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Michael E

CFA®, Series 63

North Andover, MA

Hightower Advisors

Michael Edwards is a CFA® charterholder with 21 years of industry experience. He is currently a financial advisor with Hightower Advisors and previously worked at Municrest Investment Management Company, LLC and Boston Hill Advisors, Inc. Outside of his advisory role, he serves as an editor for the New Hampshire sections of an internet-based magazine focused on outdoor sports. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing a manager selection and multi-manager approach that includes 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
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Alexandria H

Series 65, Series 63

San Diego, CA

Hightower Advisors

Alexandria Harris is a financial advisor with Hightower Advisors in San Diego, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at Hightower Advisers, LLC since 2019 and Delphi Private Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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
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Darren L

Series 66, Series 63

Newport Beach, CA

Hightower Advisors

Darren Lightfoot is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on multi-manager solutions and offers access to affiliated and third-party managers, employing proprietary research and a variety of portfolio construction techniques.

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

Series 65

Princeton Junction, NJ

Hightower Advisors

Yu Oen is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds a Series 65 designation and previously worked at Optimal Portfolio, LLC for 12 years before joining Hightower in 2022. 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 a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers access to a wide range of investment vehicles and customized portfolio solutions.

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

CFP®, Series 63, Series 65

Williamsville, NY

Hightower Advisors

Thomas Volpini is a CFP® with 38 years of industry experience, currently serving at Hightower Advisors since 2017. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory work, he serves as a reserve with the Erie County Sheriff Reserve in New York. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, pension plans, charitable organizations, and financial institutions. 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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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
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Erin M

Series 65

Chicago, IL

Hightower Advisors

Erin Murphy is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Wintrust Wealth Services for eight years. Outside of finance, she founded and operated Black Cat Yoga, a yoga and wellness studio, where she was involved in teaching classes and managing business operations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering portfolio management, financial planning, and retirement consulting solutions.

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

Series 66

New York, NY

Hightower Advisors

Ashley Rush is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds a Series 66 designation and has previous experience at Bank of America and Merrill. 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 proprietary research and a variety of investment vehicles across discretionary and non-discretionary portfolio management strategies.

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

Series 66

Wayne, PA

Hightower Advisors

Jeremiah Riethmiller is a financial advisor with Hightower Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Hightower Securities since 2015. Outside of his advisory role, he serves on the Business Economics Advisory Board for Penn State Erie, providing curriculum input and supporting the business program through occasional consultations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across 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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Marie M

Series 66

Mission Woods, KS

Hightower Advisors

Marie Mc Graw is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at The Colt Group and RPS Financial. Outside of her advisory role, she assists with HR and bookkeeping tasks at a family-owned fire and flood restoration business. 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 across various 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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Molly M

Series 66

New York City, NY

Hightower Advisors

Molly Manning is a financial advisor at Hightower Advisors in New York City with 12 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2013. 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 across various investment vehicles, including alternative investments and tax-managed strategies.

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

CFA®, Series 63, Series 66

New York, NY

Hightower Advisors

Sean Rooney is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Hightower Advisors, where he has worked since 2019. His prior experience includes roles at Alvarez and Marsal and Lucid Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with 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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Raphael L

CFA®, Series 63

Arlington, VA

Hightower Advisors

Raphael Lewis is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Alexandria Capital from 2017 to 2021 and FIC Capital from 2012 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, with an emphasis on manager selection and multi-manager solutions utilizing both affiliated and third-party managers.

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

Series 63, Series 65

Bethesda, MD

Hightower Advisors

Jeffrey Leventhal is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2011. Outside of advisory work, he serves on the board of directors for a custodial care business for the elderly and participates in an investment education initiative for Maryland football players. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers.

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

Series 66

Chantilly, VA

Hightower Advisors

Cristina Lipson is a financial advisor at Hightower Advisors with 18 years of industry experience and holds the Series 66 designation. Her career includes roles at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Grove Point Investments. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm’s approach emphasizes manager selection, multi-manager solutions, and access to a range of investment vehicles, supported by proprietary research and operational features such as monitoring and rebalancing.

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

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Dorothy Bickling is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Purshe Kaplan Sterling Investments and operated Bickling Financial Services, Inc. for over three decades. She is also a board member of Weld Greeley, 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 proprietary research and access to alternative investments. The firm supports various portfolio management strategies and emphasizes operational features such as monitoring, rebalancing, and trading efficiencies.

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

Series 65, Series 63

New York, NY

Hightower Advisors

Jonathon Gruber is a financial advisor with Hightower Advisors in New York, NY, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Hightower, he worked at Kovitz Investment Group Partners and iCapital. Outside of finance, he has residual income from acting projects under his stage name BJ Gruber. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers, along with proprietary research and customized portfolio construction.

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

Series 65

Bellevue, WA

Hightower Advisors

Michael Milojevich is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 65 designation and has previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. He is based in Bellevue, WA. 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 across various 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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Adam D

CFP®, Series 63, Series 66

Centennial, CO

Hightower Advisors

Adam Dechtman is a CFP® professional with 12 years of industry experience, currently with Hightower Advisors since 2025. His prior roles include founding Dechtman Wealth Management, LLC and positions at Securities America and John Hancock. He also operates as an independent insurance agent outside of his advisory work. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm’s approach combines manager selection with 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
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Ryan P

Series 66

Dallas, TX

Hightower Advisors

Ryan Primrose is a Series 66-licensed financial advisor with Hightower Advisors in Dallas, TX, where he has worked since 2019. He has three years of prior experience at JP Morgan Chase Bank. Primrose has a total of seven years in the industry. 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 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.

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