Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Stephen S
Series 63, Series 65
Concord, NC
Wells Fargo Clearing
Stephen Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 15 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he serves as an umpire in local recreational sports leagues. 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 utilizes research and analytics to guide investment decisions and offers a wide range of brokerage and advisory solutions.
Cheryl S
Series 63, Series 66
Concord, NC
Wells Fargo Clearing
Cheryl Salerno is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. She previously worked at First Citizens Investor Services and First Citizens Bank. Outside of her advisory role, she serves as an authorized signer for several nutrition-related businesses affiliated with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification and modern portfolio theory principles.
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