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Emily F

CFP®, Series 63

Buffalo, NY

Hightower Advisors

Emily Ford is a CFP® with seven years of industry experience, currently an advisor at Hightower Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company, ESAS, LLC, and Russell Schwartzbeck. 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, discretionary and non-discretionary portfolio management, and access to alternative investments and custom indexing strategies.

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

Series 63, Series 65

Fort Myers, FL

Hightower Advisors

Craig Jones is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, CETERA Advisor Networks, and Osaic. He is based in Fort Myers, FL. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach features multi-manager solutions and access to proprietary research, offering a range of 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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Ai W

Series 65, Series 63

North Andover, MA

Hightower Advisors

Ai Welch is a financial advisor with Hightower Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Northwestern Mutual Life for 27 years before joining Hightower Advisors in 2023. Hightower Advisors serves a broad mix of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s approach includes multi-manager solutions, proprietary research, and customized portfolio construction involving 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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Jeffrey D

Series 66

Newport Beach, CA

Hightower Advisors

Jeffrey Davis is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Raymond James & Associates and Ameriprise Financial Services. His background includes roles in financial services as well as outside employment related to investment activities. 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 along with 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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Roman C

Series 63, Series 66

Chicago, IL

Hightower Advisors

Roman Ciosek is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower Advisors since 2010. The firm provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. Hightower emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment strategies.

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

Series 63, Series 65

New York, NY

Hightower Advisors

Jeffrey Vogel is a financial advisor at Hightower Advisors with 28 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, HighTower Securities, LLC, since 2014. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

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

Series 66

New York, NY

Hightower Advisors

Karen Fortunato is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Edward Jones. Prior to her financial career, she was employed in the food service industry. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research, discretionary and non-discretionary portfolio management, and access to alternative investments and private funds.

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

Series 63, Series 65

New York, NY

Hightower Advisors

Robert Krumme is a financial advisor at Hightower Advisors in New York, NY, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Muriel Siebert & Co, Similarweb, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with access to mutual funds, ETFs, alternative investments, and custom indexing strategies.

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

Series 65, Series 63

Dallas, TX

Hightower Advisors

Brooks Panhans is a financial advisor at Hightower Advisors with seven years of industry experience. He previously worked at JPMorgan Securities and JPMorgan Chase Bank. Outside of finance, he is a passive investor in 4Minds AI, a startup developing an enterprise AI platform for custom, domain-specific AI models. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm 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
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Michael C

Series 66

Chicago, IL

Hightower Advisors

Michael Camiliere is a financial advisor with Hightower Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Hightower Advisors and its affiliated entities since 2012, with prior experience at William Blair. Based in Chicago, IL, he provides advisory services through Hightower's platform. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach that includes affiliated and third-party managers, proprietary research, and 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
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Micah S

Series 65

West Palm Beach, FL

Hightower Advisors

Micah Sawyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and located in West Palm Beach, FL. Although new to the industry, Sawyer has held a series of roles across several firms, including The Bahnsen Group and The Dolben Company. Outside of financial services, Sawyer has experience working with Gypsy Life Surf Shop. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

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

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Peter Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Thompson Wealth Management, Ltd. and Winalytics. 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’s advisory approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by 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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Tyler S

Series 65

Fort Worth, TX

Hightower Advisors

Tyler Seibold is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Deloitte Tax LLP and Invoke Tax Partners, and he attended Texas A&M University. 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 affiliated and third-party managers along with proprietary research to deliver 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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Conner H

CFA®, Series 63

Mission Woods, KS

Hightower Advisors

Conner Hanlon is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2022. His prior experience includes roles at Msec, LLC, Mariner Wealth Advisors, and BOKF, NA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers across 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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Katherine O

Series 66

New York, NY

Hightower Advisors

Katherine O'Connor is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America Private Bank, Berman Capital Advisors, Lawrence Kelly and Associates, and OCD Management. Hightower Advisors provides investment advisory and planning services to a broad 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, proprietary research, and diversified portfolio construction strategies.

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

CFP®, Series 63, Series 66

Dallas, TX

Hightower Advisors

Bradley Mcconkey is a CFP® certificant with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020 and was previously with Frontier Investment Management Co for seven years. He is based in Dallas, TX. 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’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with 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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Danielle M

CFP®

Marlton, NJ

Hightower Advisors

Danielle Margulis is a CFP® professional with 17 years of industry experience. She is currently with Hightower Advisors, where she has worked since 2023, following prior roles at Meyer Capital Group and Pennsylvania Capital Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes 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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Patrick D

Series 66

New Orleans, LA

Hightower Advisors

Patrick Dugan is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities, Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He is based in New Orleans, LA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and customized indexing strategies.

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

Series 66

Fairfield, NJ

Hightower Advisors

Steven Gelber is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with several firms including LPL Financial, Cetera Advisor Networks, and CWM, LLC. Gelber's current tenure at Hightower Advisors and Hightower Securities spans eight years. 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 emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across 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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Shaan B

ChFC®

Los Angeles, CA

Hightower Advisors

Shaan Baren is a ChFC® credentialed financial advisor at Hightower Advisors with seven years at the firm and four years of industry experience. Prior to joining Hightower in 2019, he worked at LourdMurray from 2015 to 2019. He is a 33% partner in a private commercial lending fund through Like Father Like Son LLC, an activity he does not pursue during business hours. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual investors, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research and varied investment vehicles.

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