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Sadie L
Series 66
New York, NY
Hightower Advisors
Sadie Lanzet is a financial advisor with Hightower Advisors in New York, NY, holding a Series 66 designation and 21 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2014. Hightower Advisors serves a diverse range of individual and institutional clients, providing investment advisory and planning services that include discretionary and non-discretionary portfolio management and retirement plan consulting. 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 products.
Seyda H
Series 66
Chesterfield, MO
Hightower Advisors
Seyda Holekamp is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and access to both affiliated and third-party managers, with offerings spanning mutual funds, ETFs, alternative investments, and custom indexing.
Jacqueline L
CFP®, Series 63, Series 66
De Pere, WI
Hightower Advisors
Jacqueline Lawrence is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. Her prior experience includes roles at Associated Trust Company and Raymond James Financial Services, among others. She was formerly a non-variable insurance agent with United Healthcare. 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.
Joshua B
Series 65
Wichita, KS
Hightower Advisors
Joshua Buffolino is a Series 65-licensed financial advisor with eight years of industry experience, currently with Hightower Advisors since 2021. His prior roles include positions at 6 Meridian and 1888 Management LLC. Outside of advisory work, he oversees a rental property in Scottsdale, Arizona. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and trusts. The firm’s investment approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio strategies.
Luke C
CFA®
Calabasas, CA
Hightower Advisors
Luke Crofts is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Hightower Advisors and previously spent ten years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, combining proprietary research with a range of investment options such as mutual funds, ETFs, alternative investments, and custom indexing.
Nathan S
Series 66
Phoenix, AZ
Hightower Advisors
Nathan Straw is a financial advisor with Hightower Advisors in Phoenix, AZ, holding a Series 66 designation and 10 years of industry experience. Prior to joining Hightower in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2021. 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, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customized portfolio construction.
Ryan V
Series 66
McLean, VA
Hightower Advisors
Ryan Verfurth is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2019 and was previously affiliated with Everplans - Beyondly, Inc and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as 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 vehicles and strategies.
Casey M
Series 66
Falmouth, ME
Hightower Advisors
Casey Mc Clurkin is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Hightower in 2022, he worked at Ameriprise and operated his own independent practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers, and offers a variety of investment vehicles and portfolio management services.
Samuel G
Series 63, Series 66
Houston, TX
Hightower Advisors
Samuel Gagne is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity and Granite Harbor Advisors before joining Hightower Advisors in 2026. 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 access to affiliated and third-party managers, as well as proprietary research and various investment strategies.
Eric L
CFA®, Series 63
New York City, NY
Hightower Advisors
Eric Laidlow is a CFA® charterholder with seven years of industry experience. He currently serves at Hightower Advisors and previously worked at GAMCO Investors, Inc., G. Research, LLC, and taught at Columbia Business School. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and consulting services.
Reese I
Series 65
Punta Gorda, FL
Hightower Advisors
Reese Imes is a financial advisor at Hightower Advisors with a Series 65 credential. He joined the firm in 2024 and has prior work experience in building construction and other industries. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles, offering services such as portfolio management, financial planning, and retirement consulting. The firm employs a multi-manager investment approach, using both affiliated and third-party managers, and provides access to a range of investment products and strategies.
Arthur B
Series 63, Series 65
New York, NY
Hightower Advisors
Arthur Belkin is a financial advisor at Hightower Advisors with 40 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Equitable Advisors, AxA Advisors, and CMG Financial Planning Ltd. His career spans multiple advisory roles primarily based in New York, NY. 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 access to proprietary research, customized portfolio construction, and both discretionary and non-discretionary management strategies.
B. L
Series 63, Series 65
Beverly Hills, CA
Hightower Advisors
B. Lourd is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Advisors since 2019, alongside running Lourd Capital Management since 2006. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through its network of advisor practices.
Nicole R
CFP®, Series 66
Chicago, IL
Hightower Advisors
Nicole Romito is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to this, she spent 15 years at Private Vista, LLC (formerly Financial Strategy Network LLC). She holds a Series 66 license and is based in Chicago, IL. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diversified portfolio construction strategies.
Blaine C
CFP®, Series 66
Newport Beach, CA
Hightower Advisors
Blaine Carver is a CFP®-certified financial advisor with 11 years of industry experience, currently with Hightower Advisors since 2023. He has previously worked at J. Derek Lewis & Associates, Mutual Securities, Inc., Mars Jewett Financial Group, Inc., and Cetera Advisor Networks. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.
John M
Series 65, Series 63
Seattle, WA
Hightower Advisors
John Mortola is a financial advisor with Hightower Advisors in Seattle, WA, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth LLC and owned 8th Avenue Investments LLC, through which he manages personal non-marketable securities and makes and services loans secured by real estate. He was retired from 2006 to 2020. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm 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.
Daniel O
Series 65
Chicago, IL
Hightower Advisors
Daniel O Brien is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at TC Wealth Partners and Trust Company of Illinois, where he worked for 20 years. 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 including mutual funds, ETFs, and alternative investments.
Thomas M
CFA®, Series 63
Wayne, PA
Hightower Advisors
Thomas Macaluso is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at HighTower Advisors since 2020 and previously held positions at The Vanguard Group, Link Industrial Properties, and True Value Hardware. Outside of his advisory role, he is a limited partner at The Classic Swing Golf Lounge, where he contributes to bookkeeping review and operational analysis. 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 along with proprietary research and a range of investment vehicles.
John S
Series 63, Series 65
San Clemente, CA
Hightower Advisors
John Solik is a financial advisor at Hightower Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Odeon Capital Group, Purshe Kaplan Sterling Investments, and Journey Strategic Wealth LLC. His outside business activities include serving as a private wealth manager at Journey Strategic Wealth and acting as an agent for fixed insurance products. 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 a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.
Daniel G
Series 65
Houston, TX
Hightower Advisors
Daniel Garza is a financial advisor with Hightower Advisors holding a Series 65 designation. He has professional experience at Riveron Consulting, Ernst & Young, and Ryan LLC, spanning roles from 2015 to 2024. Garza is based in Houston, TX. Hightower Advisors offers investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach that combines affiliated and third-party managers, utilizing proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.
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