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

Spencer O

Series 66

Morristown, TN

Wells Fargo Clearing

Spencer Odom is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held roles at Team Technologies Inc. and Colortech Inc., and worked in various positions at Tennessee Technological University and Mahle Engine Components, USA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, supported by extensive research and analytics.

Retired Founder/Business Owner
user avatar
firm logo

Kelly J

Series 63, Series 66

Morristown, TN

Wells Fargo Clearing

Kelly Jacobs is a financial advisor with Wells Fargo Clearing in Morristown, Tennessee. He holds the Series 63 and Series 66 designations and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar
firm logo

Sarah H

CFP®, Series 63

Morristown, TN

Wells Fargo Clearing

Sarah Howard is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Wells Fargo in 2016, she worked at Truist Investment Services from 2007 to 2012. Outside of her advisory role, she is involved in managing a rental property in Johnson City, TN. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
user avatar
firm logo

Mitchell M

CFP®, Series 63, Series 65

Morristown, TN

Wells Fargo Clearing

Mitchell Mccann is a CFP® with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. 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 uses research and analytics from its investment institute and third-party sources, focusing on diversification and modern portfolio theory.

Retired Founder/Business Owner
user avatar
firm logo

Parker S

Series 63, Series 65

Morristown, TN

Wells Fargo Clearing

Parker Smith is a financial advisor with Wells Fargo Clearing in Morristown, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Merrill from 2006 to 2009 and A. G. Edwards & Sons, Inc. from 2004 to 2006. Outside of his advisory work, he acts as power of attorney for his father. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Retired Founder/Business Owner
user avatar
firm logo

Roger O

Series 63, Series 65

Morristown, TN

Wells Fargo Clearing

Roger Odom is a financial advisor with Wells Fargo Clearing in Morristown, Tennessee, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008 before joining Wells Fargo in 2016. Outside of his advisory role, Odom is involved in managing several commercial rental properties in Morristown. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm uses research and analytics to support its diversified investment approach and offers a range of financial products through affiliated entities.

Retired 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 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”)