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Grady W
Verified by Warmer
CFP®, CIMA®
Cranberry Township, PA
The Bahnsen Group
Grady Wirth is a Private Wealth Advisor with The Bahnsen Group, serving high-net-worth individuals, executives, pre-retirees, and retirees who want a clearer, more disciplined plan for turning wealth into lasting income. Grady works best with households who have accumulated meaningful assets and are now asking bigger questions: Can my portfolio support my lifestyle? How do I create income that can rise over time? How do I manage taxes in retirement? How do I coordinate investment decisions, estate planning, insurance, cash flow, and legacy goals into one understandable strategy? His approach is especially valuable for clients between ages 55 and 70 who are preparing for retirement or already living from their portfolio. Rather than relying on generic allocation models or annuity-first solutions, Grady helps clients build tax-aware, income-focused portfolios rooted in The Bahnsen Group’s core dividend growth investment philosophy. Clients often come to Grady because they want someone who can make complex financial decisions feel simple. His style is straightforward, educational, and calm. He takes time to explain not just what the plan is, but why it works, how each piece fits together, and what clients should expect along the way. As a CFP® and CIMA® professional with 12 years of industry experience, Grady focuses on retirement income planning, tax planning, investment management, estate and legacy planning coordination, Social Security strategy, Roth conversion planning, risk management, insurance planning, cash-flow planning, and multi-generational wealth planning. Grady leads The Bahnsen Group’s Pittsburgh presence and is supported by a three-person team. The Bahnsen Group is a nationally recognized private wealth management firm known for its dividend growth investment philosophy and comprehensive approach to wealth management. Grady is a strong fit for clients who want a long-term advisory relationship, value thoughtful guidance, and are looking for a clear plan they can understand and follow. He is generally not the right fit for do-it-yourself investors who prefer to manage every decision independently. To explore whether there may be a mutual fit, schedule a 15-minute introductory call with Grady.
Eric R
CFP®, Series 63, Series 65
San Antonio, TX
Hightower Advisors
Eric Reid is a CFP® with 25 years of experience in financial advising. He is currently with Hightower Advisors, where he has worked since 2020, and previously held roles at Frontier Investment Management, Bank of America, and Merrill. In addition to his advisory work, Reid teaches management, finance, and Certified Financial Planning coursework part-time at the University of the Incarnate Word in San Antonio. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.
Kendra G
Series 63, Series 66
Charlotte, NC
Hightower Advisors
Kendra Gray is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Hornor, Townsend and Kent, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm utilizes a multi-manager approach with discretionary and non-discretionary portfolio management, incorporating both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.
Cheryl C
Series 63, Series 66
Las Vegas, NV
Hightower Advisors
Cheryl Callahan is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2014. Based in Las Vegas, NV, her career includes over a decade at her current firm. 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 management and financial planning services.
Sean B
Series 63, Series 66
Colorado Springs, CO
Hightower Advisors
Sean Byers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Hightower Advisors since 2018 and previously held positions at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in numismatics, buying and selling gold and silver coins through eBay and coin shows. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager portfolio solutions, including access to proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
Matthew M
Series 66
Chicago, IL
Hightower Advisors
Matthew Mc Kibben is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Hightower in 2025, he worked at Edward Jones and Fifth Third Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes proprietary research, alternative investments, and customized portfolio solutions.
James G
CFP®, Series 63, Series 65
Purchase, NY
Hightower Advisors
James Giangrande is a CFP® professional with 24 years of industry experience, currently advising at Hightower Advisors since 2023. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He conducts quarterly goal planning workshops and receives referral fees related to human resource software introductions to 401(k) clients. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party investment managers.
Stephanie B
Series 63, Series 65
San Diego, CA
Hightower Advisors
Stephanie Bryan is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Delphi Private Advisors and AlphaCore Capital. Bryan is based in San Diego, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, offering a range of portfolio management, financial planning, and retirement consulting services.
Peter L
Series 63, Series 65
Rye, NY
Hightower Advisors
Peter Lang is a financial advisor with Hightower Advisors in Rye, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles to address diverse client needs.
