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

Stoddard B

CFP®, Series 66

Minnetonka, MN

Hightower Advisors

Stoddard Barnhill is a CFP® with 11 years of industry experience, currently serving at Hightower Advisors. He has worked at Story Capital and M Holdings Securities, among other firms, and holds a role as Director of Planning at Story Capital, where he facilitates family meetings focused on values and goals. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement consulting.

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

Jeffrey G

Series 66

Delray Beach, FL

Hightower Advisors

Jeffrey Grinspoon is a financial advisor with Hightower Advisors in Delray Beach, FL, holding a Series 66 designation and 28 years of industry experience. He has been with Hightower Securities and Hightower Advisors for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with a range of investment vehicles and strategies.

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

William B

Series 65

Houston, TX

Hightower Advisors

William Britt is a Series 65 credentialed financial advisor with seven years of industry experience. He is currently with Hightower Advisors, where he has worked since 2022. Prior to joining Hightower, he held positions at South Fork Wealth Management LLC, Fortiter Wealth Management, Eagle Global Advisors, and Jackson Hill Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an emphasis on manager selection and multi-manager solutions using both affiliated and third-party managers.

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

Arthur M

Series 65

Newport Beach, CA

Hightower Advisors

Arthur Molina is a financial advisor at Hightower Advisors with a Series 65 credential and experience in the industry since 2021. His prior roles include positions at EP Wealth Advisors, Trilogy Financial, and Rottweiler Performance, following earlier work at AutoZone and UC Irvine. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, using a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research. The firm’s services include portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles and private funds.

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

Bryce M

Series 66

Austin, TX

Hightower Advisors

Bryce Meares is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Meares is involved in health and life insurance sales through Hart Financial Group and serves as a consultant providing 401(k) education and assistance to employees at Parsley Energy. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes a multi-manager approach, incorporating affiliated and third-party managers, proprietary research, and a variety of investment strategies.

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

Palmer M

Series 63, Series 65

Cape Elizabeth, ME

Hightower Advisors

Palmer Murray is a financial advisor with Hightower Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at HighTower Advisors since 2019 and Lourd Capital Management since 2012. Outside of his advisory work, he serves as a board member and vice chair of the Marlborough School, an independent girls' school. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles.

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

Benjamin K

CFP®, Series 66

Spokane, WA

Hightower Advisors

Benjamin Klundt is a CFP® with 15 years of industry experience, currently serving at Hightower Advisors since 2023. He previously worked at Ten Capital Investment Advisors LLC and has been involved with nonprofit boards such as the Boy Scouts of America-Inland Northwest Council. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to various investment vehicles through proprietary research and portfolio construction.

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

Stephanie N

CFP®, Series 66

Chicago, IL

Hightower Advisors

Stephanie Nanney is a CFP® with 19 years of industry experience, currently advising at Hightower Advisors since 2020. Her prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC. Hightower Advisors serves a diverse client base of individual and institutional investors, offering investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction across various asset classes, including alternative investments and custom indexing.

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

Michael H

CFP®, Series 63

Marlton, NJ

Hightower Advisors

Michael Howley is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 21 years at Meyer Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

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

Calvin D

Series 66

Mission Woods, KS

Hightower Advisors

Calvin Dillon is an advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he worked at the University of Central Missouri for five years and has experience in golf club management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

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

Thomas O

CFP®, ChFC®, Series 63

Naples, FL

Hightower Advisors

Thomas Olexa is a financial advisor at Hightower Advisors with 39 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower in 2023, he worked at Valmark Advisors, Inc. and Valmark Securities, Inc. for 11 years, and at A.K.J., Ltd. for 22 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

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

Ronald S

Series 63, Series 65

North Andover, MA

Hightower Advisors

Ronald Siggens is a financial advisor at Hightower Advisors with 18 years of industry experience. He previously spent 16 years at Boston Hill Advisors, LLC before joining Hightower in 2023. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also involved as an insurance broker. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on diversified investment solutions and operational support.

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

Scott B

CFP®, PFS™, Series 63

Houston, TX

Hightower Advisors

Scott Bishop is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds the CFP®, PFS™, and Series 63 designations. Prior to joining Hightower in 2023, he worked for STA Wealth Management, LLC from 2014 to 2023. Outside of his advisory role, he manages Vandelay Financial Group, LLC, a holding company related to advisory and insurance revenue and expenses. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager investment solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

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

Jenni E

Series 66, Series 65

Chicago, IL

Hightower Advisors

Jenni Engstrom is a financial advisor at Hightower Advisors in Chicago, IL, with five years of industry experience. She holds Series 65 and Series 66 designations and has previously worked at TC Wealth Partners, LLC and Trust Company of Illinois. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach that incorporates affiliated and third-party managers, proprietary research, and diversified portfolio construction strategies.

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

Michael W

Series 66

New York, NY

Hightower Advisors

Michael Walsh is a financial advisor with Hightower Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, Merrill, and Northwestern Mutual. He also worked in the Radford Athletic Department and at Radford University earlier in his career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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

Michael M

CFP®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Michael Mccabe is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at RPC Private Wealth, Private Vista LLC, and Retirement Programs Co., where he continues as a pension consultant and part owner. Outside of his advisory roles, he has managerial responsibilities at MCW Management, LLC, and is involved in life insurance sales through Allianz Insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

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

Peter K

CFA®, Series 63, Series 65

Melville, NY

Hightower Advisors

Peter Klein is a CFA® charterholder with 40 years of industry experience, currently serving at Hightower Advisors since 2013. Prior to joining Hightower, he worked at UBS Financial Services for nine years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

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

Amy V

Series 65

Spokane, WA

Hightower Advisors

Amy Van Lierop is a financial advisor at Hightower Advisors in Spokane, WA, holding a Series 65 credential with 10 years of industry experience. Her prior roles include positions at Mercer Global Advisors, Vickerman Investment Advisors, Ten Capital Wealth Advisors, and Vickerman & Driscoll Financial Advisors. She has a minority ownership interest in a family farming and hospitality business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and specialized consulting for various institutional mandates.

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

Cy C

Series 66

Houston, TX

Hightower Advisors

Cy Cattan is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds a Series 66 designation and previously spent 10 years with Streettalk Advisors, LLC dba STA Wealth Management. Outside of advising, he owns Arenosa Creek Ranch, a hunting preserve where he occasionally takes guests hunting. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, and alternative investments.

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

Nicholas S

CFP®, Series 63

Wayne, PA

Hightower Advisors

Nicholas Stumpo is a financial advisor with Hightower Advisors, holding the CFP® and Series 63 credentials and bringing 14 years of industry experience. Prior to joining Hightower in 2023, he spent nine years at THE Vanguard Group, Inc. He is also active as a performer and artist outside of his advisory role. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a broad range of investment options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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”)