Laurie Adams is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Journey Strategic Wealth LLC and Eagle Strategies (NY Life). Laurie is also appointed with outside insurance carriers to broker certain non-registered insurance products. 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, and offers a range of portfolio management and financial planning services.

Joel Pietila is a financial advisor with Hightower Advisors in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Hightower Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc. He has also held roles in education at Hillsdale College, Heritage Academy Gateway, and Benjamin Franklin Charter 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, offering discretionary and non-discretionary portfolio management along with access to proprietary research and a variety of investment vehicles.

Douglas Harkins is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for eight years before joining Hightower Advisors in 2022. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach with both affiliated and third-party managers and offers a variety of portfolio management and consulting services.

James Duke is a financial advisor with Hightower Advisors in Memphis, TN, holding a Series 65 credential and offering nine years of industry experience. Prior to joining Hightower in 2019, he worked at Green Square Capital LLC for three years. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.

Brandon Keesee is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously held roles at Frontier Investment Management Co. and Cracker Barrel Old Country Store. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

David Wisehaupt is a financial advisor at Hightower Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2008. Based in Palm Beach Gardens, FL, he is part of an enterprise firm with over 1,000 advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers, and utilizes proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Jason Ezzell is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill Lynch since 1999 and Bank of America since 2011, joining Hightower Advisors in 2014. Outside of his advisory work, he operates a vehicle rental on the Turo car sharing app in Oahu, Hawaii. 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, offering access to various investment vehicles and proprietary research through its network of advisor practices.

Phillip Williams Jr is a financial advisor with Hightower Advisors in Greensboro, NC, holding a Series 63 designation and 14 years of industry experience. His prior roles include multiple positions at Stearns Financial Group and a year at Innosphere. He serves on the Board of Advisors for Grubb Southeast Real Estate Fund VI, LLC. 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.

Lee Samson is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 65 registrations and over 33 years of industry experience. His prior roles include fourteen years at UBS Financial Services and four years at Lindbrook Capital, LLC. He serves as a trustee for a family irrevocable trust. 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 along with proprietary research and a range of investment vehicles.

Stephanie Link is a financial advisor at Hightower Advisors in Chicago, IL, with six years at the firm and a total of seven years in the industry. She holds Series 63 and Series 65 credentials. Prior to joining Hightower, she worked at TIAA CREF/Nuveen for four years. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s approach emphasizes multi-manager solutions, proprietary research, and a range of portfolio management options including mutual funds, ETFs, alternative investments, and custom indexing.

Robin Stone is a financial advisor with Hightower Advisors who holds the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 11 years at Leonetti & Associates and nine years at Hightower Advisors. He is based in Buffalo Grove, Illinois. Hightower Advisors serves a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, incorporating proprietary research and a variety of investment vehicles in its advisory approach.

Kalli Greenlee is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. 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 with access to affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

William Dugdale is a financial advisor with Hightower Advisors holding a Series 65 designation. He has prior experience at Eight Eleven Groupo, Compass Real Estate, Diamond Capital Management, and The National Bank of Indianapolis. Dugdale is based in Indianapolis, IN. 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 through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.

Benjamin Heeren is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including CWM, LLC, Cetera Advisor Networks, Dome Holdings Inc, W&R Insurance Agencies, and Waddell & Reed, Inc. Heeren has been with Hightower since 2022. 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, offering access to affiliated and third-party managers across various investment vehicles and strategies.

Ira Utay is a CFP®-credentialed financial advisor with 21 years of industry experience, currently serving at Hightower Advisors since 2020. His prior roles include positions at Frontier Investment Management, USAA Investment Management, USAA Financial Planning Services, Merrill, Banc of America Investment Services, and UBS Financial Services. Based in Dallas, TX, Utay’s background encompasses both individual and institutional financial planning and investment management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and financial institutions. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Todd Morgan is a financial advisor at Hightower Advisors with over 56 years of industry experience. His prior roles include leadership positions at Bel Air Investment Advisors LLC and its affiliated entities. Morgan also serves as a strategic consultant for an entertainment production company, Silver-Katz Holdings, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Joseph Rosol is a CFP® with 14 years of industry experience and has been with HighTower Advisors since 2016. He is based in Los Angeles, CA, and holds a Series 65 license. 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 a variety of investment vehicles.

Clara Humphrey is a financial advisor at Hightower Advisors with six years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and TD Bank. Clara is also involved with Capital Management Group in Pearl River, NY, providing investment and planning services. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s approach emphasizes manager selection, multi-manager solutions, and proprietary research, serving both discretionary and non-discretionary portfolio management needs.

Nicole Serio is a financial advisor at Hightower Advisors with four years of industry experience. She holds the Series 65 and Series 66 designations. Prior to joining Hightower Advisors, she held several roles at Saint Joseph’s University and the Packanack Lake Community Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach utilizing affiliated and third-party managers and offers a variety of investment vehicles and portfolio management solutions.

Alexandra Kerrigan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Dimensional Fund Advisors for 9 years before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to proprietary research and a variety of investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.