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

Amanda Q

Series 66

Richmond, VA

Wells Fargo Advisors

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. 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 using 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

Christopher G

CFP®, Series 66

Richmond, VA

Wells Fargo Advisors

Christopher Geary is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Advisors. His prior roles include positions at OSAIC, Triad Advisors, Gallagher Fiduciary Advisors, Independent Financial Group, LLC, F3Logic, LLC, and National Planning Corporation. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm uses proprietary research and planning tools to develop customized 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

Scott M

Series 63, Series 65

Richmond, VA

Wells Fargo Advisors

Scott Macmillan is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates Macmillan Enterprises LLC, a personal finance-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering 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 and sports & entertainment planning, using Wells Fargo 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

Alan M

Series 63, Series 66

Richmond, VA

Wells Fargo Advisors

Alan Markfeld is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 registrations. He has 28 years of industry experience with prior roles at firms including OSAIC, Triad Advisors, Gallagher Fiduciary Advisors, and Delaware Distributors. Wells Fargo Advisors Financial Network is a 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 tailored to clients meeting certain net-worth thresholds, using Wells Fargo research and planning tools to develop 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

Craig D

Series 63, Series 65

Richmond, VA

Wells Fargo Advisors

Craig Dods is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his role at Wells Fargo, Dods holds a 28% ownership in Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. 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

John C

CFP®, Series 66

Richmond, VA

Wells Fargo Advisors

John Cain is a CFP® professional with 15 years of industry experience, currently advising clients at Wells Fargo Advisors in Richmond, VA. His work history includes over a decade with Wells Fargo entities, dating back to 2010. Outside of his role at Wells Fargo Advisors, he holds a 28% ownership stake in Granite Wealth Management, LLC, an investment-related business. 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 for clients meeting certain net-worth thresholds, utilizing 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

Thomas V

Series 63, Series 66

Richmond, VA

Wells Fargo Advisors

Thomas Valentine is a financial advisor at Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves on the finance committee of The Valentine Museum. Wells Fargo Advisors Financial Network is a 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 supported by Wells Fargo research and tools, with clients able to implement recommendations through various firm 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 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")