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Brandon H
Series 65
Houston, TX
Hightower Advisors
Brandon Hicks is a financial advisor at Hightower Advisors with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Amazon and in the food service industry. 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 proprietary research and a variety of investment vehicles.
Jon H
CFP®, Series 65
Spokane, WA
Hightower Advisors
Jon Heideman is a CFP® credentialed financial advisor with five years of industry experience. He is currently with Hightower Advisors and Ten Capital Wealth Advisors, and previously worked at BDO USA, LLP for twelve years. He is based in Spokane, WA. 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 strategies using both affiliated and third-party managers, offering a range of portfolio management and financial planning solutions.
Brandon H
Series 65
Chicago, IL
Hightower Advisors
Brandon Hoeft is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation and serves on the advisory board for the School of Business & Entrepreneurship at North Central College, advising on curriculum and industry connections. Before joining Hightower Advisors, he was affiliated with Lewis University and North Central College. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with specific capabilities in managing cross-border exposures and institutional mandates.
Cathleen M
Series 66
Palm Desert, CA
Hightower Advisors
Cathleen Morici is a financial advisor at Hightower Advisors with 19 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. 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 access to affiliated and third-party managers along with proprietary research and diversified portfolio construction.
Matthew R
Series 65, Series 63
Dallas, TX
Hightower Advisors
Matthew Rivera is a financial advisor at Hightower Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Fisher Investments, Glenmede Trust Company, Mariner Wealth Advisors, The Vanguard Group, and Wealth Management Solutions. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and portfolio management services.
Kerry C
Series 66
Colorado Springs, CO
Hightower Advisors
Kerry Chambers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding a Series 66 designation and having 25 years of industry experience. Prior to joining Hightower in 2017, he worked at Morgan Stanley Smith Barney from 2009 to 2017. Outside of advising, he is involved with Bicycle Village, a specialty sports retail business where he provides customer service and assists with sales operations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm employs a multi-manager approach with access to both affiliated and third-party managers, providing portfolio management, financial planning, and retirement consulting tailored to various investment needs.
Charlotte S
Series 65
Waltham, MA
Hightower Advisors
Charlotte Spiegel is a financial advisor with Hightower Advisors, holding a Series 65 designation and six years of industry experience. Her work history includes roles at Argent Wealth Management, Consolidated Funeral Services, Framingham State Alumni Department, and Lovepop, Inc. Hightower Advisors serves a diverse client base including individual and institutional investors, offering investment advisory and planning services through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides access to various investment vehicles and portfolio management programs.
Fred W
Series 63, Series 65
Houston, TX
Hightower Advisors
Fred Williams Jr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at multiple Salient entities and Hightower Securities LLC since 2018. Outside of his advisory work, he serves as vice chairman of the board of trustees at Star of Hope Mission and is a member of the University of Houston President's Advisory Council. 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 investment options spanning mutual funds, ETFs, alternatives, and custom indexing.
David W
Series 63, Series 65
Chicago, IL
Hightower Advisors
David Work is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at Merrill from 1998 to 2021 before joining HighTower Securities and HighTower Advisors in 2021. Outside of advisory work, he serves as an adjunct faculty member at Texas Christian University, teaching a personal finance course. 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. The firm offers portfolio management, financial planning, and retirement consulting, with an emphasis on proprietary research and diversified investment solutions.
Thomas S
PFS™, Series 66
Cleveland, OH
Hightower Advisors
Thomas Seifert is a financial advisor with Hightower Advisors, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. He worked at WealthTrust Fairport, LLC for 12 years before joining Hightower Advisors in 2019. Hightower provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and operational support tailored to both domestic and international clients.
Ted A
CFP®, Series 63, Series 65
Tampa, FL
Hightower Advisors
Ted Albrecht is a CFP® with 26 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at firms including Journey Strategic Wealth, LPL Financial, and J.P. Morgan Securities. Albrecht operates MDL Wealth Management, an investment-related business based in Tampa, FL. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled and private investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and portfolio construction strategies.
Alexandra K
Series 65
Houston, TX
Hightower Advisors
Alexandra Kantalis is a financial advisor at Hightower Advisors in Houston, TX, with 12 years of industry experience. She holds a Series 65 designation and has worked at HighTower Advisors since 2018. Prior to that, she was with Salient Private Client, LLC, Salient Capital Advisors, LLC, and Salient Partners, L.P. 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, and offers a broad spectrum of portfolio management and financial planning services.
Bryan G
Series 63, Series 66
Wichita, KS
Hightower Advisors
Bryan Green is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Private Client Services. He is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, 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 a range of investment vehicles.
Adam D
CFP®, Series 65, Series 66
Fort Worth, TX
Hightower Advisors
Adam Deem is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at Comprehensive Asset Management and Servicing, Inc. and Teak Tree Capital Management, LLC, both from 2009 to 2020. In addition to his advisory role, Deem serves as treasurer for the River Park HOA in Fort Worth, TX. 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs proprietary research and offers access to various investment vehicles, including mutual funds, ETFs, alternative investments, and customized indexing solutions.
Kenneth B
CFP®, Series 63, Series 66
Marlton, NJ
Hightower Advisors
Kenneth Bradshaw is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group and BlackRock. 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 alongside proprietary research and portfolio construction techniques.
Lauren J
Series 66
Fox Point, WI
Hightower Advisors
Lauren Jamrose is a financial advisor at Hightower Advisors with 16 years of industry experience. She previously worked at Robert W. Baird & Co. for 16 years before joining Hightower in 2025. Jamrose holds a Series 66 designation and serves on the Board Advancement Committee at Mount Mary University, contributing to fundraising strategy and alumni engagement. 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 various investment vehicles.
Tyler G
Series 66
Mission Woods, KS
Hightower Advisors
Tyler Geiman is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has three years of industry experience and has worked at Falcon Wealth Advisors since 2022. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing proprietary research and a diverse set of investment vehicles including mutual funds, ETFs, and alternative investments.
John M
Series 63, Series 65
Chicago, IL
Hightower Advisors
John Mauldin is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Mauldin Economics LLC and CMG Capital Management Group Inc. Outside of advisory roles, he directs ME Research LLC, which publishes various newsletters. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.
Colleen K
CFA®
Bellevue, WA
Hightower Advisors
Colleen Kroeger is a CFA® charterholder with 17 years of industry experience. She has worked at Hightower Advisors since 2022 and was previously with Highland Private Wealth Management for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and insurance companies. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.
Lewis B
CFP®, Series 66
Punta Gorda, FL
Hightower Advisors
Lewis Bennett IV is a CFP® with 27 years of experience in financial advisory. He is currently with Hightower Advisors, where he has worked since 2021, following roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Outside of his advisory work, he is an investor in a golf service company based in Scottsdale, Arizona. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside access to affiliated and third-party managers.
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