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Yvette F

Series 63, Series 65

Chandler, AZ

Hightower Advisors

Yvette Fernandez is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Edward Jones. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions utilizing affiliated and third-party managers, with access to 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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Michael A

Series 66

Huntsville, AL

Hightower Advisors

Michael Ahearn Sr. is a financial advisor with Hightower Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2013. Hightower 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 advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of portfolio construction techniques and operational features.

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

CFP®

Fort Worth, TX

Hightower Advisors

James Elliott is a CFP® professional with six years at Hightower Advisors and four years of prior experience at Teak Tree Capital Management, totaling ten years in the financial industry. He is based in Fort Worth, TX. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and access to a wide 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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Jordan W

Series 63, Series 65

Boca Raton, FL

Hightower Advisors

Jordan Waxman is a financial advisor with Hightower Advisors, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Outside of his advisory role, Waxman serves as trustee for multiple family trusts and manages several private placement life insurance assets and insurance-dedicated investment funds. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm emphasizes portfolio construction with a variety of investment vehicles and offers services such as 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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Asher B

CFP®, Series 66, Series 63

New York, NY

Hightower Advisors

Asher Booz is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Hightower in 2021, he worked at Altfest Personal Wealth Management and Charles Schwab in various roles from 2016 to 2021. 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 multi-manager solutions and proprietary research, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.

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

Series 65

Dallas, TX

Hightower Advisors

Race Chong is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation. His prior experience includes roles in education and construction before joining Hightower Advisors in 2025. 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 various 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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Andrew L

Series 63, Series 65

Orlando, FL

Hightower Advisors

Andrew Llewellyn is a financial advisor at Hightower Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, M1 Finance, and Adage Services. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research.

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

CFP®, Series 63, Series 66

Newport Beach, CA

Hightower Advisors

Brett Bonecutter is a CFP®-certified financial advisor at Hightower Advisors with four years of industry experience. He has previously worked with AKT American Capital and Emerson Equity, LLC, and is also involved with eXp Realty of Southern California, Inc. and Hybrid Agent Group, Inc. outside of his advisory role. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research to offer a range of investment strategies and portfolio management services.

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

Series 65

Purchase, NY

Hightower Advisors

Daniel Galvin is a financial advisor with Hightower Advisors, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Shikiar Asset Management, Inc. and Mariner Wealth Advisors. 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, utilizing proprietary research and a range of investment strategies across traditional and alternative asset classes.

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

Series 65

Cleveland, OH

Hightower Advisors

Michael Kalinoski is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has been with Hightower Advisors since 2017 and previously worked at PNC Bank from 2014 to 2017. Based in Cleveland, OH, Kalinoski is relatively new to the industry with zero years of experience reported. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles in its approach.

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

Series 65

Brentwood, MO

Hightower Advisors

Stephanie Temporiti is a Series 65-licensed advisor at Hightower Advisors with 10 years of industry experience. She previously worked at Buckingham Strategic Wealth for eight years and Flourish Wealth Management Inc. for two years. 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, utilizing both affiliated and third-party managers, with offerings that include 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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Dylan W

Series 65

Brentwood, MO

Hightower Advisors

Dylan Wardenburg is a Series 65-licensed financial advisor at Hightower Advisors with three years of industry experience. Prior to joining Hightower in 2022, he spent time as a student and was unemployed for one year. He serves on the Lutheran Family and Children Services Young Professionals Board in St. Louis, focusing on development and public relations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety 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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Michael C

Series 66

Marlton, NJ

Hightower Advisors

Michael Cona is a financial advisor at Hightower Advisors with 24 years of industry experience. He has worked with Hightower Advisors and HighTower Securities since 2017 and previously held positions at Bank of America and Merrill. Outside of advising, he serves as a trustee for the Sturbridge Woods Swim Club, a community swim organization in New Jersey, where he helps oversee operations and fundraising. 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 along with proprietary research to construct portfolios that include 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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Joseph G

Series 66

Huntsville, AL

Hightower Advisors

Joseph Greco is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has prior experience at Osmose Utilities Services, Mauldin & Jenkins CPA's & Advisors, and Progress Bank, as well as a background in education at Auburn University and Randolph School. 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 uses a multi-manager investment approach that includes affiliated and third-party managers, and it serves clients with diverse needs including large pooled and institutional mandates.

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

Series 66, Series 63

New York, NY

Hightower Advisors

Alexander Dinklage is a financial advisor with Hightower Advisors in New York, NY, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Empower Financial Services, Fortinet, and Champlain Investment Partners. 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, retirement plan consulting, and access to pooled vehicles and private funds. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on proprietary research and diversified investment strategies.

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

CFA®

Huntsville, AL

Hightower Advisors

Pankti Thakar is a CFA® charterholder affiliated with Hightower Advisors, based in Huntsville, AL. Thakar has recently joined the advisory field with experience at Hightower Advisors since 2026 and prior roles at Morgan Stanley, Gallagher Re, and Morningstar. 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 proprietary research and a broad investment platform that includes 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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Scott M

Series 63, Series 66

Milford, CT

Hightower Advisors

Scott Moulton is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Moulton serves on the Board of Corporators for The Milford Bank, participates in community service as a member of the Devon Rotary, and is an executive board member of the Milford Chamber of Commerce. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction strategies.

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

Series 63, Series 65

Purchase, NY

Hightower Advisors

Paul Bucci is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altium Wealth Management and Balanced Growth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model 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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Guy W

Series 63, Series 66

Dallas, TX

Hightower Advisors

Guy Wayman is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Frontier Investment Management Co and Steele Capital Management, Inc. before joining Hightower in 2020. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes 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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Tyler B

CFP®

New York, NY

Hightower Advisors

Tyler Bisack is a CFP® professional with five years of industry experience, currently serving at Hightower Advisors since 2023. His prior roles include positions at Hightower Altium Holding, LLC, Altium Wealth Management, LLC, and Connecticut Financial. He is based in New York, NY. 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 focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and 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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