Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Alan D
Series 66
Marion, OH
Wells Fargo Advisors
Alan Dixon is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates AD Golf Cards, a business focused on buying and selling golf sports cards. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that 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.
Brian D
CFP®, Series 66
Marion, OH
Wells Fargo Advisors
Brian Dixon is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2010 in various capacities and currently operates out of Marion, OH. Dixon also has a minority ownership in 3D Private Wealth Advisors Inc., where he dedicates limited time monthly. Wells Fargo Advisors 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 supported by proprietary research and planning tools.
Richard D
Series 63, Series 65
Marion, OH
Wells Fargo Advisors
Richard Dixon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Dixon has ownership in National Service Information, Inc., a paralegal service company, and serves as a director for NRAI Services, LLC, a public record information service. He also holds trustee and treasurer positions with the Marion Country Club Hills Owners Association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm integrates advisory services with various financial product sales and referral channels, serving clients through a large network of advisors.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters