Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Nitin K
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
Nitin Kapadia is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo in various capacities since 2009. He is based in Sugar Land, Texas. 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, including niche areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.
William H
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
William Hawker is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Hawker also owns Hawker Wealth Management, LLC, a financial practice based in Sugar Land. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning across numerous areas, including retirement, education, and business-owner transition, using proprietary research and tools.
Michael D
Series 66
Sugar Land, TX
Wells Fargo Advisors
Michael Duty is a financial advisor at Wells Fargo Advisors with three years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing for three years and spent eight years with Heavy Construction Systems Specialists, LLC. Outside of his financial career, he is involved in local community theater, serving as the set construction lead and a technical theatre consultant for Ridge Point High School’s theatre department. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning and advisory solutions supported by proprietary research and integrates these services with other financial products and referral channels.
Alex U
Series 63, Series 66
Sugar Land, TX
Wells Fargo Advisors
Alex Updyke is a financial advisor with Wells Fargo Advisors in Sugar Land, TX. He holds Series 63 and Series 66 designations and has 12 years of industry experience, including prior roles at Hines Securities Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.
Vicki H
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
Vicki Hebert is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her tenure includes over 18 years with Wells Fargo entities prior to joining Wells Fargo Advisors in 2026. She is also a Texas Notary Public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to provide comprehensive client solutions.
John C
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
John Caram is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with various Wells Fargo entities since 2009 and has been involved with his family business, Caram & Sons, Ltd., since 1983. He currently serves as chair of the finance committee at St. Thomas High School in Houston. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.
Mary J
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
Mary Jenkins is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory role, Jenkins serves as a board member of the Houston Business Cabinet and is president of the Houston Business Network Breakfast Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and incorporates proprietary research and tools to develop tailored recommendations for its clients.
Joshua L
Series 66
Houston, TX
Wells Fargo Advisors
Joshua Leblanc is a financial advisor with Wells Fargo Advisors in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Waddell & Reed, and is the sole owner of Leblanc Private Wealth Management LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them through brokerage or advisory programs.
Marco L
CFP®, Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
Marco Lloyd is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over 17 years before his current role. Lloyd is also involved in investment advisory through his ownership of Sugar Creek Wealth, LLC and Marco Lloyd Advisory, LLC. Wells Fargo Advisors Financial Network is a large 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, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.
Bruce P
Series 63, Series 66
Sugar Land, TX
Wells Fargo Advisors
Bruce Piccirillo is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 66 credentials and bringing 49 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth requirements. The firm combines advisory services with other financial products and referral channels to deliver comprehensive financial solutions.
Jeanne M
Series 66
Sugar Land, TX
Wells Fargo Advisors
Jeanne Mc Cormick is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked with Wells Fargo entities since 2009. 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, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels through a network of more than 4,000 advisors.
Jared C
Series 66
Sugar Land, TX
Wells Fargo Advisors
Jared Crawford is a financial advisor at Wells Fargo Advisors in Sugar Land, TX, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, spanning over two decades. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash-flow, retirement, education, and specialized services like business-owner transition and special-needs planning.
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 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")
Finding advisors...
Find a financial advisor
Based on your filters