Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Henry W
Series 66
Newton, NC
Wells Fargo Advisors
Henry Wepner is a Series 66 licensed financial advisor with nine years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he serves as Treasurer for the Newton Depot Authority in Newton, NC, where he participates in financial oversight, event planning, and community projects. 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 financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop personalized recommendations delivered through meetings and written summaries.
Tim W
Series 63, Series 65
Newton, NC
Wells Fargo Advisors
Tim Wepner is a financial advisor with Wells Fargo Advisors in Newton, NC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Securities, Inc. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, with tailored recommendations developed using proprietary research and planning tools.
Anne A
Series 66
Newton, NC
Wells Fargo Advisors
Anne Abernethy is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Newton, North Carolina. She has 18 years of industry experience, including seven years at Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2023. In addition to her advisory role, Abernethy serves as a part-time pastor at Bethel United Church of Christ in Hickory, North Carolina. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.
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 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”)
Finding advisors...
Find a financial advisor
Based on your filters