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

Todd B

Series 63, Series 65

Long Beach, CA

Wells Fargo Advisors

Todd Buchner is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. In addition to his advisory role, he owns CADOX LLC, a related business based in Long Beach, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, 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
user avatar
firm logo

Tyler C

Series 66

Long Beach, CA

Wells Fargo Advisors

Tyler Chernack is a financial advisor at Wells Fargo Advisors with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at True Farma Holding, Inc. and Workday, Inc. He is also a Certified Divorce Financial Analyst and provides financial guidance through Smart Divorce LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning 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

Ashley C

Series 66

Long Beach, CA

Wells Fargo Advisors

Ashley Cecala is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing Services LLC. Ashley took a one-year professional hiatus before returning to the financial sector. 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, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo 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

Mark T

Series 63

Long Beach, CA

Wells Fargo Advisors

Mark Thornburg is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is a partner in Timbercreek, a golf driving range in Lewisville, Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients able to implement these recommendations through various 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

Timothy H

Series 66

Long Beach, CA

Wells Fargo Advisors

Timothy Hannigan is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of his advisory work, he volunteers as an assistant coach for youth basketball. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment options, utilizing 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

Stephen S

Series 63, Series 65

Long Beach, CA

Wells Fargo Advisors

Stephen Sullaway is a financial advisor at Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has worked within various Wells Fargo entities since 2009. He also serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients choosing how to implement them.

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

Cierra S

Series 66

Long Beach, CA

Wells Fargo Advisors

Cierra Savin is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has prior work experience with Costco and Stefanos. 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 planning menu supported by proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

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

Brittany T

Series 63, Series 66

Long Beach, CA

Wells Fargo Advisors

Brittany Taylor is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She has held roles at Wells Fargo Advisors since 2017, including a position at Wells Fargo Clearing Services, LLC prior to her current role. Taylor took a one-year break as a stay-at-home mom between 2016 and 2017. 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 and uses proprietary research and planning 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

Thomas T

Series 63, Series 66

Long Beach, CA

Wells Fargo Advisors

Thomas Trauger is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2016 before joining Wells Fargo Advisors in 2016. Outside of advisory work, he is involved in managing investment-related business ventures including ownership in Costa Mesa and Tempe, AZ based entities. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a wide range of planning services addressing various financial needs, supporting advisors with proprietary research and tools, and integrates advisory services with other financial product offerings.

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

Merlin M

CFP®, Series 66

Long Beach, CA

Wells Fargo Advisors

Merlin Micken is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to this, he worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. He also participates as a sales representative exam committee member for FINRA. 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 and integrates advisory offerings with other 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

Paul M

Series 63, Series 66

Long Beach, CA

Wells Fargo Advisors

Paul Masoner is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward D. Jones & Co., L.P. for 21 years. In addition to his role at Wells Fargo, he owns The Masoner Group LLC, an independent financial practice based in Long Beach, CA. 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 financial planning services and investment solutions tailored to 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

George T

Series 66

Long Beach, CA

Wells Fargo Advisors

George Trigueros is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at SchoolsFirst Credit Union and the Center For Autism and Related Disorders. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that cover cash flow, retirement, education, risk, and wealth-transfer strategies. The firm uses proprietary research and simulation tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage and 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

Joseph A

Series 66

Long Beach, CA

Wells Fargo Advisors

Joseph Addy is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at UnionBanc Investment Services for nine years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized offerings such as business-owner transition and special-needs analysis. The firm employs proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through client meetings and summary reports.

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

Serina F

Series 63, Series 65

Long Beach, CA

Wells Fargo Advisors

Serina Foster is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing in multiple tenures since 2012, with a brief period at UBS Financial Services. Outside of her advisory role, she is a wellness advocate selling essential oils through DoTERRA Essentials. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm integrates advisory services with various financial product sales and referral channels, delivering recommendations based on 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

August D

Series 66

Long Beach, CA

Wells Fargo Advisors

August Deangelo Jr. is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he has experience in travel and roles at Murphy, Murphy, and Murphy Inc., as well as Duck Foot Brewing Company. 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 services such as business-owner transition and special-needs planning, 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

Belinda D

Series 63, Series 66

Long Beach, CA

Wells Fargo Advisors

Belinda Dawson is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and planning 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

Nicholas B

Series 66

Long Beach, CA

Wells Fargo Advisors

Nicholas Bero is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Bank of America, Merrill, California State University San Bernardino, and Ventura College. 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 planning menu and integrates advisory services with other financial products through a network of more than 4,000 advisors.

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

Jaime N

Series 66

Long Beach, CA

Wells Fargo Advisors

Jaime Nyssen is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2019, Jaime worked at Wells Fargo Clearing and spent seven years at DeCarlo Optometry. 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 planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning 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

Timothy H

Series 63, Series 65

Long Beach, CA

Wells Fargo Advisors

Timothy Healy is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. He has been with Wells Fargo Advisors since 2022. Wells Fargo Advisors Financial Network 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, including specialized areas such as business-owner transition and special-needs analysis, and uses proprietary research and planning 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

Mark C

Series 63, Series 65

Long Beach, CA

Wells Fargo Advisors

Mark Correa is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo affiliated firms since 2015. Correa is based in Reno, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche 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

Adam R

Series 63, Series 65

Long Beach, CA

Wells Fargo Advisors

Adam Rutz is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as ownership of a vending machine business, Rutz's Resale. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with a broad planning menu that includes specialized services such as business-owner transition and special-needs analysis.

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

Warren S

Series 63, Series 65

Long Beach, CA

Wells Fargo Advisors

Warren Schulten is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 60 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he has partial ownership in an asset holding entity for a boat. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with a focus on various planning areas including retirement, education, and niche services such as special-needs and business-owner transition planning.

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

Blake R

Series 66

Long Beach, CA

Wells Fargo Advisors

Blake Rivera is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding the Series 66 designation and six years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Robert Half and TS Restaurants. 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, utilizing Wells Fargo research and tools to develop tailored recommendations for clients who meet net-worth thresholds.

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”)