Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Brett B
CFP®, Series 63, Series 66
Newport Beach, CA
Hightower Advisors
Brett Bonecutter is a CFP®-certified financial advisor at Hightower Advisors with four years of industry experience. He has previously worked with AKT American Capital and Emerson Equity, LLC, and is also involved with eXp Realty of Southern California, Inc. and Hybrid Agent Group, Inc. outside of his advisory role. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research to offer a range of investment strategies and portfolio management services.
James A
CFP®
Newport Beach, CA
Hightower Advisors
James Andrews is a CFP® professional at Hightower Advisors with three years of industry experience. He previously worked for Goldman Sachs for eight years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.
Trevor C
CFP®, Series 66
Newport Beach, CA
Hightower Advisors
Trevor Cummings is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial advisory industry. He has been with HighTower Advisors and HighTower Securities since 2016 and also has experience at Morgan Stanley dating back to 2013. HighTower Advisors delivers investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing 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.
Drew S
CFP®
Newport Beach, CA
Hightower Advisors
Drew Sherwood is a CFP® affiliated with Hightower Advisors in Newport Beach, CA. He has experience at Russell Investments and has previously worked in education at Boise State University and Sumner High School. 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 a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.
Darren L
Series 66, Series 63
Newport Beach, CA
Hightower Advisors
Darren Lightfoot is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on multi-manager solutions and offers access to affiliated and third-party managers, employing proprietary research and a variety of portfolio construction techniques.
Jeffrey D
Series 66
Newport Beach, CA
Hightower Advisors
Jeffrey Davis is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Raymond James & Associates and Ameriprise Financial Services. His background includes roles in financial services as well as outside employment related to investment activities. 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 variety of investment vehicles.
Joshua K
CFP®, Series 66
Newport Beach, CA
Hightower Advisors
Joshua Klooz is a CFP® with eight years of experience in the financial industry, currently serving at Hightower Advisors since 2024. His prior roles include positions at Carson Wealth, CWM, LLC, Cetera Advisor Networks, and UBS Financial Services. He is a founding board member of Evergreen Classical School, a 501(c)(3) nonprofit. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering multi-manager solutions that incorporate affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternatives.
Kimberlee D
Series 66
Newport Beach, CA
Hightower Advisors
Kimberlee Davis is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.
Blaine C
CFP®, Series 66
Newport Beach, CA
Hightower Advisors
Blaine Carver is a CFP®-certified financial advisor with 11 years of industry experience, currently with Hightower Advisors since 2023. He has previously worked at J. Derek Lewis & Associates, Mutual Securities, Inc., Mars Jewett Financial Group, Inc., and Cetera Advisor Networks. 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, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.
Jordan S
CFP®
Newport Beach, CA
Hightower Advisors
Jordan Sandfer is a CFP® with two years of industry experience, currently advising at Hightower Advisors. His prior roles include positions at Financial Advisors Network, Inc., Insight Wealth Strategies, and co-founding Sandfer Fikert & Associates, LLP and Insight Accounting, LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers across various investment vehicles. The firm serves clients with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning domestic and international markets.
Sean L
Series 66
Newport Beach, CA
Hightower Advisors
Sean Latimer is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and its affiliated entities before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment strategies.
David B
CFP®, Series 66
Newport Beach, CA
Hightower Advisors
David Bahnsen is a CFP® and Series 66-credentialed financial advisor with 24 years of industry experience. He is affiliated with Hightower Advisors and has been with the firm since 2015, also leading The Bahnsen Group since 2018. Outside of his advisory role, he records a weekly podcast for National Review focusing on theology, philosophy, and the human quest for flourishing. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and a combination of affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with extensive financial planning services.
Jacob S
Series 65, Series 63
Newport Beach, CA
Hightower Advisors
Jacob Salloum is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hightower in 2025, he worked at MWA Financial Services Inc. and Modern Woodmen of America, among other roles spanning financial services and restaurant management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.
Kenny M
Series 65
Newport Beach, CA
Hightower Advisors
Kenny Molina is a financial advisor with Hightower Advisors in Newport Beach, CA, holding a Series 65 designation and eight years of industry experience. He has been with Hightower since 2017 and has prior experience at Valensi Rose, PLC as well as UCLA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment vehicles. The firm employs both proprietary and third-party research to construct portfolios incorporating mutual funds, ETFs, alternative investments, and custom indexing.
Manuel R
Series 65
Newport Beach, CA
Hightower Advisors
Manuel Ramirez is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Hightower since 2021. His prior experience includes roles at Costco Wholesale, Meyer Properties, the City of Fullerton, and Vincent Benjamin. Hightower Advisors provides investment advisory and planning services to a broad 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 retirement plan consulting, supported by proprietary research and a suite of investment options including mutual funds, ETFs, alternative investments, and custom indexing.
Ishan C
Series 65
Newport Beach, CA
Hightower Advisors
Ishan Chhabra is a financial advisor at Hightower Advisors with a Series 65 license and one year of industry experience. His prior roles include positions at Viridis Consulting and the University of Southern California. 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 multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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