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Henry A

Series 63, Series 66

Mandeville, LA

Hightower Advisors

Henry Adams Jr. is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Frontier Investment Management Co for 12 years before joining Hightower Advisors in 2020. 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, and incorporates proprietary research and a variety 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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Rhonda L

Series 66

Alpharetta, GA

Hightower Advisors

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. 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, employing affiliated and third-party managers along with proprietary research to construct portfolios 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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Heather M

CFP®

Orlando, FL

Hightower Advisors

Heather Mulcahy is a CFP® professional affiliated with Hightower Advisors in Orlando, FL. She has experience spanning several years with Resource Consulting Group and Hightower Advisors. 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 and strategies.

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

Series 66

Spokane, WA

Hightower Advisors

Jacob Timm is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Ten Capital Investment Advisors, LLC since 2012. Timm joined Hightower Advisors in 2023 and is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management among other services.

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

CFP®, Series 63

Madison, NJ

Hightower Advisors

John Egan is a CFP® professional with 38 years of industry experience, currently affiliated with Hightower Advisors in Madison, NJ. He has been with HighTower Securities and HighTower Advisors since 2016. Outside of his advisory role, Egan serves as Vice President on the board of the Hartley Dodge Foundation and is a board member of the South Beach Association. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside 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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Kerry L

Series 65

Lexington, MA

Hightower Advisors

Kerry Luria is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with 10 years of industry experience. Prior to joining Hightower in 2019, Luria worked for Lexington Wealth Management, Inc. for five years. 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 both affiliated and third-party managers alongside proprietary research to deliver portfolio management, financial planning, and retirement plan consulting services.

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

Series 66

Newport Beach, CA

Hightower Advisors

Jared Walker is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hightower Securities LLC, Mammoth Wealth Management, Mammoth Mountain LLC, and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager approaches, utilizing both affiliated and third-party managers, and employs proprietary research and portfolio construction techniques covering various investment vehicles.

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

CFP®, Series 65, Series 66

Houston, TX

Hightower Advisors

Carlos Mejia is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior roles include positions at Crestmont Private Wealth LLC, UBS Financial Services, FCA Corp, NextGenVest, and the University of Houston. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, 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.

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

Series 63, Series 65

Fort Myers, FL

Hightower Advisors

Jack Thomas is a financial advisor at Hightower Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Hightower Advisors and its affiliated entity, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with proprietary research, and offers a range of portfolio management and consulting services.

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

CFP®

Chapel Hill, NC

Hightower Advisors

Shira Katsir is a CFP® professional with nine years of experience in financial advising, currently serving at Hightower Advisors since 2020. Her prior roles include positions at Stearns Financial Group and CAPTrust. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes a manager selection approach with multi-manager solutions, combining affiliated and third-party managers, and offers services such as 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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Justin W

CFP®, CFA®, Series 63, Series 66

New York City, NY

Hightower Advisors

Justin Winters is a CFP® and CFA® with 20 years of industry experience, currently serving as an advisor at Hightower Advisors since 2013. Based in New York City, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the sole manager of JSGC Ventures LLC, a non-investment-related business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm’s model 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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Karl H

Series 65

Los Angeles, CA

Hightower Advisors

Karl Hakansson is a financial advisor at Hightower Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Bel Air Investment Advisors and multiple engagements at Pepperdine University. Outside of finance, he has worked at Hotel Tylösand. 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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Steven W

CFP®, Series 66

Dallas, TX

Hightower Advisors

Steven Walton is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020 and previously spent ten years at GuideStone Financial Services and GuideStone Financial Resources. Walton is based in Dallas, TX. 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 using both affiliated and third-party managers, offering a range of investment products and strategies tailored to various client needs.

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

Series 66

Westport, CT

Hightower Advisors

Alexandra Benas is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at Citigroup and Wells Fargo. Benas is based in Westport, CT. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary and non-discretionary portfolio management, with access to 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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Joshua S

Series 65

Houston, TX

Hightower Advisors

Joshua Smith is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at GeoWealth, First Ascent Asset Management, and DeRoy & Devereaux Private Investment Counsel. Hightower Advisors 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.

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

Series 65

New York, NY

Hightower Advisors

Pieper Winogradoff is a financial advisor at Hightower Advisors with a Series 65 designation and no industry experience to date. Prior to joining Hightower Advisors in 2026, Winogradoff held roles in education at Tulane University, the School of Holy Child, and Winward Middle School. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individual and institutional clients such as pension plans, charitable organizations, and corporations. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan 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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Jeffrey C

CFP®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Jeffrey Cohen is a CFP® with 40 years of industry experience, currently with Hightower Advisors in Chicago, IL. His prior experience includes over two decades at Lincoln Financial Advisors Corporation. He is also involved as an agent in life settlements and various insurance products. Hightower Advisors 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.

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

CFP®, Series 66

Lexington, MA

Hightower Advisors

Christopher Dooley is a financial advisor at Hightower Advisors in Lexington, MA, holding CFP® and Series 66 designations with 17 years of industry experience. His prior roles include positions at Adviser Investment, LLC, Personal Capital Advisors Corporation, and Charles Schwab. 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 financial institutions. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, supporting both discretionary and non-discretionary portfolio management.

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

Series 66

Naples, FL

Hightower Advisors

David Emma is a financial advisor with Hightower Advisors in Naples, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutional clients, pension plans, 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.

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

Series 65

Purchase, NY

Hightower Advisors

Michael Buonassisi is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has 12 years of industry experience, including roles at Altium Wealth Management LLC and 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 various types of entities. The firm’s advisory approach 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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