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Erica W

CFP®, Series 66

Chicago, IL

Hightower Advisors

Erica Wiggins is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Hightower Advisors in 2021, she worked at Ausdal Financial Partners, Inc. and Clear Perspective Advisors from 2012 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

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

Series 66

Los Angeles, CA

Hightower Advisors

Joshua Markman is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. 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 approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, 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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Johnathan F

Series 66

New York, NY

Hightower Advisors

Johnathan Fincher is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. for five years. His background also includes multiple roles at Boston College and Sirius Decisions. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement consulting, and access to various pooled investment vehicles. The firm emphasizes multi-manager solutions and 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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Perry N

Series 66

Alpharetta, GA

Hightower Advisors

Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. 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 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 customized indexing.

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

Series 66

New York, NY

Hightower Advisors

Kevin Collins is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. He has worked at Hightower Advisors since 2024, with prior roles at Frost and H-E-B. 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 utilizes a multi-manager approach, combining affiliated and third-party managers with proprietary research to construct 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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Matthew O

CFP®, Series 63, Series 66

Vail, CO

Hightower Advisors

Matthew Otto is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Hightower Advisors. He has worked with HighTower Securities and Hightower Advisors since 2016. Outside of his advisory role, he is involved as an investor and partner in the acquisition and management of multifamily apartment complexes and commercial real estate in Sarasota, Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and access to proprietary research to support portfolio construction, 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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Heather L

Series 66

Littleton, CO

Hightower Advisors

Heather Lore is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked with Hightower Advisors since 2017 and previously spent ten years at UBS Financial Services. Outside of her advisory role, she works part-time as a waitress at a restaurant. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach and proprietary research. The firm’s services include portfolio management, financial planning, and retirement plan consulting, with experience managing both domestic and international mandates.

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

Series 65, Series 63

Cincinnati, OH

Hightower Advisors

Patrick Harrington is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Cais Capital, LLC, Lazard Asset Management Securities LLC, and BlackRock Investments, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management and emphasizes manager selection with 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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Justin S

CFP®, CFA®

Marlton, NJ

Hightower Advisors

Justin Stein is a CFP® and CFA® at Hightower Advisors with two years of experience at the firm and eight years previously at PNC Bank. He is based in Marlton, NJ. 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 affiliated and third-party managers alongside 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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Andrew H

CFP®, Series 63, Series 65

Alpharetta, GA

Hightower Advisors

Andrew Hill is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Hightower Advisors. He has held roles at HighTower Securities, SunTrust Advisory Services, and Suntrust Investment Services, with nearly two decades at the latter. Outside of his advisory practice, he is involved in the periodic maintenance of a personal second home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on 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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Richard D

Series 63

Cleveland, OH

Hightower Advisors

Richard Damico is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 63 designation and previously worked at Fairport Asset Management for ten years before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles, serving clients that include pension plans, charitable organizations, corporations, and insurance companies.

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

Series 63, Series 65

Encino, CA

Hightower Advisors

Joseph Feinberg is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2015. Feinberg serves as an advisory board member for the Young Chicago Authors Foundation, a nonprofit organization supporting youth through literary arts. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach incorporates manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and includes 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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Madeline C

Series 66

Mission Woods, KS

Hightower Advisors

Madeline Crawford is a financial advisor at Hightower Advisors with a Series 66 designation and four years of industry experience. She has worked at Hightower since 2018, following prior roles at Barkley Evergreen & Partners/Crossroads Communication and Garmin International. 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, offering access to affiliated and third-party managers through discretionary and non-discretionary 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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Amber C

Series 66

Westport, CT

Hightower Advisors

Amber Camargo is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2015. Based in Westport, CT, her career has been focused at the firm during this period. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction, offering discretionary and non-discretionary management alongside 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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Angel Q

Series 65

Purchase, NY

Hightower Advisors

Angel Quito is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Mirador and Northwestern Mutual. 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, along with proprietary research and various investment strategies.

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

CFP®, Series 66

Purchase, NY

Hightower Advisors

Anthony Croce is a CFP® professional at Hightower Advisors with 12 years of industry experience. He has worked at Hightower Advisors since 2023 and previously at Altium Wealth Management and Investmark Advisory Group. Croce also serves as an Infantry Officer and Platoon Leader in the Connecticut Army National Guard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions with access to both affiliated and third-party managers.

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

Series 65

Lexington, MA

Hightower Advisors

Carlos Ferreira is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with three years of industry experience. He has worked at Hightower Advisors since 2022 and also has a longstanding tenure at State Street Bank and Trust beginning in 2008. 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, offering access to 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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Wilkes C

Series 66

Memphis, TN

Hightower Advisors

Wilkes Crosthwait is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investors Services and MassMutual Life Insurance. He has also worked in non-financial roles, including managing at The Sipp on South Lamar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes affiliated and third-party managers, utilizing a variety of investment vehicles and proprietary research.

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

CFP®, Series 66

Bloomfield Hills, MI

Hightower Advisors

Jordann Andrusiak is a CFP® with 13 years of experience in the financial services industry. He has worked at Hightower Advisors since 2017 and previously held a position at Wells Fargo Advisors from 2009 to 2017. He holds the Series 66 designation and is based in Bloomfield Hills, MI. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a manager selection and multi-manager approach, utilizing affiliated and third-party managers, 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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Kaylee T

Series 66

Bellevue, WA

Hightower Advisors

Kaylee Turin is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Highland Private Wealth Management, and Bank of America. Outside of her financial career, her background includes roles in retail and education sectors such as American Eagle Outfitters and the University of Washington. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features multi-manager solutions and emphasizes manager selection, offering access to proprietary research, various investment vehicles, and tailored portfolio construction.

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