Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Michael P

Series 63, Series 66

El Paso, TX

Wells Fargo Clearing

Michael Pope is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2013. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Victor M

Series 63, Series 65

El Paso, TX

LPL Financial

Victor Mascorro Jr. is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Raymond James Financial Services, Inc. from 2000 to 2006 before joining Linsco Private Ledger, where he has been active since 2006. Outside of his advisory role, he is involved in selling non-variable fixed insurance products including group life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Daniel H

Series 66

El Paso, TX

Wells Fargo Clearing

Daniel Huerta Gonzalez is a Series 66-licensed financial advisor at Wells Fargo Clearing with three years of industry experience. He has held positions at Merrill, Bank of America N.A., and Wells Fargo Bank. Outside of his advisory role, he serves as a Match Observer for United Soccer Leagues, overseeing game safety and reporting. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 data.

Retired Founder/Business Owner
user avatar
firm logo

Adrian A

Series 63, Series 65

El Paso, TX

Wells Fargo Clearing

Adrian Avelar is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he owns SABEE HOLDINGS LLC, through which he records and edits world travel videos for a YouTube channel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar
firm logo

Nicolas R

Series 63, Series 65

El Paso, TX

LPL Financial

Nicolas Rich is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Lincoln Financial Advisors and Valic Financial Advisors. Outside of his advisory role, he is involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including model portfolio programs and third-party asset management, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Bradley B

Series 66

El Paso, TX

Edward Jones

Bradley Byers is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Dominique L

Series 66

El Paso, TX

LPL Financial

Dominique Lacarra is a Financial Advisor with Merrill Lynch Wealth Management based in El Paso, Texas. As a Merrill Financial Solutions Advisor and participant in the Merrill Lynch Wealth Management development program, she focuses on growing her client base and establishing a strong presence within the financial industry. Dominique works closely with clients to understand their priorities and develop personalized short-, mid-, and long-term financial goals. Her expertise covers a broad range of areas including general investing, retirement planning, and saving for unexpected expenses. She also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Dominique holds the Personal Investment Advisor (PIA) designation and has earned a bachelor's degree from the University of Phoenix, following her graduation from Eastwood High School. Outside of her professional work, Dominique enjoys activities such as camping, fishing, hiking, interior decorating, painting, skydiving, spending time with family, and practicing yoga. Her approach centers on uncovering what matters most to clients and their families to help create strategies that pursue their financial goals.

Wealth management General retirement planning Income planning Financial Professional Women Professionals
user avatar
firm logo

Omar C

Series 66

El Paso, TX

Raymond James Financial

Omar Chavez is a financial advisor with Raymond James Financial in El Paso, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise for eight years and Unified Insurance and Income Tax for two years. Outside of his advisory role, he serves as CEO of Chavez TBG Corp, a support company focused on financial advising and wealth management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Ryan B

Series 66

El Paso, TX

Raymond James Financial

Ryan Benway is a financial advisor with Raymond James Financial in El Paso, TX. He holds a Series 66 designation and is early in his career, having joined the industry in 2025. His prior work experience includes positions outside of finance, such as roles at Papa John’s Pizza and several educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools for outcome modeling, supporting clients through advisory programs and other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Alfonso H

Series 63, Series 66

El Paso, TX

OSAIC

Alfonso Holguin is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Edward Jones, Wells Fargo Investments, and Charles Schwab. Holguin also provides insurance services as a General Lines Agent in Texas. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services using a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Manuel M

Series 63, Series 65

El Paso, TX

Merrill

Manuel Magallanes is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, U.S. Bank and U.S. Bancorp Investments, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Stefanie W

Series 66

El Paso, TX

Merrill

Stefanie Welsch is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at Bank of America, N.A. and has five years of experience in homemaking. Outside of her advisory role, she is actively involved in the Junior League of El Paso and serves in leadership positions with the El Paso del Norte Stanford Alumni Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Ross S

Series 66

El Paso, TX

Wells Fargo Clearing

Ross Salas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, BANK OF THE WEST, and Edward Jones. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar
firm logo

Daniel S

Series 66

El Paso, TX

Wells Fargo Clearing

Daniel Smith is a financial advisor with Wells Fargo Clearing in Amarillo, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar
firm logo

Raziel S

Series 66

El Paso, TX

Wells Fargo Advisors

Raziel Speer is a financial advisor at Wells Fargo Advisors based in El Paso, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo, Speer worked at PNC Bank and Sunflower Bank and has held various roles outside finance, including positions at Chick-fil-A and Subway. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu with specialized services, using proprietary research and tools to develop tailored recommendations through meetings and written reports.

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

Gabriel V

Series 63, Series 66

El Paso, TX

J.P. Morgan Securities

Gabriel Vargas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at both Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Sergio C

Series 63, Series 65

El Paso, TX

Wells Fargo Clearing

Sergio Cervantez is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 65 registrations and has been in the industry since 2022, with prior experience at Von Tez and Wells Fargo Bank, N.A. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
user avatar
firm logo

Romel A

Series 65

El Paso, TX

LPL Financial

Romel Alvarado is a financial advisor with LPL Financial, holding a Series 65 designation and possessing eight years of industry experience. He previously worked at Kestra Financial, Inc. for eight years and The Herrera Group for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across multiple platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Pedro G

Series 63, Series 66

El Paso, TX

Wells Fargo Clearing

Pedro Galicia is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and held roles at Wells Fargo Bank NA and Wells Fargo Advisors, LLC prior to that. Outside of his advisory work, Galicia owns an industrial supplies business called Atomotive Advance Technologies LLC, operating under the name Aldebaran Solutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
firm logo

Mauricio F

Series 66

El Paso, TX

Merrill

Mauricio Felix III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial industry in 2007 when he joined Merrill Lynch Wealth Management as a Financial Advisor. Mauricio focuses on assisting clients who have experienced an unexpected windfall and require wealth management planning, executives in the maquiladora industry planning their retirement transition, and clients seeking to establish wealth transfer strategies for future generations. Mauricio holds a Bachelor's degree in Business Administration with a minor in Finance from ITESM. He is registered with FINRA holding Series 7, Series 66, and Series 3 licenses. Additionally, he has earned professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish. Outside of his professional work, Mauricio volunteers his time to promote economic mobility and teaches basic finance concepts aimed at breaking the cycle of poverty. He also enjoys hiking, running, and participating in marathons.

Wealth management Multi-generational wealth transfer Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy
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”)