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

Buck B

CFP®, Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Buck Bandura is a CFP® professional with 27 years of experience in the financial services industry. He has been with Wells Fargo Advisors Financial Network since 2009 and is also associated with Matrix Wealth Management Inc. Outside of his advisory work, Bandura is a partner at GECKO LLC and serves as co-trustee for Matrix Wealth Management Inc.'s 401(k) and defined benefit plans. 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 through a network of advisors, utilizing 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

Daniel S

Series 66

Scottsdale, AZ

Wells Fargo Advisors

Daniel Saba is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a co-trustee for a 401(k) plan and has a minority interest in a rental property business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, 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 proprietary research and tools to develop recommendations.

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

Marco D

Series 63, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Marco Divito is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at various Wells Fargo entities since 2012 and is involved in ownership and management of two investment-related businesses, Core Wealth Strategies, LLC, and Divito 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 a net-worth threshold. The firm offers a wide range of planning services and integrates advisory 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

Monte M

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Monte Messman is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he is involved with Messman Capital Management Inc., which he owns and operates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services through a broad menu of specialized planning options and integrates advisory services with various financial product offerings.

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

Laura H

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Laura Hurst is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network 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 tailored to clients meeting net-worth thresholds, covering topics such as retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

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

Matthew P

Series 66

Scottsdale, AZ

Wells Fargo Advisors

Matthew Padilla is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services and Merrill before joining Wells Fargo Advisors in 2016. Outside of his advisory role, he is co-owner of Padco Financial Group LLC and owns Padilla Asset Management, where he spends significant time managing investment activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services like business-owner transition and special-needs planning. The firm employs proprietary research and planning tools, delivering tailored recommendations through meetings and summary letters, with optional implementation 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

Lisa Y

Series 63

Scottsdale, AZ

Wells Fargo Advisors

Lisa Yawger is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds the Series 63 designation and has worked at multiple firms including Wells Fargo Clearing, Eight Capital Corp., Dundee Capital Partners, and RBC Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides planning in areas such as retirement, education, risk, and wealth-transfer, using proprietary research and tools, with options for brokerage or advisory implementation.

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

Alexander P

Series 66

Scottsdale, AZ

Wells Fargo Advisors

Alexander Price is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. He previously worked at Lerner and Rowe Law Group for two years and has a background as a student from 2015 to 2025. 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 institutions. The firm provides a broad range of planning services using proprietary research and tools, with discretionary implementation options through its brokerage and 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

Gregg S

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Gregg Suerez is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2019, previously working at Wells Fargo Clearing. Outside of his advisory role, he is also a composer, managing a composing business in Scottsdale, Arizona. 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, including specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary 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

Rocco B

Series 63, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Rocco Bianchi is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Investments, Banc of America Investment Services, and Merrill. Bianchi serves as president of his local homeowners association, where he participates in community maintenance and upkeep discussions. Wells Fargo Advisors Financial Network provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering specialized planning for cases such as business-owner transitions and special-needs analysis. Financial advisors at the firm develop tailored recommendations using proprietary research and tools, and clients can choose how to implement these recommendations through various brokerage and 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

Stephen L

CFP®, Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Stephen Ledyard is a CFP®-certified financial advisor with over 32 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously held roles at Wells Fargo Clearing and Morgan Stanley in various capacities between 2006 and 2023. He is the owner of BALATA, LLC, an investment-related business, and holds power of attorney responsibilities for his son in investment matters. 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 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
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”)