Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Catherine N
Series 63, Series 65
Ocala, FL
Wells Fargo Advisors
Catherine Nicholas is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory work, she is involved in livestock investments through a family LLC and serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services, employing tailored recommendations supported by proprietary research and tools.
Todd B
Series 63, Series 66
Ocala, FL
Wells Fargo Advisors
Todd Blankenship is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing and 11 years at A. G. Edwards & Sons, Inc. He also owns and operates Blankenship Wealth Management LLC, an investment-related business. 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 and investment solutions, utilizing proprietary research and tools to develop tailored client recommendations.
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