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Tarren B

Series 66

Mission Woods, KS

Hightower Advisors

Tarren Bingham is a Series 66-licensed financial advisor with Hightower Advisors, bringing three years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. Outside of his advisory work, he serves as director of a special needs ministry at his church, managing volunteers and coordinating support for families. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager investment approach, offering access to affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement consulting.

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

CFP®, CFA®, Series 63

Dallas, TX

Hightower Advisors

Wayne Worthington is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Hightower in 2025, he worked at Smith Anglin Financial, LLC for six years and held positions at several other firms. 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 advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a 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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La Tika T

Series 66

Houston, TX

Hightower Advisors

La Tika Tillis is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds a Series 66 designation and previously spent 10 years at Streettalk Advisors, LLC before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

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

Series 65

Spokane, WA

Hightower Advisors

Maria Pollack is a financial advisor at Hightower Advisors with a Series 65 designation. She has two years of industry experience, including roles at TEN Capital Wealth Advisors and involvement with Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm employs a multi-manager investment approach, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles to serve its clients.

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

CFP®, Series 63, Series 66

Fresno, TX

Hightower Advisors

Benjamin Almeda is a CFP® with 17 years of experience in the financial industry. He is currently with Hightower Advisors and has prior experience at TD Ameritrade Investment Management, Charles Schwab, and Td Ameritrade. 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, 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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Jonathan M

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Jonathan Marcus is a CFP® with 18 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent over a decade with Raymond James Financial Services. He also has experience managing rental properties. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary portfolio management, and customized investment solutions.

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

Series 66

White Plains, NY

Hightower Advisors

Justin Perrotta is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at JP Morgan Chase and Tufts University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that include proprietary research and access to various investment vehicles.

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

Series 65

Chicago, IL

Hightower Advisors

Ann Marie Trepkowski is a financial advisor with Hightower Advisors, holding a Series 65 designation and based in Chicago, IL. She has nine years of prior experience at Mercer and five years at BGRS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm’s advisory model focuses on 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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Rodney V

CFA®

New York, NY

Hightower Advisors

Rodney Van Vlerken is a CFA® and financial advisor at Hightower Advisors with 11 years at the firm and 2 years of industry experience. He is based in New York, NY. 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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Matthew R

Series 65

Waltham, MA

Hightower Advisors

Matthew Ristuccia is a Series 65-licensed financial advisor with Hightower Advisors in Waltham, MA, and has 14 years of industry experience. He previously worked at Argent Wealth Management, LLC for six years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers, with a focus on 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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Patrick M

CFP®, Series 65

Madison, NJ

Hightower Advisors

Patrick Mccahill is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with HighTower Advisors since 2016 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2013 to 2016. Outside of his advisory role, he provides research analysis support for Gouldin & McCarthy and serves as a committee member for the Babbitt Ball-John Taylor Babbitt Foundation. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach with access to affiliated and third-party managers, leveraging proprietary research and various 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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Robert S

Series 66

Alpharetta, GA

Hightower Advisors

Robert Strickland is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2018, following prior roles at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory work, he provides consultative advice to the CEO of Advanced Combustion Energy Systems Inc., a company in which he holds an equity interest. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by 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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Deborah E

Series 66

Bethesda, MD

Hightower Advisors

Deborah Engle is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of her advisory work, she is involved in graphic design and event management through Finishing Touches Events and also engages in digital album designing and photo retouching with Clay and Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including 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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Alex H

CFP®, Series 66

Chicago, IL

Hightower Advisors

Alex Hoveln is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently with Hightower Advisors and has previously worked at Valmark Advisers, Inc. and EFG Advisors. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a variety 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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Daryl G

Series 66

Spokane, WA

Hightower Advisors

Daryl Geffken is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked for ten years at D.A. Davidson & Co. Geffken serves on the boards of the Spokane Sounders Soccer Club and Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions utilizing affiliated and third-party managers, with access to a range of investment vehicles including 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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Nathan O

Series 65

Dallas, TX

Hightower Advisors

Nathan Osuna is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Hightower in 2024, he served in the U.S. Army for ten years and worked at Texas Tech University for two years. 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. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on manager selection 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 D

Series 66

Half Moon Bay, CA

Hightower Advisors

Michael Denevi is a financial advisor with Hightower Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering a range of portfolio management and consulting services supported by proprietary research and access to various investment vehicles.

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

Series 66

Purchase, NY

Hightower Advisors

Dylan Curran is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Altium Wealth Management. His career includes roles at Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and corporations. The firm’s approach 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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Ammie W

Series 66

Wichita, KS

Hightower Advisors

Ammie Weidner is a financial advisor with Hightower Advisors, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Morgan Stanley, Citigroup Global Markets, and 6 Meridian LLC prior to joining Hightower in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that may include 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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Scott M

CFP®, Series 66

Westport, CT

Hightower Advisors

Scott Milford is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Westport, CT. His prior roles include positions at HighTower Securities LLC, Interlock Financial, Johnson Brunetti, and Strategies for Retirement, 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. The firm supports both discretionary and non-discretionary portfolio management alongside 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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