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Jeffrey G

Series 65

Dunedin, FL

Hightower Advisors

Jeffrey Galbraith is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 14 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers services including 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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Michael D

Series 63, Series 65

Nanuet, NY

Hightower Advisors

Michael Dimola is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Securities America Advisors, Inc. and Securities America, Inc. He also operates a CPA practice, Michael Dimola, CPA, PC, which he has owned since 1996. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both 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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Jeffrey D

CFP®, Series 63, Series 66

Dallas, TX

Hightower Advisors

Jeffrey Dunn Jr. is a CFP® professional with 11 years of industry experience, currently advising at Hightower Advisors since 2025. His prior roles include positions at Smith Anglin Financial, Fisher Investments, and TIAA-CREF. He serves as the Dallas Chapter Membership Committee Chair for the Dallas Financial Planning Association and is an Executive Organizer for Dallas MeetUp events. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

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

CFP®, CFA®, Series 66

Los Angeles, CA

Hightower Advisors

Evan Hunter is a financial advisor at Hightower Advisors in Los Angeles, holding CFP®, CFA®, and Series 66 designations, with nine years of industry experience. Prior to joining Hightower in 2021, he worked at Fidelity Brokerage Services and West Coast Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing both 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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Ryan S

CFP®, Series 65

Dallas, TX

Hightower Advisors

Ryan Solt is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Hightower Advisors and has prior experience at The Capital Chart Room, Coiner Enterprises LLC, OneAmerica Securities, and Integrity Financial Group, among others. He continues to service former clients through Integrity Financial Group and American United Life, primarily receiving life insurance renewals. 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, a focus on manager selection, and the use of 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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Mary C

Series 63, Series 65

Dunedin, FL

Hightower Advisors

Mary Cavaleri is a financial advisor with Hightower Advisors in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She joined Hightower in 2020 following five years at Frontier Investment Management Co. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm emphasizes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supporting complex mandates including international and institutional exposures.

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

Series 63, Series 66

Westport, CT

Hightower Advisors

Nicholas Ramstetter is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments, PriceWaterhouseCoopers, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a model that emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, proprietary research, and various investment vehicles.

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

CFP®, Series 63, Series 66

De Pere, WI

Hightower Advisors

Carl Ekstrom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Financial Planning and Information Services Inc., TD Ameritrade, Charles Schwab, Ameriprise Financial Services, and Scottrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a mix 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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John B

Series 66

Kihei, HI

Hightower Advisors

John Biegel is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual. His background includes teaching roles at Texas State University, Lake Travis High School, and Seabury Hall. 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, 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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Kylie S

Series 65

Dallas, TX

Hightower Advisors

Kylie Stevens is a Series 65-licensed financial advisor with Hightower Advisors, based in Dallas, TX. She has three years of industry experience, previously working at Dearborn and Creggs and H-E-B. Hightower Advisors offers 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. The firm provides various portfolio management and financial planning services with an emphasis on manager selection and access to proprietary research.

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

Series 65

Cleveland, OH

Hightower Advisors

Alexander Jeffries is a financial advisor at Hightower Advisors with a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2025, he held roles at Eileen M. Burkhart & Co., Commonwealth Financial Network, and Valmark Securities. Outside of his advisory work, Jeffries serves as Executive Secretary and Membership Director of the Cleveland Memorial Society, a nonprofit focused on providing resources and negotiating lower-cost funeral arrangements. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers. The firm supports a range of strategies and asset types, with particular expertise in institutional mandates and international investment considerations.

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

Series 65

Portsmouth, NH

Hightower Advisors

Emma Ranocha is a Series 65-licensed financial advisor with Hightower Advisors in Portsmouth, NH, and has one year of industry experience. Her prior roles include positions at Vigilant Wealth Management and BNY Mellon, as well as experience at YMCA Camp Huckins and Fruit Center Marketplace. 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, 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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Jackson L

CFP®

Dallas, TX

Hightower Advisors

Jackson Lowe is a CFP® professional based in Dallas, TX, with three years of industry experience. He has been with Hightower Advisors since 2021, following prior roles at Highgate Hotels and PricewaterhouseCoopers. Hightower Advisors provides investment advisory and planning services to a wide 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 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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Michael F

CFP®, Series 63, Series 65

Fairfield, NJ

Hightower Advisors

Michael Flower is a CFP® with 30 years of experience in the financial industry. He is currently affiliated with Hightower Advisors and Hightower Securities LLC, where he has worked since 2018. Michael has prior experience at Securities America Advisors, Inc. and Securities America, Inc., spanning 14 years. Outside of his advisory work, he serves as a trustee at Packanack Community Church and is a member of the Economic Development Commission of Wayne Township. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s advisory approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of investment vehicles and services tailored to client needs.

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

Series 66

Los Angeles, CA

Hightower Advisors

Jack Suzar is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC and its affiliated entities from 1999 to 2021. 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, manager selection, and access to 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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Douglas L

Series 63, Series 65

Williamsville, NY

Hightower Advisors

Douglas Littlewood is a financial advisor with Hightower Advisors in Williamsville, NY, holding Series 63 and Series 65 registrations and possessing 51 years of industry experience. He has been with Hightower Advisors since 2017 and previously worked at Wells Fargo Advisors Financial Network. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles. The firm also manages complex mandates with an emphasis on operational support and international exposure.

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

Series 65

Ona, WV

Hightower Advisors

Noah Vercampt is a financial advisor with Hightower Advisors who holds a Series 65 credential and has four years of industry experience. He has held roles at Hightower since 2021, following brief tenures at Charles Aris and positions in various organizations including FedEx and local government entities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers services that include 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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Ashley A

Series 66

San Diego, CA

Hightower Advisors

Ashley Aguayo is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Triad Advisors, Strategic Wealth Advisors, and Flor & Associates Insurance Agency. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features 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.

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

Series 66

Folsom, CA

Hightower Advisors

Alec Fisher is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Hightower since 2014 and previously at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2009. 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 emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers comprehensive 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 66

Atlantic Beach, FL

Hightower Advisors

Michael Boswell is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower, he worked at First Command Brokerage Services and served multiple terms in the U.S. Air Force from 2017 to 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers 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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