Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Thomas F
Series 63, Series 65
Bellevue, WA
OSAIC
Thomas Fowler is a financial advisor with OSAIC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His prior roles include 15 years at Woodbury Financial Services and ongoing involvement with Rainier Brokerage Group and Fowler Financial Group, where he serves as president. Outside of advisory work, Fowler is active as an elder committee member at Crossroads Bible Church and engages in public speaking and authoring financial articles. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to offer tailored portfolio management and third-party solutions.
Steven B
Series 63, Series 66
Bellevue, WA
OSAIC
Steven Beals is a financial advisor with OSAIC based in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He previously worked at Woodbury Financial Services for 10 years and has been with The Wealth Network for over two decades in leadership and advisory roles. Outside of financial advising, he engages in public address broadcasting for local sports teams. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and multiple platform options to manage portfolios with a broad range of investment products.
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