Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Daniel S
Series 63, Series 65
Bellevue, WA
Hightower Advisors
Daniel Stober is a financial advisor at Hightower Advisors with 24 years of industry experience. He has held roles at Triad Wealth Stewardship, Cambridge Investment Research Advisors, and Threadline Wealth prior to joining Hightower in 2014. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.
Sharon L
ChFC®, Series 65, Series 63
Bellevue, WA
Hightower Advisors
Sharon Lailey is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the ChFC® designation and Series 65 and 63 licenses. Prior to joining Hightower in 2022, she spent 16 years at Sovereign Wealth Advisors, Inc. 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, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.
Tara J
CFP®
Bellevue, WA
Hightower Advisors
Tara Johnson is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2022. Prior to joining Hightower, she worked at Sovereign Wealth Advisors LLC for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on custom portfolio construction and international exposure management.
Jennifer J
Series 63, Series 66
Bellevue, WA
Hightower Advisors
Jennifer Johnston is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Clearing, Key Investment Services LLC, and Banc Of America Investment Services, Inc. She has been with Hightower Advisors since 2018. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions. The firm’s approach incorporates proprietary research and a variety of investment vehicles, including alternative investments and custom indexing.
Scott S
CFP®, Series 63
Bellevue, WA
Hightower Advisors
Scott Sheffield is a CFP® professional with 32 years of experience in the financial advisory industry. He has worked at Hightower Advisors since 2022 and previously spent 16 years at Sovereign Capital Advisors LLC and related entities, as well as 12 years at Strategic Wealth Management Inc. 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 employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Randall W
Series 65
Bellevue, WA
Hightower Advisors
Randall Williams Gurian is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2014. Gurian also maintains an ongoing role at Triad Wealth Stewardship, LLC since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.
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