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Allison B

CFP®

De Pere, WI

Hightower Advisors

Allison Buchholtz is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Hightower Advisors. Prior to joining Hightower in 2025, she worked in financial planning and information systems from 2021 to 2024 and has experience in both academic and business settings. Hightower Advisors provides 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.

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

Series 65

Spokane, WA

Hightower Advisors

Ryan Fisher is a financial advisor at Hightower Advisors with 13 years of industry experience. He previously worked for Ten Capital Investment Advisors LLC for 10 years before joining Hightower Advisors in 2023. He holds a Series 65 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers alongside proprietary research and a variety of portfolio construction strategies.

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

CFP®, Series 66

Punta Gorda, FL

Hightower Advisors

Adrienne Moore is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Hightower Advisors and previously held roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Moore is based in Punta Gorda, Florida. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering portfolio management and financial planning supported by proprietary research and access to a range of investment products.

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

CFP®, Series 66

Madison, CT

Hightower Advisors

Matthew Montana is a CFP® with 27 years of industry experience and has been with Hightower Advisors since 2013. He serves as the N81 Sea Strike Department Head in the U.S. Navy Reserve, dedicating time to general management in national defense. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and various portfolio construction strategies.

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

CFA®

Los Angeles, CA

Hightower Advisors

Carl Ludwigson is a CFA® charterholder with four years of industry experience, currently advising clients at Hightower Advisors in Los Angeles. He has been with Hightower since 2021, following a nine-year tenure at Bel Air. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes both affiliated and third-party managers, with access to various investment vehicles and proprietary research.

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

Series 66

Mission Woods, KS

Hightower Advisors

Jacob Cross is a financial advisor with Hightower Advisors, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at HighTower Securities LLC, MML Investors Services, Mass Mutual Life Insurance Co, and other financial services firms. He is also involved with Guided Path, LLC, assisting by introducing clients to legal service providers when needed. Hightower Advisors serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach focuses on manager selection and multi-manager solutions, using both affiliated and third-party managers with a broad 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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Evan E

Series 63, Series 66

Omaha, NE

Hightower Advisors

Evan Eberly is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets, CWM, LLC dba Carson Group Partners, and AXA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs a multi-manager approach utilizing both affiliated and third-party managers, offering a range of portfolio management and financial planning services tailored to varied client needs.

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

CFP®, ChFC®, Series 63, Series 65

Greensboro, NC

Hightower Advisors

Dennis Stearns is a CFP® and ChFC® with eight years of industry experience. He has worked at Hightower Advisors since 2020 and previously operated Stearns Financial Services Group for nearly three decades. Outside of his advisory role, he is a partner, director, and officer at Triad Growth Partners LLC, a technology business accelerator. 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 consulting through a broad network of advisors.

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

Series 65, Series 63

New York, NY

Hightower Advisors

Bryan Scutari is a financial advisor at Hightower Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at AllianceBernstein and academic positions at Bucknell University and Michigan State 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, proprietary research, and a variety of investment vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled vehicles and private funds.

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

CFP®, CFA®, Series 66

Austin, TX

Hightower Advisors

Andrew Kelch is a CFP®, CFA®, and Series 66-registered advisor with 22 years of industry experience. He has been with Hightower Advisors since 2021 and previously worked at Dimensional Fund Advisors and USAA Investment Management Company. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach that utilizes both affiliated and third-party managers, offering portfolio management, 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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Irina K

Series 66

Harrison, NY

Hightower Advisors

Irina Katsihtis is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley for four years and has additional experience at M&T Bank and TD Bank. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients through its network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include 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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Camilla O

Series 65

Westport, CT

Hightower Advisors

Camilla Ostbye is a financial advisor at Hightower Advisors with a Series 65 credential and no prior industry experience. Her work history includes recent roles at Hightower Advisors and she has a background as a full-time undergraduate student. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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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Stephen P

Series 63, Series 65

New Gloucester, ME

Hightower Advisors

Stephen Potts is a financial advisor with Hightower Advisors in New Gloucester, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at HighTower Advisors LLC since 2019 and prior to that was with Mora Wm Securities LLC from 2013 to 2019. Outside of his advisory work, he has seasonal employment at the US Open Tennis Tournament. 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 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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Rachel B

Series 66

Wichita, KS

Hightower Advisors

Rachel Bruce is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked previously at firms including 6 Meridian and Private Client Services. Rachel is based in Wichita, Kansas. 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 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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Margaret D

CFP®, Series 63, Series 65

Wichita, KS

Hightower Advisors

Margaret Dechant is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior experience includes five years each at Private Client Services and 6 Meridian LLC before joining Hightower 6M Holding in 2021. 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 alongside proprietary research to construct customized portfolios.

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

Series 66

Huntsville, AL

Hightower Advisors

Holli Grissom is a financial advisor with Hightower Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Hightower in 2024, she worked in veterinary care for over a decade, including roles at Banfield Pet Hospital and Green Cove Pet Hospital. Outside of her advisory work, she continues to assist with pet care and client communication in a veterinary setting. 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, proprietary research, and a range of portfolio construction options 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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Brian M

Series 63, Series 65

Nashville, TN

Hightower Advisors

Brian Miller is a financial advisor with Hightower Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at AllianceBernstein Investments Inc., Kemberton Healthcare, and with the Tampa Bay Rays. 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, 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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William G

ChFC®, Series 65

Dallas, TX

Hightower Advisors

William Glenn is a ChFC® credentialed financial advisor with four years of industry experience, currently with Hightower Advisors in Dallas, TX. His prior experience includes roles at Smith Anglin Financial, LLC, Bevinco Inc, and University of North Texas. From 2013 to 2021, he was involved with Tenant Link/Let's Party in a business capacity outside of finance. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad 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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Stephen K

CFP®, Series 65, Series 66

Fort Worth, TX

Hightower Advisors

Stephen Kaye is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 11 years at Comprehensive Asset Management and Servicing, Inc. and Teak Tree Capital Management, LLC. He serves as Treasurer of Congregation Ahavath Sholon in Fort Worth, TX. 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 access to 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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Daniel S

Series 65

Buffalo, NY

Hightower Advisors

Daniel Sperrazza is a Series 65 licensed advisor with Hightower Advisors in Buffalo, NY, where he has worked since 2017. He has nine years of industry experience and is also the managing partner of LakeWater Capital LLC, an SEC-registered investment advisory firm. 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 customized portfolio construction strategies.

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