Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Andrew L
Series 63, Series 65
Orlando, FL
Hightower Advisors
Andrew Llewellyn is a financial advisor at Hightower Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, M1 Finance, and Adage Services. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research.
Stephen M
Series 63, Series 65
Orlando, FL
Hightower Advisors
Stephen Mackall is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at Resource Consulting Group for nine years before joining Hightower Advisors in 2024. Based in Orlando, FL, he currently serves clients through Hightower’s enterprise platform. 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 approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to construct customized portfolios.
Amy D
CFP®
Orlando, FL
Hightower Advisors
Amy Davis is a CFP® professional with 20 years of industry experience. She joined Hightower Advisors in 2024 after spending nine years at Resource Consulting Group. Based in Orlando, FL, she is currently part of Hightower’s enterprise team. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, use of affiliated and third-party managers, and proprietary research, with capabilities spanning discretionary portfolio management, financial planning, and retirement plan consulting.
Joellene A
CFP®
Orlando, FL
Hightower Advisors
Joellene Aylor is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years with Resource Consulting Group. 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, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.
Nhan T
CFP®
Orlando, FL
Hightower Advisors
Nhan Tran is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. Prior to joining Hightower, he worked at Resource Consulting Group for five years and Pershing LLC for five years. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, utilizing proprietary research and a variety of investment strategies.
Nicole R
CFP®
Orlando, FL
Hightower Advisors
Nicole Regilio is a CFP® professional based in Orlando, FL, with 18 years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years at Resource Consulting Group. 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, proprietary research, and customized portfolio construction.
Heather M
CFP®
Orlando, FL
Hightower Advisors
Heather Mulcahy is a CFP® professional affiliated with Hightower Advisors in Orlando, FL. She has experience spanning several years with Resource Consulting Group and Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.
Gregg B
Series 66, Series 65
Orlando, FL
Hightower Advisors
Gregg Biro is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 66 and Series 65 credentials and previously worked at Resource Consulting Group for nine 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, utilizing both affiliated and third-party managers, and offers a variety of portfolio options including mutual funds, ETFs, alternative investments, and custom indexing.
Natalie C
CFP®
Orlando, FL
Hightower Advisors
Natalie Campese is a CFP® professional with eight years of industry experience. She currently works at Hightower Advisors and previously spent six years with Resource Consulting Group. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm utilizes a manager selection and multi-manager approach that includes affiliated and third-party managers, employing a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
Ryan S
Series 63, Series 65
Orlando, FL
Hightower Advisors
Ryan Staton is a financial advisor at Hightower Advisors with 8 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Allgen Financial Advisors, Inc. and Charles Schwab & Co., Inc. Ryan serves as an HOA board member and manages vacation rental properties in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and access to a broad range of investment vehicles.
Tamara A
CFP®, Series 63, Series 66
Orlando, FL
Hightower Advisors
Tamara Anderson is a CFP® practitioner at Hightower Advisors with six years of industry experience. She has held roles at Fidelity Investments and Charles Schwab prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and pooled investment vehicles. The firm employs a multi-manager investment approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.
Christopher D
CFA®, Series 63, Series 65
Orlando, FL
Hightower Advisors
Christopher Driver is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. His prior experience includes roles at Resource Consulting Group, Inc., Driver Capital, LLC, Zeke Capital, and Warren Averett Asset Management, LLC. 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 alongside proprietary research and diverse portfolio construction strategies.
Ernest P
CFP®
Orlando, FL
Hightower Advisors
Ernest Phillips is a CFP® professional with 19 years of industry experience, currently with Hightower Advisors since 2024. He previously worked for Resource Consulting Group for 22 years. Based in Orlando, FL, he is part of a large enterprise firm known for serving a broad mix of individual and institutional clients. Hightower Advisors provides investment advisory and planning services to pension and profit-sharing plans, charitable organizations, corporations, trusts, and other financial institutions. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment products.
Jacob L
CFP®, Series 66
Orlando, FL
Hightower Advisors
Jacob Land is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at Resource Consulting Group and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.
Michael D
CFP®
Orlando, FL
Hightower Advisors
Michael Davis is a CFP® with 37 years of industry experience. He has been with Hightower Advisors since 2024 and previously worked at Resource Consulting Group from 2015 to 2024. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a broad mix 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.
Michael M
CFP®
Orlando, FL
Hightower Advisors
Michael Masur is a CFP® professional with 17 years of experience in financial advising. He has worked at HighTower Advisors since 2024 and previously spent nine years with Resource Consulting Group. He is based in Orlando, FL. HighTower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to diverse investment vehicles and customized portfolio construction.
Kimberly S
CFP®, Series 65
Orlando, FL
Hightower Advisors
Kimberly Sterling is a CFP® and holds a Series 65 license with 26 years of industry experience. She is currently with Hightower Advisors and previously worked for nine years at Resource Consulting Group. 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, with services spanning portfolio management, financial planning, and retirement consulting.
Linda P
CFP®
Orlando, FL
Hightower Advisors
Linda Palonen is a CFP® professional with 17 years of experience in the financial advisory industry. She has worked with Resource Consulting Group for 18 years before joining Hightower Advisors in 2024. Linda is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes both affiliated and third-party managers.
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