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Jessica S

CFA®

Chicago, IL

Hightower Advisors

Jessica Salemy is a CFA® charterholder currently with Hightower Advisors in Chicago. She has prior experience at Star Mountain Capital, WP Global Partners, Mercer, and Marquette Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside 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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Joel T

Series 63, Series 65

White Plains, NY

Hightower Advisors

Joel Talish is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as Chair of the Development Committee for the public charter middle school School in the Square in New York City. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles, with a focus on portfolio construction and risk management.

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

Series 65

Dallas, TX

Hightower Advisors

Alexander Ling is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Before joining Hightower, he worked at The Menard Financial Group and Willis Johnson & Associates, and he operated Sandra Ling Designs, a business active for seven years. He was also a student at the University of Houston from 2018 to 2024. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers 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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Andrew B

Series 66

Houston, TX

Hightower Advisors

Andrew Bybee is a financial advisor with Hightower Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual and the Law Firm of Jan Woodward Fox. He also worked briefly with Chungdahm Learning Academy. 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 various investment vehicles.

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

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Andrew Richardt is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he spent 16 years at Thompson Wealth Management. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, and includes 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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Richard F

Series 66, Series 65

Harrison, NY

Hightower Advisors

Richard Flahive is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hightower Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-manager approach utilizing affiliated and third-party managers, 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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Lauren B

Series 66

Austin, TX

Hightower Advisors

Lauren Barnett is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at Hart Financial, Dimensional Fund Advisors, and Cambridge Associates. 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’s approach emphasizes manager selection and multi-manager solutions, utilizing both 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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Rhyan Y

Series 63, Series 66

Dallas, TX

Hightower Advisors

Rhyan Young is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Frontier Investment Management Co and TIAA-CREF. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios 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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Sean L

Series 66

Newport Beach, CA

Hightower Advisors

Sean Latimer is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and its affiliated entities before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment strategies.

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

CFP®, Series 66

Orlando, FL

Hightower Advisors

Jacob Land is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at Resource Consulting Group and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with services spanning 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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Graham S

Series 65

Memphis, TN

Hightower Advisors

Graham Shelton is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 65 credential and has worked at HighTower Securities LLC since 2020. Prior to that, he spent a year at Andrew Johnson Bank and four years at the University of Tennessee. 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, trusts, and insurance companies. The firm’s advisory approach features manager selection and multi-manager solutions, utilizing both 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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Laura K

Series 66

Los Angeles, CA

Hightower Advisors

Laura Kim is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Bel Air Investment Advisors LLC and Bel Air Securities LLC since 2016. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio construction and specialized investment strategies.

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

Series 63, Series 65

Watertown, NY

Hightower Advisors

Phillip Banazek is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, since 2010. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and customized indexing strategies.

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

Series 63

Centennial, CO

Hightower Advisors

Jordan Dechtman is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds a Series 63 designation and previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Dechtman Wealth Management, LLC, and Securities America Advisors, Inc. Outside of his advisory role, he is a part owner of Dtown Fitness, LLC, a fitness business based in Centennial, CO. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach with both affiliated and third-party managers. The firm’s services include discretionary portfolio management, financial planning, and retirement consulting, supported by proprietary research and a variety of investment 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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Jason H

CFP®, Series 65

Lexington, MA

Hightower Advisors

Jason Hastings is a CFP® and Series 65 licensed advisor with Hightower Advisors, based in Lexington, MA. He has 12 years of industry experience, including nine years at Lexington Wealth Management and seven years with Hightower 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, employing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

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

Series 65, Series 63

New York, NY

Hightower Advisors

Alexander Maroccia is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Infusive, Berenberg Capital Markets, LLC, and KPMG LLP. Maroccia is based in New York, NY. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management, financial planning, and retirement consulting solutions that utilize 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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Walter S

CFA®, Series 66

New York City, NY

Hightower Advisors

Walter Saad is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Hightower Advisors in New York City. He has worked at Hightower Securities, LLC since 2009. 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. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing 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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Edwin H

Series 66

Los Angeles, CA

Hightower Advisors

Edwin Huey is a financial advisor with Hightower Advisors in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He worked at Bel Air Securities LLC for 16 years before joining Hightower Advisors in 2021. Huey is also employed by Bel Air Investment Advisors LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes 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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George B

CFP®, Series 65

Lexington, MA

Hightower Advisors

George Bouton III is a CFP® with nine years of industry experience. He has been with HighTower Advisors since 2019 and previously worked at Lexington Wealth Management, Inc. from 2017 to 2019. 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, offering access to 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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Meredith M

Series 66

Folsom, CA

Hightower Advisors

Meredith Mussano is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. She previously worked at Merrill and Wells Fargo and is currently the successor trustee of a family living trust. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach.

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