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David O
CFA®
Cincinnati, OH
Hightower Advisors
David Osborn is a CFA® charterholder with 23 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Osborn Williams & Donohoe, LLC for eight years. Since 2013, he has served as a director of Cincinnati Financial Corporation, participating on its audit, investment, and compensation committees. Hightower Advisors provides investment advisory and planning services to individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.
Zachary U
Series 66
Brentwood, MO
Hightower Advisors
Zachary Ungerott is a financial advisor with Hightower Advisors in Brentwood, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at HighTower Securities, LLC since 2017 and previously held positions at RFG Advisory Group, LLC, LPL Financial, LLC, and Stifel. 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, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
Samuel M
Series 65
Bellevue, WA
Hightower Advisors
Samuel Miller is a financial advisor at Hightower Advisors with Series 65 credentials. He joined the firm in 2024 and has prior experience working at The Members Club at Aldarra and Sahalee Country Club. Before entering the advisory field, he spent five years in full-time education. 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 along with proprietary research and a variety of investment vehicles.
Nicholas R
Series 66
New York City, NY
Hightower Advisors
Nicholas Rogers is a financial advisor at Hightower Advisors in New York City with 15 years of industry experience. He holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Grady P
Series 63, Series 65
Pearl River, NY
Hightower Advisors
Grady Powers is an advisor with Hightower Advisors holding Series 63 and Series 65 registrations. He has been in the industry since 2023 and has held roles at several firms and organizations, including RPA Advisors LLC and Quinnipiac University. Outside of his advisory work, he has experience with Fresh Prints LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.
Bradley C
CFP®, Series 66
Purchase, NY
Hightower Advisors
Bradley Cammett is a CFP® and Series 66-registered advisor with Hightower Advisors, based in Purchase, NY. He has four years of industry experience, including roles at Fidelity Investments and Safran Aerospace Composites prior to joining Hightower in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and retirement consulting through its extensive network of advisors.
Mark C
Series 65
Lexington, MA
Hightower Advisors
Mark Carley is a financial advisor with Hightower Advisors in Lexington, MA, holding a Series 65 designation and 27 years of industry experience. He previously worked at Lexington Wealth Management from 2012 to 2019 before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party investment managers across a range of strategies and asset types.
Brian B
Series 63, Series 66
Marlton, NJ
Hightower Advisors
Brian Buchanan is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.
Courtney K
CFP®, Series 66
Greensboro, NC
Hightower Advisors
Courtney Kidwell is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent five years at Stearns Financial Group. Outside of her advisory roles, she was involved with Starmont Forest Country Club and the YMCA of Greensboro for over a decade each. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes manager selection and multi-manager strategies, offering access to proprietary research and a range of investment vehicles to address both domestic and international investment considerations.
Gina M
Series 63, Series 66
Melville, NY
Hightower Advisors
Gina Martinez is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. Prior to joining Hightower in 2020, she worked with United Asset Strategies, Eagle Strategies, New York Life Insurance Company, and NYLife Securities. Outside of her advisory role, she serves as a spin instructor at Gold’s Gym. 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 multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment strategies and operational features tailored to complex portfolios.
Gary H
Series 65
San Diego, CA
Hightower Advisors
Gary Hirschfeld is a financial advisor at Hightower Advisors with eight years of industry experience. He holds a Series 65 credential and has worked at Hightower Advisers, LLC since 2019 and at Delphi Private Advisors since 2015. Based in San Diego, CA, his background spans multiple advisory roles. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, delivering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm's approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.
Larue G
Series 63, Series 65
Chicago, IL
Hightower Advisors
Larue Gibson Jr. is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with HighTower Securities and HighTower Advisors since 2016. Gibson serves as a director for two nonprofit organizations: The Disability Fund, which provides capital and advisory services for people with disabilities, and The Lois Bronz Children’s Center, which operates daycare services for underprivileged children. 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, and offers a range of portfolio management and financial planning services.
Charles N
Series 66
Las Vegas, NV
Hightower Advisors
Charles Neff Jr. is a financial advisor with Hightower Advisors in Las Vegas, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hightower Securities LLC and OpenCounter. 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 emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.
Matthew E
Series 66
Falmouth, ME
Hightower Advisors
Matthew Emery is a financial advisor at Hightower Advisors in Falmouth, ME, holding a Series 66 designation with eight years of industry experience. He previously worked for Prime Buchholz LLC for five years before joining Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Barry C
Series 63, Series 65
Las Vegas, NV
Hightower Advisors
Barry Coviello is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.
Aaron W
Series 65, Series 63
Scottsdale, AZ
Hightower Advisors
Aaron Wong is a financial advisor at Hightower Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at State Street Global Advisors and TD Ameritrade. Outside of his advisory role, he was involved in an entrepreneurial venture with Cigarz Lounge from 2016 to 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of plans and organizations. The firm employs a multi-manager investment approach utilizing both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.
Michael D
CFP®, Series 63
Denver, CO
Hightower Advisors
Michael Dibala is a Certified Financial Planner® with 27 years of industry experience. He has been with Hightower Advisors since 2021 and previously spent 16 years at Investment Security Group, Inc. in Denver, CO. 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, proprietary research, and a variety of investment vehicles to meet the needs of its clients.
Alec M
CFP®, Series 63, Series 65
Chicago, IL
Hightower Advisors
Alec Monico is a CFP® professional at Hightower Advisors in Chicago, IL, with three years of industry experience. Prior to joining Hightower in 2023, he worked for five years at Pinnacle Fitness and two years at Fitness Factory. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pension plans. The firm’s approach centers on manager selection and multi-manager solutions, offering both affiliated and third-party investment options along with a range of operational and portfolio management features.
Douglas C
Series 63, Series 65
Folsom, CA
Hightower Advisors
Douglas Conklin is a financial advisor with Hightower Advisors in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2014. Outside of his advisory role, he is involved with an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of investment options and operational features tailored to various client needs.
Andrew K
Series 65
Waltham, MA
Hightower Advisors
Andrew Koutroukas is a financial advisor at Hightower Advisors in Waltham, MA, holding a Series 65 credential with two years of industry experience. He previously worked at Bentley Investment Group and spent four years at Bentley University. 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.
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