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

Barbara K

CFP®, Series 65, Series 66

Denver, CO

Hightower Advisors

Barbara Krause is a CFP® with 20 years of industry experience and holds Series 65 and Series 66 licenses. She has worked at Hightower Advisors since 2021 and previously spent six years at Investment Security Group, Inc. She is based in Denver, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and pooled investment vehicles. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, 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

Evan W

Series 65, Series 63

Bellevue, WA

Hightower Advisors

Evan Wirkkala is a financial advisor at Hightower Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Clear Coast Partners, 30 North Group, Pathstone, and Cornerstone Advisors, Inc. Outside of his advisory role, he is the owner of Whiteline Advisory, where he serves as a consultant to private family operating businesses, and is a majority partner in Clear Coast Partners, LLC, a firm focused on healthcare-related investments. 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, utilizing a combination of affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

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

Jeffrey B

CFA®

Chicago, IL

Hightower Advisors

Jeffrey Brown is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Hightower Advisors in Chicago, IL, having previously worked at Invesco Capital Markets, Inc. and Invesco Distributors, Inc. from 2014 to 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors such as pension plans, charitable organizations, corporations, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers along with a variety of investment vehicles and portfolio management features.

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

Vernon Y

Series 65

Orinda, CA

Hightower Advisors

Vernon Yu is a financial advisor with Hightower Advisors in Orinda, CA, holding a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2023, he worked at Stoic Partners Consulting Ltd from 2020 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various 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 G

CFP®, Series 63, Series 65

Pearl River, NY

Hightower Advisors

William Galvin Jr. is a CFP® with 26 years of industry experience, currently serving with Hightower Advisors since 2024. His prior roles include lengthy tenures at CMG Financial Planning Ltd and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles. The firm also manages large pooled and institutional mandates, with capabilities in international exposure and customized portfolio construction.

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

Jaimee F

Series 66

Chicago, IL

Hightower Advisors

Jaimee Farrington is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Smith Barney LLC for five years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, supported by proprietary research and operational resources.

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

Richard S

Series 63, Series 65

New York, NY

Hightower Advisors

Richard Steinberg is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2012. Outside of his advisory role, he manages the investments of an insurance dedicated fund called Aloha IDF. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and insurance companies. 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

Samuel D

CFP®, Series 66

Centennial, CO

Hightower Advisors

Samuel Dechtman is a CFP® professional with 13 years of experience in the financial services industry. He has held roles at Hightower Advisors since 2025 and previously led Dechtman Wealth Management, LLC for five years. He also worked at Securities America and Nuveen Investments earlier in his career. Outside of his advisory work, he is an Independent Insurance Agent. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and trusts. The firm emphasizes multi-manager solutions, manager selection, and uses both affiliated and third-party managers along with proprietary research to construct portfolios that incorporate 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

Devon B

Series 66

Boca Raton, FL

Hightower Advisors

Devon Baker is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at The Northern Trust Company and The Baker Group Financial Services. His background also includes time at Michigan State University and De La Salle Collegiate. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to offer a wide range of investment options.

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

Justin T

Series 63, Series 65

New York City, NY

Hightower Advisors

Justin Towey is a financial advisor at Hightower Advisors with 27 years of industry experience. He has been with Hightower Advisors since 2010 and holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management alongside 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

Alicia S

CFP®

Alpharetta, GA

Hightower Advisors

Alicia Sher is a CFP® professional with nine years of industry experience, currently advising at Hightower Advisors since 2021. Her prior roles include positions at Bluerock Wealth Management, Redwood Wealth Management, and Nova Wealth Management Group. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles, offering a range of investment advisory and planning services. The firm employs a multi-manager approach with access to affiliated and third-party managers, utilizing proprietary research and a variety of investment strategies across 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

Michael B

CFA®, Series 63

Portsmouth, NH

Hightower Advisors

Michael Bernier is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Hightower Advisors and has previously worked at Advantage Capital, Prime Buchholz LLC, and FIDELITY Brokerage Services LLC. 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, proprietary research, and various investment vehicles such as 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

Brendan J

Series 63, Series 66

New York City, NY

Hightower Advisors

Brendan Jones is a financial advisor at Hightower Advisors in New York City with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Hightower Advisors since 2009. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

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

Lukas M

Series 66

Naples, FL

Hightower Advisors

Lukas Masterson is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Before joining Hightower, he worked for the Las Vegas Raiders for three years and at Wake Forest University for six years. 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, 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

Dana H

CFP®, ChFC®, Series 63, Series 65

Cleveland, OH

Hightower Advisors

Dana Hastings is a financial advisor at HighTower Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at HighTower Advisors since 2019, following previous roles at Fairport and Prosperity Capital Advisors. HighTower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes both affiliated and third-party managers and employs proprietary research and a variety of investment vehicles, 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

William C

CFP®, Series 66

Portsmouth, NH

Hightower Advisors

William Clifford is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent 11 years at Vigilant Capital Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, and offers portfolio solutions such as mutual funds, ETFs, 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

Jeffrey T

ChFC®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Jeffrey Toner is a financial advisor with Hightower Advisors in Chicago, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC. He serves as a board member for SGA Youth and Family Services, a charity based in Chicago, participating in policy and program reviews. Hightower Advisors provides a broad range of investment advisory and planning services to 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 through its network of Advisor Practices.

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

Eric H

Series 66

Madison, CT

Hightower Advisors

Eric Hanson is a Series 66 licensed financial advisor with Hightower Advisors, based in Madison, CT. He has 22 years of industry experience and has been with Hightower Advisors since 2013. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves a broad client base including pension plans, charitable organizations, corporations, and financial institutions.

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

Christopher M

Series 66

Madison, CT

Hightower Advisors

Christopher Mcfadden is a financial advisor with Hightower Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

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

Ashish K

Series 66

Dallas, TX

Hightower Advisors

Ashish Khanna is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Frontier Investment Management Co. from 2016 to 2020 before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles such as mutual funds, ETFs, alternative investments, and custom indexing.

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”)