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

Keith T

Series 63

The Woodlands, TX

Wells Fargo Advisors

Keith Townsend is a financial advisor with Wells Fargo Advisors in The Woodlands, TX, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Wells Fargo Advisors in 2025. He is a 50% owner of Harmony Wealth Management Group LLC, a financial planning practice in Port Lavaca, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning niches.

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

Mark H

CFP®, Series 63, Series 66

The Woodlands, TX

Wells Fargo Advisors

Mark Herring is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked within the Wells Fargo organization in various capacities since 2009. Outside of his advisory role, Herring has a 50% ownership in Harmony Wealth Management and co-owns a farm ranch in Texas through Fish-Crow LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm combines customized planning and investment solutions with access to Wells Fargo’s research 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

Zachary R

Series 65, Series 63

The Woodlands, TX

Wells Fargo Advisors

Zachary Rogers is a financial advisor at Wells Fargo Advisors with two years of industry experience. He held prior roles at Fidelity Investments and worked in various positions including with Texans For Jodey Arrington and the U.S. House of Representatives. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Advisors deliver tailored recommendations supported by firm research and planning tools, offering a broad range of planning services for clients who meet a net-worth threshold.

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

Paul H

Series 63, Series 65

The Woodlands, TX

Wells Fargo Advisors

Paul Hammersmith is a financial advisor with Wells Fargo Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2012. Outside of his advisory work, he is the sole owner of PHLH LLC, a financial practice based in Shenandoah, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. Advisors use firm research and planning tools to create tailored recommendations, with clients retaining discretion over implementation through 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

John R

CFP®, Series 63, Series 65

The Woodlands, TX

Wells Fargo Advisors

John Rogers is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He has held prior roles within the Wells Fargo organization, including positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, he owns and operates Rogers Wealth Management Group LLC in Kingwood, TX. 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 and investment options, 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
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")