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Max B

Series 65

Bend, OR

Hightower Advisors

Max Bennett is a financial advisor at Hightower Advisors with two years of industry experience. He has worked at Hightower Advisors since 2023, with a brief period at Ten Capital Wealth Advisors, LLC in 2023-2024. Prior to his advisory career, he was involved with Whitworth University and the 90+ Project. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm 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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Thomas I

Series 65, Series 66

New York, NY

Hightower Advisors

Thomas Irwin is a financial advisor at Hightower Advisors in New York, NY, holding Series 65 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at UBS Financial Services, KKM Financial, and Revere Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection through affiliated and third-party managers, offering 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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Mark S

Series 63, Series 65

Chicago, IL

Hightower Advisors

Mark Sudderberg is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He previously worked at First Heartland Capital, Inc. for 21 years and at Clear Perspective Advisors for four years. Based in Chicago, IL, Sudderberg has a long tenure in financial advisory roles. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, and various organizational entities. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, and offers services ranging from portfolio management to retirement plan consulting.

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

Series 66

Chicago, IL

Hightower Advisors

Francis Murphy III is a Series 66-licensed financial advisor with Hightower Advisors in Chicago, Illinois. He has 19 years of industry experience and has been with Hightower Advisors since 2010. 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’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across 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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Ryan W

Series 66

San Diego, CA

Hightower Advisors

Ryan Weisenberg is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Crest Capital Advisors and Goldman Sachs & Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers diverse portfolio construction options 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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Ami D

Series 63, Series 65

Dallas, TX

Hightower Advisors

Ami Doshi is a financial advisor at Hightower Advisors with seven years of industry experience. Prior to joining Hightower in 2020, Doshi worked at Frontier Investment Management Co, Communities Foundation of Texas, and Inclusive Planet Technologies/Milaap Social Ventures USA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety 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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Marion B

Series 63, Series 65

Colorado Springs, CO

Hightower Advisors

Marion Baker is a financial advisor at Hightower Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HighTower Securities, LLC and UBS Financial Services Inc. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing and managing rental properties. 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 a combination of affiliated and third-party managers along 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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Tracey G

CFP®, Series 63, Series 65, Series 66

Dallas, TX

Hightower Advisors

Tracey Gledhill is a CFP® professional affiliated with Hightower Advisors with 16 years of experience in the financial industry. Her prior experience includes roles at The Vanguard Group, Sanctuary Advisors, and Merrill. Hightower 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, leveraging both 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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Eileen B

CFP®, Series 63, Series 65

Henderson, NV

Hightower Advisors

Eileen Bohn is a Certified Financial Planner (CFP®) with over 31 years of experience in the financial industry. She currently works at Hightower Advisors and has previously held positions at Bel Air Securities, Bel Air Investment Advisors, Wells Fargo Clearing, and First Republic Investment Management. 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, proprietary research, and a diverse set of investment vehicles.

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

Series 66

Omaha, NE

Hightower Advisors

Justin Kaufman is a financial advisor at Hightower Advisors in Omaha, NE, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Inc for 13 years before joining Hightower in 2020. 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 utilizes a manager selection approach with both affiliated and third-party managers and offers access to 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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Stephanie W

CFA®, Series 63

Los Angeles, CA

Hightower Advisors

Stephanie Withers is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she held roles at Bel Air Management Company LLC, Bel Air Securities LLC, and Bel Air Investment Advisor LLC. She serves on the investment committee of Katherine Delmar Burke School, overseeing the school's endowment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers 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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Peter M

Series 66

New York, NY

Hightower Advisors

Peter Mccleary is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Cantor Fitzgerald & Co. and a period in full-time education before joining Hightower in 2019. 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 approach emphasizes manager selection and multi-manager solutions, utilizing both 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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Michael W

Series 66

Chicago, IL

Hightower Advisors

Michael Wrocenski is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and three years of industry experience. He has worked at Hightower Advisors since 2022 and previously was associated with EFG Advisors and held roles outside the financial industry, including operating a business called FlyHigh Bounce House Rentals. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, offering access to affiliated and third-party managers, along with proprietary research and various investment vehicles.

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

Series 66

Seattle, WA

Hightower Advisors

Joseph West is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Hightower since 2015. Outside of his advisory role, he serves as a board member of the Cosmopolitan Homeowners Association in Seattle. 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 and access to various investment vehicles.

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

CFP®, Series 66, Series 63

Campbell, CA

Hightower Advisors

Sean Buxton is a CFP® professional with 22 years of industry experience. He is currently with Hightower Advisors and has worked previously at Integrity Alliance, Lion Street Financial, React Investment Solutions, and Legacy Capital Group California. Outside of his advisory role, Buxton serves on the board of GMW Associates, a company specializing in magnets and magnetic testing and support. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across 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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Jordan R

Series 66

Boca Raton, FL

Hightower Advisors

Jordan Rae is a financial advisor with Hightower Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. In addition to his advisory role, he is involved with Capstone Strategic Wealth Advisors, LLC, an administrative services company related to his RIA practice. 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 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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Jeffrey C

CFP®, ChFC®, Series 63, Series 65

West Port, CT

Hightower Advisors

Jeffrey Corliss is a CFP® and ChFC® with 38 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2016, and previously held positions at firms including RDM Insurance Services and MSI Financial Services. 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 manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and financial planning.

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

Series 65, Series 63

Newport Beach, CA

Hightower Advisors

Jacob Salloum is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hightower in 2025, he worked at MWA Financial Services Inc. and Modern Woodmen of America, among other roles spanning financial services and restaurant management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across a range of 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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Nathaniel L

Series 66

Huntsville, AL

Hightower Advisors

Nathaniel Linker is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. His prior work includes four years at Eagle Market Makers and roles at A.T. Still University and Southern Illinois University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers. The firm’s offerings include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled and private investment vehicles.

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

CFP®, Series 66

Chicago, IL

Hightower Advisors

Gregory Gregory is a CFP® and holds the Series 66 designation, with 13 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent eight years at Clear Perspective Advisors and Ausdal Financial Partners. He is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, 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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