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Reid B

Series 65

Los Angeles, CA

Hightower Advisors

Reid Budrovich is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2019 following five years as a student. 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 affiliated and third-party managers along with proprietary research to offer diversified 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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Andrew M

Series 63, Series 65

New York City, NY

Hightower Advisors

Andrew Morse is a financial advisor with Hightower Advisors in New York City, holding Series 63 and 65 licenses and bringing 55 years of industry experience. He has been with Hightower Advisors since 2010. Outside of his advisory role, Morse serves as a director of Seacor Marine Holdings, where he chairs the compensation committee and participates on governance and nominating committees. 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 through affiliated and third-party managers, utilizing proprietary research and a range of 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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Alexis S

Series 66

New York, NY

Hightower Advisors

Alexis Sheehan is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 license with four years of industry experience. Prior to joining Hightower Advisors in 2024, Alexis worked at Equitable and Equitable Advisors from 2020 to 2024. Outside of finance, Alexis has been involved with the nonprofit Yedei Chesed as a Direct Support Professional. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a variety 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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Brock B

CFP®

De Pere, WI

Hightower Advisors

Brock Becker is a CFP® professional with four years of industry experience, currently advising at Hightower Advisors. He previously worked at Financial Planning and Information Services, Inc. and Wipfli LLP. 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 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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Paul R

Series 66

Newport Beach, CA

Hightower Advisors

Paul Rand is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation with 25 years of industry experience. He has worked at HighTower Securities, LLC and Hightower Advisors since 2016. Rand is also involved with R2M Management CA, LLC, an administrative services company related to registered investment advisor practices. 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 management, financial planning, and retirement consulting, with capabilities in alternative investments, custom indexing, and cross-border investment strategies.

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

Series 63, Series 65

Valparaiso, IN

Hightower Advisors

Timothy Scannell is a financial advisor at Hightower Advisors with 40 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. He holds Series 63 and Series 65 credentials and is based in Valparaiso, IN. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. 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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Cory B

Series 66

Mission Woods, KS

Hightower Advisors

Cory Bittner is a financial advisor at Hightower Advisors with 14 years of industry experience. He has held roles at Hightower Advisors and HighTower Securities, LLC since 2016 and previously worked at UBS Financial Services INC from 2013 to 2016. He holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering a variety of investment strategies 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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Yasmina R

Series 65

Houston, TX

Hightower Advisors

Yasmina Rivera is a financial advisor at Hightower Advisors based in Houston, TX, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Gessner Wealth Strategies and entrepreneurial experience managing Kirby Ice House and Christian's Tailgate Bar & Grill. 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 affiliated and third-party managers to deliver 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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Pamela S

Series 65

Greemsboro, NC

Hightower Advisors

Pamela Stearns is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds a Series 65 designation and previously led Stearns Financial Services Group for 13 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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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Jarod R

Series 63, Series 66

Wichita, KS

Hightower Advisors

Jarod Rucker is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Northwestern Mutual and Eagle Strategies. 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, with a focus on portfolio customization and a broad spectrum of investment options.

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

Series 63, Series 65

Watertown, NY

Hightower Advisors

Shane Simser is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities 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, and financial institutions. The firm 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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Chelsea W

Series 66

San Diego, CA

Hightower Advisors

Chelsea Wetzel is a financial advisor with Hightower Advisors in San Diego, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill, Raymond James & Associates, BNY Mellon Wealth Management, and Capital Group. 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 services including discretionary portfolio management, 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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David Z

Series 63, Series 65

New York City, NY

Hightower Advisors

David Zoll is a financial advisor at Hightower Advisors in New York City with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Hightower Securities, LLC since 2019 and previously at Fieldpoint Private Securities, LLC from 2012 to 2019. 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, offering access to proprietary research and a broad range of investment vehicles through its network of Advisor Practices.

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

Series 63, Series 65

New York, NY

Hightower Advisors

Thomas Fox is a financial advisor at Hightower Advisors in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Oppenheimer and Motion PT Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach features multi-manager solutions, manager selection, and proprietary research, delivering 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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Grace T

Series 65

Ellensburg, WA

Hightower Advisors

Grace Terrill is a financial advisor with Hightower Advisors, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Hightower, she worked in various roles including at All Seasons Vacation Rentals and LPL Financial, and she has academic experience through Eastern Washington University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles to meet client needs.

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

CFP®, Series 63, Series 65

Naples, FL

Hightower Advisors

Adam Masterson is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at Moran Wealth Management and teaching roles at Florida State University and Stetson University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management 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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Taylor T

Series 66

Huntsville, AL

Hightower Advisors

Taylor Thomas is a financial advisor at Hightower Advisors with a Series 66 designation and three years of industry experience. Prior to joining Hightower in 2022, Taylor worked at Boeing and Merrill Lynch. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with an emphasis on manager selection and multi-manager solutions that incorporate 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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Drew M

Series 63, Series 65

Los Angeles, CA

Hightower Advisors

Drew Morwood is a financial advisor at Hightower Advisors in Los Angeles, California, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes roles at TD Ameritrade and Cetera Financial Group, as well as experience associated with Baylor University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that incorporate both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities that include access to pooled vehicles, private funds, and strategies addressing international exposure and tax management.

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

CFP®, CFA®, Series 63, Series 65

Arlington, VA

Hightower Advisors

Scott Walker is a CFP® and CFA® with 26 years of industry experience. He has been with Hightower Advisors since 2021 and previously worked at Alexandria Capital, LLC for 11 years. 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 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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James E

Series 63, Series 66

Marlton, NJ

Hightower Advisors

James Ewing is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Bank of America, and HighTower Securities prior to his current role since 2017. Hightower Advisors delivers 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 alongside proprietary research and varied investment strategies.

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