Nico M
Series 66
Watertown, NY
Hightower Advisors
Nico Morgia is a financial advisor with Hightower Advisors, holding a Series 66 credential and nine years of industry experience. He has worked with HighTower Securities, LLC since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach using both affiliated and third-party managers, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.
Sarah M
Series 65, Series 63
Madison, NJ
Hightower Advisors
Sarah Melzer is a financial advisor at Hightower Advisors with seven years of industry experience. She holds Series 65 and Series 63 certifications. Her prior roles include positions at Bay Point Wealth and Raymond James & Associates. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.
Robert H
CFA®, Series 65, Series 63
Naples, FL
Hightower Advisors
Robert Hannon is a CFA® charterholder and holds Series 65 and Series 63 licenses, with six years of experience in the financial industry. He is currently with Hightower Advisors and has prior experience at Citizens Securities, Clarfeld Financial Advisors, OneVision, Nomura Securities International, and Income Research & Management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutional investors, pension plans, and charitable organizations. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles to deliver customized portfolio management and financial planning solutions.
Teresa T
CFP®, Series 65
Greensboro, NC
Hightower Advisors
Teresa Talton is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Hightower Advisors since 2020, following prior roles at Stearns Financial Group and Allgen Financial Services, Inc. Teresa is based in Greensboro, NC. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party investment managers across various strategies and asset classes.
David B
CFA®, Series 63, Series 65
Arlington, VA
Hightower Advisors
David Beatson is a CFA® charterholder with 24 years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 11 years at Alexandria Capital. Based in Arlington, VA, he holds the 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 emphasizes manager selection and multi-manager strategies, offering both affiliated and third-party managers, with a portfolio approach that includes mutual funds, ETFs, alternative investments, and custom indexing.
David G
CFP®, Series 66
Spokane, WA
Hightower Advisors
David Gordon is a CFP® with 18 years of experience in financial advising. He is currently with Hightower Advisors and has previously worked at Ten Capital Wealth Advisors, LLC and Mutual Advisors, LLC. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.
Julian B
CFP®, Series 65
Chicago, IL
Hightower Advisors
Julian Bell is a CFP® with four years of industry experience and is currently an advisor at Hightower Advisors in Chicago. Prior to joining Hightower in 2025, he worked at Plante Moran Financial Advisors from 2019 to 2025. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individuals, institutional investors, and charitable organizations. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction, offering a range of discretionary and non-discretionary services tailored to various client needs.
Danna J
Series 66
Henderson, NV
Hightower Advisors
Danna Jarvis is a financial advisor with Hightower Advisors in Henderson, NV, holding a Series 66 license and 18 years of industry experience. She has been with Hightower Advisors and Hightower Securities since 2012. Outside of her advisory role, she serves as an assistant basketball coach for a Clark County School District team. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to both affiliated and third-party managers, utilizing proprietary research and multi-manager strategies.
Jack F
CFP®
Lexington, MA
Hightower Advisors
Jack Freedman is a CFP® professional affiliated with Hightower Advisors, based in Lexington, MA, with two years of industry experience. Prior to joining Hightower Advisors in 2024, he worked at Bickling Financial Services from 2021 to 2024 and attended Bentley University from 2018 to 2022. He is also the owner of Creatore LLC, a marketing company he started in 2024. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with an emphasis on manager selection and multi-manager solutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds, supported by proprietary research and a variety of investment strategies.
Solomon C
CFP®, Series 63, Series 65
Dallas, TX
Hightower Advisors
Solomon Cartier is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His career includes roles at USAA Investment Management Company, Under Armour, and International Assets Advisory, among others. Outside of finance, Cartier is an instructor for Dart Combatives, a martial arts training business he has been involved with since 2001. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm utilizes a manager selection approach with both affiliated and third-party managers and offers a range of strategies encompassing mutual funds, ETFs, alternative investments, and custom indexing.
Christina M
Series 66
Omaha, NE
Hightower Advisors
Christina Muska is a financial advisor at Hightower Advisors in Omaha, NE, holding the Series 66 designation with three years of industry experience. She has worked at Hightower Advisors since 2022 and was previously employed at Physicians Mutual. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and access to both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, with expertise in managing cross-border exposures and institutional mandates.
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