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Steven T

Series 66

New York, NY

Hightower Advisors

Steven Tresnan is a financial advisor at Hightower Advisors with 20 years of industry experience. He holds a Series 66 designation and has been with Hightower Securities and Hightower Advisors since 2009. Outside of his advisory role, he serves as a board member for the Leonia Sports Boosters, assisting with planning and fundraising for local sports activities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions through affiliated and third-party managers, offering 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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Sarah H

CFP®, Series 66

Wichita, KS

Hightower Advisors

Sarah Hampton is a CFP® professional with 21 years of experience in the financial advisory industry. She is currently with Hightower Advisors, where she has worked since 2021. Her previous roles include positions at Private Client Services and 6 Meridian LLC from 2016 to 2021. 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, with portfolio construction that includes 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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David B

CFP®

Cleveland, OH

Hightower Advisors

David Bosak is a CFP® professional at Hightower Advisors with seven years of industry experience. He previously worked at Fairport for five years before joining Hightower Advisors in 2019. Hightower Advisors 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 through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both 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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Mitchell B

CFP®, Series 63, Series 65

Boca Raton, FL

Hightower Advisors

Mitchell Brill is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with Hightower Advisors and has previously worked at Mass Mutual and Altium Wealth Management LLC. In addition to his advisory work, he has authored a book. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options alongside 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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Christina A

Series 63, Series 65

Alpharetta, GA

Hightower Advisors

Christina Andrzejewski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

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

CFA®, Series 66

Los Angeles, CA

Hightower Advisors

Yongkwan Kim is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He currently serves as an advisor at Hightower Advisors, having joined in 2022, and previously worked at VP Distributors LLC and Kayne Anderson Rudnick Investment Management LLC. 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 with a focus on portfolio construction, proprietary research, and access to alternative investments.

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

Series 65, Series 63

Bethesda, MD

Hightower Advisors

Victoria Harrell is a financial advisor at Hightower Advisors with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Hightower since 2022, following prior roles at Savant Wealth Management and Yeske Buie. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with 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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Kevin J

CFP®, Series 66

Chicago, IL

Hightower Advisors

Kevin Jackson is a CFP® professional based in Chicago, IL, with 14 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

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

Series 65, Series 63

Purchase, NY

Hightower Advisors

Charles Paksi is a financial advisor at Hightower Advisors with 18 years of industry experience. He previously worked at Altium Wealth Management LLC and Sumridge Partners, LLC. In addition to his advisory career, he serves as a Battalion Executive Officer in the US Army Reserve, coordinating operations and commanding in the absence of the Battalion Commander. 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 both affiliated and third-party managers, and offers a range of portfolio management and consulting services supported by proprietary research and sophisticated operational features.

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

Series 66

Pearl River, NY

Hightower Advisors

Jennifer Schnalzer is a financial advisor with Hightower Advisors and holds a Series 66 designation. She has 10 years of experience in the industry, including roles at CMG Financial Planning Ltd, Equitable Advisors, LLC, and Wells Fargo Clearing. Schnalzer serves as a board member for the Academy of Finance High School Program and participates in a professional community focused on value for divorcing clients through the National Association for Divorced Professionals. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering a range of portfolio management and consulting services tailored to various investment needs.

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

Series 66

Tucson, AZ

Hightower Advisors

Ajaydeep Singh is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Magnus Financial Group LLC and Northwestern Mutual Investment Services LLC. Singh has been affiliated with Hightower securities entities since 2020 and maintains a long-term association with Georgetown University and DCMPAA. 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, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles tailored to varying client needs.

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

CFP®, Series 63

Cleveland, OH

Hightower Advisors

Emily Drake is a CFP® with 26 years of industry experience. She has worked at Hightower Advisors since 2019 and previously held roles at WealthTrust Fairport, Fairport Asset Management, and Roulston & Co Inc. She is based in Cleveland, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering manager selection, multi-manager solutions, and access to both proprietary and third-party investment options. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through a comprehensive advisory model.

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

Series 63

Dallas, TX

Hightower Advisors

Steven Anglin is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. His career includes long tenures at Smith Anglin & Co. and Smith Anglin Financial, LLC. Outside of advisory work, he is involved as a managing member or partner in several investment-related LLCs focused on oil and gas properties and family real estate partnerships. 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 deliver diversified portfolios that may 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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Joyce Z

Cleveland, OH

Hightower Advisors

Joyce Zak is a financial advisor at Hightower Advisors with seven years of industry experience. She previously worked at WealthTrust Fairport, LLC for 19 years. Zak is based in Cleveland, OH. 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 a focus on portfolio construction that incorporates 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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Diego W

Series 63, Series 65

Chicago, IL

Hightower Advisors

Diego Wanderley is a financial advisor at Hightower Advisors with five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Fifth Third Securities. Hightower Advisors 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’s advisory model emphasizes multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates 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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Zachary W

Series 66, Series 63

Wayne, PA

Hightower Advisors

Zachary Walker is a financial advisor at Hightower Advisors with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Hightower in 2025, he worked at The Vanguard Group for four years and held positions at Randstad, BioTelemetry, and Holy Family University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of 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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Timothy M

Series 63, Series 65

Spokane, WA

Hightower Advisors

Timothy Mitrovich is a financial advisor with Hightower Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience, including 14 years with Ten Capital Investment Advisors, LLC and three years with Hightower Advisors. 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 emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of 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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Eric Y

Series 65

Westport, CT

Hightower Advisors

Eric Young is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Emissary Wealth and RPM Capital Management LLC. He is based in Westport, CT. 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 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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Richard R

Series 65

Los Angeles, CA

Hightower Advisors

Richard Ratner is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with five years of industry experience. Prior to joining Hightower Advisors, he worked at CBRE, Inc for 13 years. He serves as a board member of the Cedar Sinai Board of Governors. 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, with an emphasis on 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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David M

Series 63, Series 65

Wilmington, NC

Hightower Advisors

David Molnar is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors offers 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 various investment strategies.

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