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

Kimberly M

Series 66, Series 63

Scottsdale, AZ

Wells Fargo Advisors

Kimberly Mccauley is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She has previously worked at SVB Bank, LPL Financial, Early Warning LLC, and Charles Schwab. Kimberly holds Series 66 and Series 63 credentials. Outside of her advisory role, she serves as co-trustee for her parents' trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and 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

Jaicie S

Series 63, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. 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 using proprietary research and tools, delivering tailored recommendations through both 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

Priscilla B

Series 63, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Priscilla Blanco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Charles Schwab, Bank of America, Robert W Baird & Co Inc, and Edward Jones. Outside of finance, she works as an independent contractor driver for DoorDash. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain 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

Kristen L

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Kristen Luikens is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a wide range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored 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

Mary Anne H

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Mary Anne Hartigan is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual Investment Services and RBC Capital Markets. Outside of her advisory role, she works as a sales associate in women's clothing retail. 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 menu of financial planning services using proprietary research and tools, with planning engagements that are typically discrete and tailored to client needs.

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")