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Peter S

Series 65, Series 63

Madison, CT

Hightower Advisors

Peter Sheen is a financial advisor with Hightower Advisors based in Madison, CT. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Hightower in 2025, he worked at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. He also spent two years with the Fellowship of Catholic University Students. 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, discretionary and non-discretionary portfolio management, and access to proprietary research and pooled investment vehicles.

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

Series 66

New York, NY

Hightower Advisors

Andrew Dorman is a financial advisor at Hightower Advisors based in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at First Eagle Investment Management, J.P. Morgan Securities, and First Republic Investment Management. 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 along with proprietary research to offer a variety of investment 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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Alexandra E

CFP®, Series 63, Series 65

Atlanta, GA

Hightower Advisors

Alexandra Emma is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and JPMorgan Distribution Services. She also spent four years at the University of Alabama. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines 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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Elizabeth M

Series 65

Los Angeles, CA

Hightower Advisors

Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, 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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Tamara A

CFP®, Series 63, Series 66

Orlando, FL

Hightower Advisors

Tamara Anderson is a CFP® practitioner at Hightower Advisors with six years of industry experience. She has held roles at Fidelity Investments and Charles Schwab prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and pooled investment vehicles. The firm employs a multi-manager investment approach that incorporates affiliated and third-party managers, proprietary research, and a variety 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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Michael N

Series 65

Spokane, WA

Hightower Advisors

Michael Nilson is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower, he spent 20 years at Gonzaga University as a Strength & Conditioning Coach and Director of Performance. He is also a co-owner of U District Physical Therapy and serves on the board of Spokane Hoopfest, a youth basketball event organization. Nilson created the Hoop Commitment podcast and website to assist high school basketball coaches. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through its extensive network of advisors.

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

Series 65

New York, NY

Hightower Advisors

Salvatore Puglisi is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Bondex Insurance Co., Liccardi Ford, and ePromos Promotional Products. Based in New York, NY, he has been with Hightower Advisors since 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager approach that includes proprietary research, discretionary and non-discretionary portfolio management, and access to a variety of investment vehicles such as 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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Matthew P

CFP®, Series 66

Dallas, TX

Hightower Advisors

Matthew Powers is a CFP® and holds a Series 66 license, with 19 years of experience in financial advising. He has worked at Hightower Advisors since 2020, following prior roles at Frontier Investment Management Co., Guidestone Advisors, and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and proprietary research, serving clients through a network of advisor practices with capabilities that include 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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Steven B

Series 63, Series 65

Chicago, IL

Hightower Advisors

Steven Billimack is a financial advisor at Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach includes manager selection and multi-manager strategies using both affiliated and third-party managers, supported by proprietary research and a range of investment solutions.

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

Series 63, Series 66

Chicago, IL

Hightower Advisors

Kelly Manchac is a financial advisor at Hightower Advisors in Chicago, IL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He worked at Wayne Hummer Investments for 23 years before joining Hightower in 2022. 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 corporations. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering 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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William B

Series 63, Series 65

San Juan Capistrano, CA

Hightower Advisors

William Blanke Jr. is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hightower Securities, LLC since 2014. 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 incorporates manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include 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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Samuel R

Series 65

San Diego, CA

Hightower Advisors

Samuel Ramirez is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower Advisors in 2025, he worked at Kelly & Wohlner Group and Northrop Grumman, and served ten years in the US Navy. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, as well as 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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Lukas D

CFP®, Series 66

Valparaiso, IN

Hightower Advisors

Lukas Duffy is a CFP® with four years of industry experience currently advising at Hightower Advisors. His prior professional background includes roles at OSAIC and Woodbury Financial Services Inc., among others. Lukas also served in the United States Army from 2015 to 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. 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.

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

Series 63, Series 65

Wichita, KS

Hightower Advisors

Stephanie Murphy is a financial advisor at Hightower Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hightower Securities, Hightower Advisors, and related entities since 2016. 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, incorporating 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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Christina B

CFP®

Alpharetta, GA

Hightower Advisors

Christina Bryant is a CFP® professional with three years of industry experience, currently with Hightower Advisors in Alpharetta, GA. She has been with Hightower Advisors since 2022 and previously was involved with At Home With Family for six years. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach 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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Amy T

Series 63, Series 65

Chicago, IL

Hightower Advisors

Amy Travis is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Hightower since 2017, including roles at Hightower Securities LLC and Hightower Advisors LLC, and previously spent nearly two decades with Raymond James Financial Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to a variety of investment vehicles, including alternatives and custom indexing.

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

Series 63, Series 65

San Juan Capistrano, CA

Hightower Advisors

Madison Evans is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Hightower, Madison held roles at multiple companies, including Agri-Stor Companies and Threads USA. Hightower Advisors serves a diverse client base that includes individuals, institutions, and pooled investment vehicles, offering portfolio management, financial planning, and retirement plan consulting. 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.

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

Series 63, Series 65

Pearl River, NY

Hightower Advisors

Sean Hillegass is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at EmblemHealth, Network Doctor, Equitable Advisors, and AxA Advisors. 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’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range 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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Christopher D

CFA®, Series 63, Series 65

Orlando, FL

Hightower Advisors

Christopher Driver is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. His prior experience includes roles at Resource Consulting Group, Inc., Driver Capital, LLC, Zeke Capital, and Warren Averett Asset Management, LLC. 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 alongside proprietary research and diverse portfolio construction strategies.

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

Series 66

New York, NY

Hightower Advisors

Candice Kakar is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds a Series 66 designation and has been with Hightower Advisors since 2012. Outside of her advisory role, she manages an entity called Explorando Caminos Soleados Limitada based in Costa Rica. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

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