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Brennian A

Series 65

Purchase, NY

Hightower Advisors

Brennian Antell is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds a Series 65 credential and has previously worked at Altium Wealth Management LLC and Hightower Altium Holding, LLC. Outside of advisory work, he is involved in insurance advice and sales through Altium Planning, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s approach features multi-manager solutions and manager selection, offering access to both affiliated and third-party managers with a broad range of investment options.

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

Series 66

Austin, TX

Hightower Advisors

Robert Graham is a financial advisor with Hightower Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower in various capacities since 2015, with a two-year period of self-employment. Outside of his advisory role, Graham serves on the City of Irvine Investment Advisory Committee and is involved with the Orange County Sheriff’s Advisory Council and their Professional Service Responder program. 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 combines manager selection with multi-manager solutions involving both affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

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

Series 63, Series 65

Henderson, NV

Hightower Advisors

Hugh Anderson III is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory role, he is a general partner managing investments for HDIII L.P., an estate planning entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm emphasizes multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment products.

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

Series 65

Los Angeles, CA

Hightower Advisors

Shane Huey is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with six years at the firm. He began his career at Hightower Advisors in 2020 following seven years as a student. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customizable portfolio construction.

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

Series 66

San Diego, CA

Hightower Advisors

Ryan Green is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2017 and previously at UBS Financial Services from 2014 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and strategies.

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

CFP®, CFA®, Series 66

Greemsboro, NC

Hightower Advisors

James Joyce is a CFP®, CFA®, and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 17 years at Stearns Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse group 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, utilizing a combination of affiliated and third-party managers and proprietary research.

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

Series 66

Mission Woods, KS

Hightower Advisors

Blake Mc Govern is a Series 66-credentialed advisor at Hightower Advisors with one year of industry experience. His prior roles include positions at Mylo, LLC, Indian Hills Country Club, and Finney's Crafthouse & Kitchen. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions, combining affiliated and third-party managers, and offers services including 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
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Nicholas G

Series 65

Cleveland, OH

Hightower Advisors

Nicholas Gatins is a financial advisor at Hightower Advisors in Cleveland, OH, holding a Series 65 designation. He joined Hightower Advisors in 2026 and has prior work experience at Signet Jewelers, PCC Airfoils, West Virginia University Foundation, West Virginia University, and Washington & Jefferson College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers comprehensive portfolio management, financial planning, and retirement consulting services, supported by proprietary research and operational tools.

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

Series 66

Folsom, CA

Hightower Advisors

Matthew Richardson is a Series 66-credentialed financial advisor at Hightower Advisors with four years of industry experience. Prior to joining Hightower in 2022, he worked at Northwestern Mutual Investment Services LLC and Jacob LaFond. He has held roles outside finance, including a position with Jacks Urban Eats and experience at Richardsons Concrete Effects. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement consulting services.

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

CFP®, Series 66

Houston, TX

Hightower Advisors

Braxton Bartlett is a CFP® with seven years of industry experience, currently serving at Hightower Advisors. He has previously worked at STA Wealth Management, Wealth Enhancement Advisory Services, and LPL Financial. Bartlett is based in Houston, TX. 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 employs a manager selection approach with multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles.

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

CFP®, CFA®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Stewart Beach is a financial advisor with Hightower Advisors in Chicago, IL, holding the CFP® and CFA® designations along with Series 63 and 65 licenses. He has 30 years of industry experience, including ten years each at Ausdal Financial Partners, Inc. and Clear Perspective Advisors LLC. Beach serves as a board member of the Dunham Fund, a private foundation providing grants to local nonprofits, and of Plum Landing, a nonprofit retirement home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. Their advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a broad range of investment vehicles and portfolio construction strategies.

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

Series 65

Dallas, TX

Hightower Advisors

Brian Hattendorf is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 20 years before joining Hightower Advisors in 2020. Hightower provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. 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.

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

CFP®

Cleveland, OH

Hightower Advisors

Peter Devito is a CFP® professional with 19 years of industry experience. He has been with Hightower Advisors since 2019 and previously worked at WealthTrust Fairport, LLC for 12 years. He is based in Cleveland, OH. 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’s advisory approach focuses on manager selection and multi-manager solutions, using a combination of affiliated and third-party managers alongside proprietary research and various investment vehicles.

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

CFP®

Waltham, MA

Hightower Advisors

Jeffrey Harrington is a CFP® professional based in Waltham, MA, with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years with Argent Wealth Management LLC. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a multi-manager approach that includes affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles to meet client needs.

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

Series 65

Memphis, TN

Hightower Advisors

Mallory Podesta is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds the Series 65 designation and has worked at Hightower Advisors since 2019, following seven years at Green Square Capital LLC. 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, utilizing both affiliated and third-party managers supported by proprietary research and portfolio construction techniques.

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

Series 63, Series 66

Chicago, IL

Hightower Advisors

Grove Mower is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at Wayne Hummer Investments L.L.C. for 20 years before joining HighTower Securities, LLC, where he has been since 2018. In addition to his advisory work, he writes and publishes fiction books through his own publishing company, Snafu Publications 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 proprietary research and a variety of investment vehicles 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
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Michael L

CFP®, Series 63, Series 65

Punta Gorda, FL

Hightower Advisors

Michael Landsberg is a Certified Financial Planner (CFP®) with over 33 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, following previous roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Landsberg is based in Punta Gorda, Florida. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach includes multi-manager solutions featuring affiliated and third-party managers, proprietary research, and a range of investment options 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
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Marybeth B

CFP®, Series 65

North Andover, MA

Hightower Advisors

Marybeth Breed is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 12 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of portfolio construction options.

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

Series 63

Ponte Vedra Beach, FL

Hightower Advisors

Charles Hyman is a financial advisor with Hightower Advisors, holding a Series 63 designation and 27 years of industry experience. He was previously principal at Charles D. Hyman & Co for 40 years before joining Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment strategies and operational features.

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