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Tyler S

Series 65, Series 63

Williamsville, NY

Hightower Advisors

Tyler Schmitt is a financial advisor with Hightower Advisors, holding Series 65 and Series 63 credentials and 11 years of industry experience. His prior roles include positions at Legg Mason Investor Services and Franklin Templeton Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach includes multi-manager solutions and proprietary research, offering both discretionary and non-discretionary portfolio management along with access to a broad 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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Christian D

CFP®

Marlton, NJ

Hightower Advisors

Christian De Lorenzo is a CFP® affiliated with Hightower Advisors, based in Marlton, NJ, with one year of industry experience. Prior to joining Hightower, he worked at Meyer Capital Group and has been a licensed real estate agent with RE/MAX of Princeton. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions that include 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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Howell F

Series 63, Series 65

Dallas, TX

Hightower Advisors

Howell Florence is a financial advisor with Hightower Advisors in Dallas, TX. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Prior to joining Hightower in 2022, he worked at Fisher Investments, USAA Investment Management Company, and USAA Financial Planning Services. 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 both affiliated and third-party managers alongside proprietary research and custom portfolio construction.

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

Series 66

Huntsville, AL

Hightower Advisors

Zachary Cole is a financial advisor at Hightower Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at 1638 Digital, ValleyMLS.com, and the University of Alabama. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach and proprietary research to deliver 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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Shamus C

Series 65

Waltham, MA

Hightower Advisors

Shamus Coyne is a financial advisor at Hightower Advisors with two years of industry experience and a Series 65 credential. Prior to joining Hightower in 2022, he worked at Navint Partners LLC and Green Oak Financial Services and has a background that includes entrepreneurial experience with The Cookie Monstah. 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 both affiliated and third-party managers and offers services such as 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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Jeremy P

Series 66

West Palm Beach, FL

Hightower Advisors

Jeremy Polon is a financial advisor with Hightower Advisors, holding a Series 66 designation and four years of industry experience. He has previously worked at LPL Financial and Lucia Capital Group since 2020, as well as Trademark Venues, Northwestern Mutual, and Calabasas Country Club. Hightower Advisors provides investment advisory and planning services to a broad 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 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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Ronit S

Series 65

Harrison, NY

Hightower Advisors

Ronit Shah is a Series 65 licensed advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower Advisors in 2025, Shah held roles at Drexel University, Alkali Partners, Glenmede, and Vette.io. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory 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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Rayna A

CFP®

West Palm Beach, FL

Hightower Advisors

Rayna Austin is a CFP® with eight years of experience at Hightower Advisors and four years of prior self-employment, totaling twelve years in the financial industry. She is based in West Palm Beach, 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, utilizing both affiliated and third-party managers, and employs proprietary research and portfolio construction techniques that 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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Erick R

Series 66

Bethesda, MD

Hightower Advisors

Erick Roshelli is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Hightower in 2019. Outside of advisory activities, he has an ownership interest in a rental property. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction that integrates 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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Nicole R

CFP®

Orlando, FL

Hightower Advisors

Nicole Regilio is a CFP® professional based in Orlando, FL, with 18 years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years at 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 customized portfolio construction.

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

CFP®, Series 63

Bellevue, WA

Hightower Advisors

Benjamin Johnson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Prior to joining Hightower, he worked for Highland Private Wealth Management for 11 years. 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 multi-manager solutions and proprietary research to support portfolio construction 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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Bruce T

Series 63

Lexington, MA

Hightower Advisors

Bruce Thompson is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds a Series 63 designation and was previously with Thompson Wealth Management, Ltd. for 23 years before joining Hightower in 2021. 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 strategies, utilizing both affiliated and third-party managers alongside proprietary research.

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

Series 66

Austin, TX

Hightower Advisors

William Bruner is a financial advisor at Hightower Advisors with a Series 66 designation and three years of industry experience. Prior to joining Hightower Advisors, he worked at Dell Technologies and Chicken Express. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, with offerings that include 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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Mingdong T

Series 66

Deerfield, IL

Hightower Advisors

Mingdong Tan is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of his advisory work, he serves on the board of Asphalt Plus LLC, a construction company. 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, utilizing both affiliated and third-party managers alongside 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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James O

CFP®, Series 63, Series 66

Portsmouth, NH

Hightower Advisors

James O Connor is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Hightower in 2023, he worked at Vigilant Capital Management, LLC and Columbia Management Investment Distributors Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, with services such as 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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Nicholas L

CFP®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Nicholas Latko is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Ausdal Financial Partners, Inc. and Clear Perspective LLC for ten years each. Outside of his advisory role, Latko is a co-owner of Perspire Sauna Studio and serves as a board member of the F3 Naperville Foundation, where he assists with event planning and organizational direction. 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 affiliated and third-party managers across various 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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Kristin B

CFP®, Series 63

Almo, CA

Hightower Advisors

Kristin Bartlow is a CFP® with 16 years of industry experience, currently affiliated with Hightower Advisors. Her prior experience includes roles at Journey Strategic Wealth LLC and Northwestern Mutual Wealth Management Company. She is the owner of Kristin Bartlow, LLC, a legal business entity. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes multi-manager solutions and manager selection, 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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Joel D

CFP®, Series 63, Series 65

Marlton, NJ

Hightower Advisors

Joel Davis is a CFP® professional with 11 years of industry experience currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, and Wells Fargo entities. Additionally, he works as an insurance agent selling life and annuity products and supports tax planning and preparation through a separate tax advising firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management, multi-manager solutions, and the use of 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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Michael K

Series 66

Mission Woods, KS

Hightower Advisors

Michael Keegan is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Before joining Hightower, he worked in various roles including positions at Ace Hardware and Washburn University. 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 multi-manager solutions, including the use of 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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Timothy L

Series 66

Wichita, KS

Hightower Advisors

Timothy Lynch is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Bank of America, Merrill, Keebeck Wealth Management, and entrepreneurial work as a self-employed advisor. Lynch is based in Wichita, KS. 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 along with proprietary research and comprehensive portfolio construction.

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