Orlando, FL Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

18

Of 1,039 advisors across 223 offices

Location

Capital Plaza Two; Capital Plaza Two, 301 E Pine St Suite 600

Orlando FL 32801

Advisors at this office

18

Advisors at this office

user avatar

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
View complete list of advisors at this office
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 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")