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Contessa A

Series 65

Santa Fe, NM

Hightower Advisors

Contessa Archuleta is a financial advisor at Hightower Advisors with eight years of industry experience. She has worked at Hightower Advisors since 2021 and previously at The Rikoon Group from 2017 to 2024. She holds a Series 65 designation. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, combining affiliated and third-party managers with proprietary research and portfolio construction techniques.

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

Series 65, Series 66

Sarasota, FL

Hightower Advisors

Joseph Levine is a financial advisor at Hightower Advisors in Sarasota, FL, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to joining Hightower in 2025, he was involved in the wine industry through ownership roles at Suncoast Wine Cellars LLC and VinoVino LLC. Levine also owns a custom wine cellar business, Bespoke Wine Cellars FL, which is in the process of transitioning to a new owner. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes 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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Stephen S

Series 63, Series 65

Houston, TX

Hightower Advisors

Stephen Strake Sr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His career includes roles at various Salient entities and Endowment Advisers, spanning nearly two decades prior to joining Hightower. 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, utilizing both affiliated and third-party managers alongside 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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Jack T. Y

Series 63, Series 65

Colorado Springs, CO

Hightower Advisors

Jack T. York is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Hightower Advisors since 2017, previously working at UBS Financial Services. York serves on the board of Cheyenne Village, a nonprofit focused on helping people with disabilities lead fulfilling lives. 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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Courtney I

CFA®, Series 63

Purchase, NY

Hightower Advisors

Courtney Ingraham is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, she held positions at firms including Northwestern Mutual and Barnum Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm emphasizes multi-manager solutions and proprietary research, offering 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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Tara W

ChFC®, Series 66

Dallas, TX

Hightower Advisors

Tara Williams is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the ChFC® and Series 66 designations and has previously worked at Smith Anglin Financial, Apex Fintech Solutions, Creating & Managing Wealth, Lincoln Investment, and Foresight Financial. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions and the use of proprietary research to support portfolio construction across various asset classes and strategies.

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

CFP®

De Pere, WI

Hightower Advisors

Ryan Wempe is a CFP® professional with 19 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 18 years at Financial Planning and Information Services, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that span 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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Gregg B

Series 66, Series 65

Orlando, FL

Hightower Advisors

Gregg Biro is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 66 and Series 65 credentials and previously worked at Resource Consulting Group for nine years. 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 options including 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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Shelby S

Series 63, Series 66

Henderson, NV

Hightower Advisors

Shelby Sutter is a financial advisor with Hightower Advisors and holds Series 63 and Series 66 designations. She has 10 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves as Chair of the Executive Leadership Committee for the Leukemia and Lymphoma Society, where she assists in connecting student visionaries with the community. 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 through discretionary and non-discretionary 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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Peter K

Series 65

Westport, CT

Hightower Advisors

Peter Kibbe is a financial advisor at Hightower Advisors with 13 years of industry experience. He holds a Series 65 designation and previously worked for Citigroup Global Markets for 12 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 financial institutions. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with 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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Olivia P

CFP®, Series 66

Wichita, KS

Hightower Advisors

Olivia Pauly is a CFP®-credentialed financial advisor with four years of industry experience, currently with Hightower Advisors. She previously worked at Cambridge Investment Research Advisors and has additional involvement as a board member of the Financial Planning Association in Wichita, KS. 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, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services including access to alternative investments and custom indexing strategies.

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

Series 65

Portsmouth, NH

Hightower Advisors

Jean Trim is a financial advisor with Hightower Advisors, holding a Series 65 credential and 15 years of industry experience. She previously worked at VIGILANT Capital Management, LLC for 12 years before joining Hightower Advisors in 2023. Ms. Trim serves as a Director on the Board of Newburyport Five Cents Savings Bank. 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, with a focus on comprehensive portfolio construction and operational support.

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

Series 66

Wayne, PA

Hightower Advisors

Brayden Sauerbier is a financial advisor with Hightower Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Hightower Advisors in 2021, he worked at State Street and Ameriprise Financial Services. Outside of his advisory role, he is involved with Fairways and Dreams, an indoor golf simulator business in Conshohocken, PA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on multi-manager solutions, manager selection, and the use of proprietary research, offering a broad 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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William W

Series 65

Orinda, CA

Hightower Advisors

William Wright is a financial advisor with Hightower Advisors and holds a Series 65 credential. He has four years of experience at Hightower and previously worked for The Surplus Lines Association of California for four years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers a range of portfolio management, financial planning, and retirement consulting services, with expertise in handling large institutional mandates and cross-border investments.

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

Series 65

Portland, ME

Hightower Advisors

Ann Mohammad is a Series 65 licensed financial advisor at Hightower Advisors with 17 years of industry experience. She previously worked for Vigilant Capital Management LLC for 10 years before joining Hightower Advisors in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a multi-manager model that combines affiliated and third-party managers with 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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Jordan S

CFP®

Newport Beach, CA

Hightower Advisors

Jordan Sandfer is a CFP® with two years of industry experience, currently advising at Hightower Advisors. His prior roles include positions at Financial Advisors Network, Inc., Insight Wealth Strategies, and co-founding Sandfer Fikert & Associates, LLP and Insight Accounting, LLP. 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 across various investment vehicles. The firm serves clients with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning domestic and international markets.

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

CFP®, Series 66

Alpharetta, GA

Hightower Advisors

Robinson Mertilus is a CFP® professional with eight years of industry experience and is currently affiliated with Hightower Advisors. He previously worked at Facet Wealth and Diversified Trust Company. He is based in Alpharetta, GA. 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 diverse portfolio construction techniques.

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

CFP®, Series 66

Huntsville, AL

Hightower Advisors

Robert Warren is a CFP® with 14 years of experience, currently serving as a financial advisor at Hightower Advisors since 2014. He is a limited member of EASY RIDE, LLC, a pedicab company operating in Tuscaloosa, AL, and serves as a board member of the Huntsville-Madison County Library Foundation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes 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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Ingrid J

PFS™, Series 65

Arlington, VA

Hightower Advisors

Ingrid John is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds the PFS™ and Series 65 designations. Prior to joining Hightower in 2021, she worked at Alexandria Capital, LLC for eight years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and access to a variety of investment vehicles, serving clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts.

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

Series 66

Chicago, IL

Hightower Advisors

Sean Ullrich is a financial advisor at Hightower Advisors with seven years of industry experience and holds a Series 66 designation. Prior to joining Hightower in 2023, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Impact Mental Performance and 314 Training Academy. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on 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 consulting services.

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