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

Donna T

Series 66

Longview, TX

Wells Fargo Advisors

Donna Toombs is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 license and having 20 years of industry experience. She previously worked at Wells Fargo Clearing for six years. Outside of her advisory role, she serves as a trustee for a family trust. 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 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

Harrison B

Series 66

Longview, TX

Wells Fargo Advisors

Harrison Berryhill is a financial advisor at Wells Fargo Advisors with two years of industry experience and a Series 66 designation. His prior experience includes roles at Eastman Credit Union, Texas Bank and Trust, and FBC Kilgore. Outside of his advisory work, he serves as an audio/visual assistant for the First Baptist Church in Kilgore, Texas. 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 uses its research and planning tools to deliver tailored recommendations through meetings and written summaries.

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

Longview, TX

Wells Fargo Advisors

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Scherrey serves as a board member of the Centennial Valley Neighborhood Association. 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 services with other financial product sales 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

Jacob I

Series 66

Longview, TX

Wells Fargo Advisors

Jacob Irwin is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 19 years of industry experience. He has worked within Wells Fargo’s affiliated entities since 2016. Outside of his advisory role, he has ownership in a short film project titled "Desperate Things." Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm uses Wells Fargo research and planning tools to develop personalized recommendations across a range of financial planning needs.

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

Christopher W

Series 66

Longview, TX

Wells Fargo Advisors

Christopher Wilson is a financial advisor at Wells Fargo Advisors in Longview, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Simmons Foods and TQL, among other companies, from 2017 to 2025. 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 cash-flow, retirement, education, risk, and wealth-transfer planning, supported by 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

James W

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

James Willett II is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and TBT Securities L.C. Willett is also the sole owner of Willett Private Capital LLC, a financial practice based in Longview. Wells Fargo Advisors 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, delivering customized recommendations supported by 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

Tom H

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Tom Haley is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he owns and operates TSH Assets LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them 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

Allen R

Series 66

Longview, TX

Wells Fargo Advisors

Allen Rand is a financial advisor at Wells Fargo Advisors with a Series 66 designation and five years of industry experience. His previous roles include positions at Wells Fargo Clearing, Bank of America N.A., Merrill, and various non-financial organizations. 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 and develops tailored recommendations using proprietary research and tools, with clients able to choose whether to implement these 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

Jonathan K

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Jonathan Killingsworth is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include seven years at Wells Fargo Clearing and two years at M HOLDINGS SECURITIES, Inc. Outside of advising, he has interests in investment-related ventures through RAF VENTURES LLC and holds minority stakes in other investment entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

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

Dana N

CFP®, Series 63

Longview, TX

Wells Fargo Advisors

Dana Napier is a CFP® professional with 31 years of industry experience, currently with Wells Fargo Advisors since 2022. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2022 and A. G. Edwards & Sons, Inc. from 1994 to 2008. He also owns Napier Investment Service, LLC, an investment-related business based in Texas. 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 analysis, using Wells Fargo 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

Glenn C

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Glenn Collier is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 designations and 34 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC. Outside of his advisory work, he is an elder at Judson Road Church of Christ and co-owner of a retail jewelry business, The Diamond Lady. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services across a broad range of needs, including retirement, education, and specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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

Ryan L

Series 66

Longview, TX

Wells Fargo Advisors

Ryan Lacy is a financial advisor at Wells Fargo Advisors with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Martin Resource Management Corporation. Outside of his advisory work, he holds a CPA license in Texas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools to deliver 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

Robert R

CFP®, Series 66

Longview, TX

Wells Fargo Advisors

Robert Renicker is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. He serves as a board member and finance committee member for the Green Acres Baptist Church Foundation and participates in their budget planning committee. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a wide range of planning solutions including retirement, education, and business-owner transition planning. The firm supports advisors with proprietary research and tools while offering clients flexibility in implementing 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

Fred I

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Fred Irwin Jr. is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2016. Outside of his advisory role, he serves on the finance committee of the Evangelical Presbyterian Church in Longview, TX. 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 include retirement, risk management, and specialized areas such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using Wells Fargo research and planning tools, delivering them through meetings and summary letters, with clients deciding how to implement these through various firm programs.

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 66

Longview, TX

Wells Fargo Advisors

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Promineo LLC, the University of Central Arkansas, Domino's Pizza Inc., Centennial Bank, and Conway Christian School. 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 a net-worth threshold, employing 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

Russell W

Series 66

Longview, TX

Wells Fargo Advisors

Russell Wilson is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Wilson serves as vice-president of the Knobhill Homeowners Association and is a board member of the Nob Hill Property Owners Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients selecting how to implement 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

Kenneth C

Series 63, Series 66

Longview, TX

Wells Fargo Advisors

Kenneth Chinn is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Clearing and RBC Capital Markets. Outside of his advisory work, he is involved in authoring books and creating faith-based video content on YouTube. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services, utilizing proprietary research and tools, and integrates advisory services with other financial product sales 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

Matthew W

Series 66

Longview, TX

Wells Fargo Advisors

Matthew Willett is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Northwood Retail, LLC, Osburn Contractors LLC, and J.T. Vaughn Construction, 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 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

Lisa L

Series 66

Longview, TX

Wells Fargo Advisors

Lisa Lowrance is a financial advisor at Wells Fargo Advisors in Longview, TX, with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2022. Outside of her advisory role, she serves as an executrix for investment-related estates. 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, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo 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

Walter C

CFP®, Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Walter Cash is a CFP®-certified financial advisor with 43 years of industry experience, currently with Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing for six years and at A. G. Edwards & Sons, Inc. for sixteen years. Outside of his advisory work, he serves on the investment committee for Jefferson Regional Medical Center, is a board member of Moonlight Bay Property Association, and holds partial ownership in a tennis membership facility called Twin Lakes Tennis. 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, 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

Rebecca M

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Rebecca Moore is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and ten years at A. G. Edwards & Sons, Inc. Moore also owns Moore Wealth Management, LLC, a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations, with services spanning various niche planning areas.

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

Ashley K

Series 66

Longview, TX

Wells Fargo Advisors

Ashley King is a Series 66 licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing from 2018 to 2023 and has a background in healthcare. King also serves as a board member for the Spring Hill Independent School District in Longview, TX. 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 retirement, education, and business-owner transition 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

Bruce C

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Bruce Clark is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Stifel, UBS Financial Services, and Citigroup Global Markets. He holds Series 63 and Series 65 designations. Clark also owns and operates JACEHH, LLC, a separate business based in Longview, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with planning engagements generally discrete and optional implementation through brokerage or advisory programs.

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”)