver financial recommendations.

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

Paul M

Series 63, Series 66

Hackensack, NJ

Wells Fargo Advisors

Paul Marrero is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2016. Marrero is also the owner of Palisades Wealth Management, an investment-related business based in West Nyack, NY. 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 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

Kevin B

Series 63, Series 65, Series 66

Hackensack, NJ

Wells Fargo Advisors

Kevin Benoit is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Benoit also owns and operates Kevin Benoit LLC, an investment-related business based in Hackensack, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and sports & entertainment planning, utilizing 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

Douglas W

Series 63, Series 65

Hackensack, NJ

Wells Fargo Advisors

Douglas Ward is a financial advisor with Wells Fargo Advisors based in Hackensack, NJ, holding Series 63 and Series 65 credentials with 30 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for a combined 14 years before joining Wells Fargo Advisors in 2019. Ward is the sole owner of Ward Wealth Management Ltd., a financial planning practice based in New City, NY. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with various financial products and referral channels.

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

Michael B

Series 66

Hackensack, NJ

Wells Fargo Advisors

Michael Beckman is a financial advisor at Wells Fargo Advisors in Hackensack, NJ. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Wells Fargo Advisors, he worked at the Federal Election Commission from 2017 to 2025 and at The Hill Group, Inc. from 2015 to 2017. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with specialized services and uses proprietary research and tools to develop tailored recommendations for clients.

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

Greg B

Series 66

Hackensack, NJ

Wells Fargo Advisors

Greg Bauer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he serves as a co-trustee for multiple 401(k) plans associated with Client Centric Advisors. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, wealth-transfer, and specialized services 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

Paul T

Series 66

Hackensack, NJ

Wells Fargo Advisors

Paul Thomasset is a financial advisor with Wells Fargo Advisors in Hackensack, NJ, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2017. Outside of his advisory role, he manages an investment-related LLC and serves as trustee and power of attorney for several family trusts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing tailored investment and fee-based financial planning services. The firm employs proprietary research and planning tools to create recommendations, offering a broad range of specialized planning services for clients who meet certain net-worth thresholds.

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

Daniel F

Series 66

Hackensack, NJ

Wells Fargo Advisors

Daniel Fais is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Fais owns Aries Wealth Management LLC, a financial advisory business based in Hackensack, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers 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 specific net-worth criteria, utilizing Wells Fargo 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
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)