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Scot J

CFP®, Series 65

Dallas, TX

Hightower Advisors

Scot Jackson is a CFP® professional with 14 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Frontier Investment Management Co. He is also a 50% owner of Barefeet Photography and Design LLC, a family-owned business in Richardson, Texas, and serves as the Track and Field Commissioner for the Home School Athletic Association. 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 with a range of portfolio strategies.

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

CFA®, Series 63

Chicago, IL

Hightower Advisors

Dayle Malone is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, Malone worked at Clear Perspective Advisors, LLC for eight years. Malone is also a director of the Dudley D. & Delores R. Malone Family Foundation, a charitable private family foundation based in Illinois. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a manager selection and multi-manager strategy that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles.

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

CFP®, Series 63

Wayne, PA

Hightower Advisors

Raymond Baraldi is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Hightower Advisors. He has been with HighTower Securities, LLC since 2016. Raymond holds the Series 63 license and is based in Wayne, PA. Hightower Advisors provides investment advisory and planning services to a broad 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 manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

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

Series 66

New York, NY

Hightower Advisors

Christopher Dicostanzi is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with 13 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. 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 a focus on proprietary research and diverse 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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Haleh M

Series 65

Chapel Hill, NC

Hightower Advisors

Haleh Moddasser is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds the Series 65 designation and previously worked at Stearns Financial Services Group for nine years before joining Hightower Advisors in 2020. 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, combined with proprietary research and portfolio construction techniques.

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

Series 66

Dallas, TX

Hightower Advisors

James Maher is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Calamos Wealth Management, Mai Capital Management, Fisher Investments, Ameriprise Financial Services, and Edward Jones. He also served in the United States Air Force Reserve for 21 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and a combination of discretionary and non-discretionary portfolio management. The firm’s approach includes the use of proprietary research and a variety of investment vehicles, serving both domestic and international clients with an emphasis on manager selection 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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William B

CFP®, Series 66

Dallas, TX

Hightower Advisors

William Bowling is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior experience includes roles at THE Vanguard Group, Charles Schwab, USAA, and Ameriprise. 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, 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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David C

CFA®, Series 66

Dallas, TX

Hightower Advisors

David Catron is a CFA® charterholder and Series 66 registrant with 18 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2020. Prior to joining Hightower, he held roles at Frontier Investment Management Co and USAA Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes a multi-manager approach with manager selection, 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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David D

CFP®, ChFC®, Series 66

Austin, TX

Hightower Advisors

David Dunn is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020, and previously held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance and serves as sole manager of a family limited partnership. 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 access to mutual funds, ETFs, alternative investments, and customized portfolios.

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

Series 66

McLean, VA

Hightower Advisors

Ashley Galvin is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. 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, 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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Allison P

CFP®, Series 66

Dallas, TX

Hightower Advisors

Allison Patella is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, she worked at Dimensional Fund Advisors for seven years. Outside of her advisory role, she has been involved with the Lone Star Field Hockey Club for over a decade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, manager selection, and offers a range of discretionary and non-discretionary portfolio management strategies supported by proprietary research.

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

CFP®, Series 66

Newport Beach, CA

Hightower Advisors

David Bahnsen is a CFP® and Series 66-credentialed financial advisor with 24 years of industry experience. He is affiliated with Hightower Advisors and has been with the firm since 2015, also leading The Bahnsen Group since 2018. Outside of his advisory role, he records a weekly podcast for National Review focusing on theology, philosophy, and the human quest for flourishing. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and a combination of affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with extensive financial planning services.

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

CFA®, Series 65

Greensboro, NC

Hightower Advisors

Jason Croy is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He has worked at Hightower Advisors since 2020, following positions at Stearns Financial Group and Captrust Financial Advisors. 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 delivers services such as 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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Jill W

CFP®

Chicago, IL

Hightower Advisors

Jill Ward is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Hightower Advisors since 2021. Her prior experience includes five years at TC Wealth Partners and 17 years at Trust Company of Illinois. She is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary management, financial planning, and retirement consulting. The firm emphasizes multi-manager solutions and proprietary research, serving clients through a network of Advisor Practices with access to various 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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Marc F

Series 63, Series 65

Denver, CO

Hightower Advisors

Marc Friedman is a financial advisor at Hightower Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Princeton Fund Advisors and Investment Security Group. He serves on the Investment Committee of the Puksta Foundation, a Colorado-based nonprofit that provides college scholarships. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers across a range of asset types and strategies.

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

PFS™

Cleveland, OH

Hightower Advisors

Christopher Isabella is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds the PFS™ designation and has worked at Hightower Advisors since 2019, following a 12-year tenure at WealthTrust Fairport, LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on manager selection, proprietary research, and solutions 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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Andrew K

Series 65

Dallas, TX

Hightower Advisors

Andrew Khalaf is a financial advisor with Hightower Advisors in Dallas, TX. He holds a Series 65 designation and has been with Hightower since 2025. Prior to joining Hightower, Khalaf held positions at Charles Schwab and has academic experience at Southern Methodist University and Baylor University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, with an emphasis on manager selection, multi-manager solutions, and access to proprietary and third-party investment managers.

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

CFP®, Series 66

Falmouth, ME

Hightower Advisors

Grey Terry is a CFP® with 18 years of industry experience, currently serving at Hightower Advisors since 2011. He holds the Series 66 designation and is based in Falmouth, ME. Terry has been associated with both Hightower Advisors and Hightower Securities, LLC over the past 15 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, corporations, and trusts. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management strategies alongside 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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Jeffrey S

Series 63, Series 66

Santa Fe, NM

Hightower Advisors

Jeffrey Sand is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds the Series 63 and Series 66 designations and worked at The Rikoon Group for 14 years before joining Hightower in 2021. In addition to his advisory role, he assists in trust and estate administration services and occasionally acts as an independent agent introducing real estate borrowers to financing sources. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, delivering solutions through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager strategies, incorporating proprietary research and a variety 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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Michael C

CFP®, Series 65

Houston, TX

Hightower Advisors

Michael Churchill is a CFP® with eight years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. He previously worked at STA Wealth Management, LLC for five years and ABIP, PC for four years. Outside of his advisory role, he is the president of Churchill Consolidated Group Inc., a company involved in accounting and tax preparation. 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 includes manager selection through affiliated and third-party managers, proprietary research, and portfolio construction incorporating 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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