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Matthew P

CFP®, Series 66

Chicago, IL

Hightower Advisors

Matthew Parenti is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Private Vista, LLC and Kestra Financial Services, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions through affiliated and third-party managers, incorporating proprietary research and varied 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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Lanna S

Series 63, Series 66

Colorado Springs, CO

Hightower Advisors

Lanna Schroeder is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2008 to 2017. Outside of her advisory role, she is a part-time independent sales consultant for Rodan and Fields. Hightower Advisors serves a broad range of individual and institutional clients with investment advisory and planning services, utilizing a multi-manager investment approach that includes proprietary research and access to 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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Joena B

Series 63, Series 66

Dunedin, FL

Hightower Advisors

Joena Bartolini Mitchell is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Edelman Financial Engines, JBM Group, and Raymond James. Hightower Advisors provides investment advisory and planning services to a wide 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, and alternative investments.

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

Series 66

Boca Raton, FL

Hightower Advisors

Dominick Delvalle is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Florida Atlantic University, The Lerner Group, Whole Foods, The LEGO Store, and Somerset Academy Canyons. 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 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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Dax D

CFA®, Series 63, Series 65

Greensboro, NC

Hightower Advisors

Dax Dixson is a CFA® charterholder with nine years of industry experience. He has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Wells Fargo. He is based in Greensboro, NC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering services that span discretionary portfolio management, financial planning, and retirement consulting through its 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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David D

Series 63, Series 65

Mount Pleasant, SC

Hightower Advisors

David D'amico is a financial advisor at Hightower Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Securities, LLC and Hightower Advisors since 2009. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers portfolio management, financial planning, and access to private funds.

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

Series 66

Dallas, TX

Hightower Advisors

Timothy Parsley is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Hightower in 2025, he worked at Chessman Wealth Strategies, CWM, LLC, and Edward Jones. 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 multi-manager solutions and manager selection, offering a range of discretionary and non-discretionary portfolio management strategies through 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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Barnaby L

Series 63, Series 65

Woodside, CA

Hightower Advisors

Barnaby Levin is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Hightower Securities, LLC and HighTower Advisors LLC since 2010. 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 alongside 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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Trevor P

CFA®, Series 66

Wichita, KS

Hightower Advisors

Trevor Phillippi is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Private Client Services, 6 Meridian LLC, Morgan Stanley, and Mass Mutual Investors Services. Outside of his advisory work, he owns Phillippi Investments LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and private pooled investment vehicles. The firm’s approach includes discretionary and non-discretionary portfolio management 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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Laurie K

CFP®, Series 63, Series 65

New York City, NY

Hightower Advisors

Laurie Kamhi is a CFP® professional with 45 years of industry experience, currently serving with Hightower Advisors since 2013. She holds Series 63 and Series 65 licenses and is based in New York City. Outside of her advisory work, Kamhi is active as a board trustee and First Vice President of The Sephardic Home and Rehabilitation Center, and serves as a trustee on the local board of AJCNY.org, a charitable organization. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection through affiliated and third-party managers, offering comprehensive portfolio management, financial planning, and retirement consulting supported by proprietary research and multi-manager solutions.

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

Series 66

Chicago, IL

Hightower Advisors

Iran Harvell is a financial advisor at Hightower Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Hightower in 2023. 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 emphasizes manager selection and multi-manager solutions, utilizing 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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Joshua K

Series 66

Mishawaka, IN

Hightower Advisors

Joshua Kestle is a financial advisor with Hightower Advisors in Mishawaka, IN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Kestra Investment Services, Wells Fargo Clearing Services, Ettain, and Discover Financial 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 through affiliated and third-party managers, offering 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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Lynette J

Series 66

McLean, VA

Hightower Advisors

Lynette Jones is a financial advisor at Hightower Advisors with 21 years of industry experience and holds a Series 66 designation. She has worked at Hightower Securities, LLC and Hightower Advisors since 2014. 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, and offers discretionary and non-discretionary portfolio management along with 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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Michael G

CFP®, Series 65

Bellevue, WA

Hightower Advisors

Michael Greene is a CFP® with 11 years of experience in financial advisory roles. He currently works at Hightower Advisors and previously spent six years with Highland Private Wealth Management. 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 portfolios, 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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Evan N

Series 63, Series 65

Bethesda, MD

Hightower Advisors

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

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

CFP®, ChFC®, Series 66

New York City, NY

Hightower Advisors

Robert White is a CFP® and ChFC® affiliated with Hightower Advisors, bringing 23 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors serves a diverse client base, including individuals, institutions, and pooled investment vehicles, providing investment advisory, financial planning, and retirement consulting services. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research for portfolio construction.

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

Series 63, Series 65

McLean, VA

Hightower Advisors

Suzanne Berringer is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2011. Suzanne also serves as a notary for investment-related documents in a limited capacity. 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, offering discretionary and non-discretionary portfolio management alongside 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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Brandon P

Series 66

Purchase, NY

Hightower Advisors

Brandon Paolillo is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and has held positions at Merrill, Bank of America, and First Republic Investment Management prior to joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing 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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Jennifer B

Series 65

Westport, CT

Hightower Advisors

Jennifer Brucato is a Series 65-licensed financial advisor at Hightower Advisors with three years of industry experience. She previously worked for Asset Management Group, Inc. for seven years and has a background including five years at AC Electrical Services, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and incorporates proprietary research and a range 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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Edward B

Series 66

Chicago, IL

Hightower Advisors

Edward Bowen is a financial advisor at Hightower Advisors in Chicago, IL, with 22 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutional investors, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and 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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