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Jeffrey P

ChFC®, Series 63, Series 65

Purchase, NY

Hightower Advisors

Jeffrey Perlmutter is a financial advisor at Hightower Advisors with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Mass Mutual Insurance Company, Park Avenue Securities Investors, and Guardian Life Insurance Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory 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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Edmund D

Series 66

New York, NY

Hightower Advisors

Edmund Denapoli is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with 11 years of industry experience. He has worked at Hightower Securities, LLC since 2014. 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 advisory model emphasizes manager selection and multi-manager solutions, including the use of 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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Brian B

CFP®, Series 66

Dallas, TX

Hightower Advisors

Brian Bergman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Smith Anglin Financial, Fidelity Investments, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates 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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Jeffrey C

Series 66

Portland, ME

Hightower Advisors

Jeffrey Carlisle is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He previously spent 21 years with VIGILANT Capital Management, LLC before joining Hightower in 2023. Outside of his advisory role, he holds membership units in Market View, LLC, a New Hampshire real estate holding entity. 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 both affiliated and third-party managers across various 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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Kevin W

Series 66

New York City, NY

Hightower Advisors

Kevin Witterschein is a financial advisor with Hightower Advisors in New York City and holds the Series 66 designation. He has one year of industry experience, including roles at Netsurit and Ryan & Wetmore, P.C., as well as earlier positions in education. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, delivering multi-manager portfolio solutions that incorporate 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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Jennifer J

Series 63, Series 66

Bellevue, WA

Hightower Advisors

Jennifer Johnston is a financial advisor at Hightower Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Johnston is based in Bellevue, WA. 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a 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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Christopher P

CFP®, Series 63, Series 65

Houston, TX

Hightower Advisors

Christopher Perego is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Avondale Wealth Management LLC, Crestmont Private Wealth LLC, and Grinding Technology, LLC. 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, employing both affiliated and third-party managers along with proprietary research and custom portfolio construction techniques.

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

CFP®

Orlando, FL

Hightower Advisors

Michael Davis is a CFP® with 37 years of industry experience. He has been with Hightower Advisors since 2024 and previously worked at Resource Consulting Group from 2015 to 2024. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. 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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Lindsey S

Series 65

Platte City, MO

Hightower Advisors

Lindsey Slattery is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2024. Outside of finance, she owns Lindsey Slattery Art & Photography, where she works as a watercolor artist and photographer. 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 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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Trevor L

Series 66

Chicago, IL

Hightower Advisors

Trevor Lipsett is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer since 2016. Prior to that, he worked at William Blair & Company for three years. 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 construction 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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Andrea B

Series 66

New York, NY

Hightower Advisors

Andrea Baumann Lustig is a financial advisor at Hightower Advisors with seven years of industry experience. She holds the Series 66 designation and previously worked at Stralem & Company Incorporated for 17 years before joining Hightower in 2020. 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’s services encompass portfolio management, financial planning, and retirement plan consulting, with an emphasis on manager selection and proprietary research.

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

Series 63

New York City, NY

Hightower Advisors

Kurt Grunsfeld is a financial advisor at Hightower Advisors with 24 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2015. Grunsfeld holds the Series 63 designation and is based in New York City. 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 along with proprietary research and a broad 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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Dawn Z

Series 63, Series 65

Harrison, NY

Hightower Advisors

Dawn Zerillo is a financial advisor at Hightower Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and provides accounting assistance to a real estate investment firm through DDI Equities LLC outside of her advisory role. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles. The firm serves a diverse client base that includes pension plans, charitable organizations, corporations, and financial institutions, and is noted for managing cross-border exposures and institutional mandates.

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

CFP®

Orlando, FL

Hightower Advisors

Michael Masur is a CFP® professional with 17 years of experience in financial advising. He has worked at HighTower Advisors since 2024 and previously spent nine years with Resource Consulting Group. He is based in Orlando, FL. 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, utilizing both affiliated and third-party managers, and offers access to diverse investment vehicles 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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Caryn F

CFP®, Series 66

Chicago, IL

Hightower Advisors

Caryn Fields is a CFP®-designated financial advisor with 12 years of industry experience currently with Hightower Advisors. Her prior roles include positions at J.P. Morgan Securities and Fidelity Investments. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines proprietary research and access to 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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Drew V

Series 66

Mission Woods, KS

Hightower Advisors

Drew Van Scyoc is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2023. Prior to this, he was involved with Prairie Highlands Golf Club and Shadow Glen Golf Club. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing 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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Steven M

CFP®, ChFC®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Steven Merdinger is a CFP® and ChFC® with 40 years of experience in financial advisory services. He is currently with Hightower Advisors and has previously worked at Comprehensive Asset Management & Servicing, Inc., and Private Vista, LLC (formerly Financial Strategy Network LLC). Based in Chicago, IL, he has been with Hightower Advisors since 2020. 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, utilizing both affiliated and third-party managers, and offers diverse 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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Drew N

Series 63, Series 65

San Diego, CA

Hightower Advisors

Drew Nordlicht is a financial advisor with Hightower Advisors in San Diego, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on manager selection and multi-manager solutions incorporating 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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Mitchell I

CFP®

Los Angeles, CA

Hightower Advisors

Mitchell Ito is a CFP® at Hightower Advisors in Los Angeles, CA, with one year of industry experience. He previously worked at Aspiriant, LLC for multiple terms between 2018 and 2025 and spent four years at PriceWaterhouseCoopers, LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, with a focus on portfolio construction that includes 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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Cameron S

CFP®

Wichita, KS

Hightower Advisors

Cameron Sellers is a CFP® professional at Hightower Advisors with experience in the financial industry since 2015. His prior roles include positions at Bank of America, Commerce Bank, and Emprise Bank. He is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors, and employs a multi-manager investment approach with access to 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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