Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Matthew C
Series 63, Series 66
Clearwater, FL
Wells Fargo Clearing
Matthew Cracchiolo is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 designations and 9 years of industry experience. He has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2015. Outside of his advisory role, he owns a food and beverage vending delivery business, Dominator Vending Enterprises Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of financial advisors. The firm combines research and analytics with a range of brokerage and advisory solutions to support its clients’ investment needs.
Kimberly J
Series 63, Series 66
Clearwater, FL
Wells Fargo Clearing
Kimberly Jackson Fernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and also maintains a role at Accurate Advisory Group since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Brian R
CFP®, Series 66
Clearwater, FL
Wells Fargo Clearing
Brian Rolfe is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Morgan Stanley in various capacities between 2002 and 2011. Outside of his primary role, he serves as treasurer of his local homeowners association and participates on the investment committee of the Benjamin Tower Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research-driven portfolio management with a broad platform that includes brokerage and advisory solutions.
Renato B
Series 66
Clearwater, FL
Wells Fargo Clearing
Renato Boac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held positions at Banc of America Investment Services, Inc. and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.
Tyson M
Series 65, Series 66
Clearwater, FL
Wells Fargo Clearing
Tyson Martin is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. He is based in Clearwater, FL. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Benjamin D
Series 63, Series 65
Clearwater, FL
Wells Fargo Clearing
Benjamin Damsker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He serves as a board member, treasurer, and finance chair for Morton Plant Mease Health Care, participating in meetings and fundraising efforts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.
Jean Paul C
Series 63, Series 66
Clearwater, FL
Wells Fargo Clearing
Jean Paul Clark is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at Banc of America Investment Services, Inc. from 2004 to 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.
Bradley K
Series 63, Series 66
Clearwater, FL
Wells Fargo Clearing
Bradley Kirchner is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior work includes roles at Synovus Bank, Synovus Securities, Fifth Third Securities, AmSouth Investment Services, and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options primarily through diversification and modern portfolio theory.
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 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”)
Finding advisors...
Find a financial advisor
Based on your filters