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Alexander C

Series 66

Los Angeles, CA

Hightower Advisors

Alexander Cargal is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 designation and seven years of industry experience. His background includes four years at Morgan Stanley and multiple roles at Gonzaga University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer discretionary and non-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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Yezenia A

Series 65

Wichita, KS

Hightower Advisors

Yezenia Acosta is a financial advisor at Hightower Advisors with a Series 65 credential and two years of industry experience. Her prior roles include positions at INTRUST Bank and Speedy Cash. Outside of her advisory work, she is an associate at a retail clothing store in Wichita, KS, where she assists with store operations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm’s advisory model emphasizes manager selection and multi-manager strategies using 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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Kerry M

CFP®, Series 66

St. Louis Park, MN

Hightower Advisors

Kerry Meath Sinkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2026. Prior to joining Hightower, she was involved with PKS Investments and Cetera, and has experience running her own advisory practices including Journey Strategic Wealth dba Meath Wealth Advisors. Outside of financial advising, she is involved in educational activities related to Ayurvedic medicine and provides financial education focused on the relationship between money, spirituality, and emotions. Hightower Advisors offers investment advisory and planning services to individual and institutional clients with an emphasis on manager selection and multi-manager solutions. The firm utilizes a broad range of investment vehicles and proprietary research to support portfolio construction and provides 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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Sarahbeth P

CFP®, Series 66

Houston, TX

Hightower Advisors

Sarahbeth Pipkin is a Certified Financial Planner (CFP®) with 18 years of industry experience. She currently works at Hightower Advisors and previously held roles at STA Wealth Management, LLC, and UBS Financial Services. 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, supported by proprietary research and a range of portfolio management options.

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

Series 63, Series 65

Wichita, KS

Hightower Advisors

Thomas Kirk III is a financial advisor at Hightower Advisors with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Citigroup Global Markets. Kirk is a co-trustee of family trusts established for the benefit of his relatives. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, incorporating various 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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Brendan C

Series 66

Chicago, IL

Hightower Advisors

Brendan Cashman is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has been with HighTower Securities, LLC since 2016 and also operates Cashco, Inc. since 2010. Based in Chicago, IL, his career spans both advisory and entrepreneurial roles. 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 diverse investment vehicles.

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

Series 66

Wichita, KS

Hightower Advisors

Calvin Pearson is a financial advisor with Hightower Advisors, holding a Series 66 license and six years of industry experience. He has previously worked at Raymond James Financial Services and Aristata Financial. He serves as Vice President and board member of the First Tee of Greater Wichita, a youth development organization. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its extensive 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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Patrick F

Series 65

Portsmouth, NH

Hightower Advisors

Patrick Fleming is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower in 2023, he held roles in academia at the University of New Hampshire and Providence College, as well as teaching at Dover High School. Hightower Advisors serves a diverse client base including individuals, institutions, and retirement plans, offering investment advisory and planning services that incorporate multi-manager solutions and the use of affiliated and third-party managers. The firm emphasizes discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, with a notable presence in institutional and international markets.

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

CFP®, Series 65

Dallas, TX

Hightower Advisors

Christopher Ford is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and United Capital Financial Advisers. He also spent one year at Texas Tech University early in his career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager strategies, 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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Owen G

Series 66

New York, NY

Hightower Advisors

Owen Giannangeli is a financial advisor at Hightower Advisors with three years of industry experience. He previously worked at Madison Trust Company for two years and has been with Hightower Advisors since 2021. Owen holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to pooled investment vehicles, supported by proprietary research and a range of investment strategies.

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

CFP®, Series 66

Chicago, IL

Hightower Advisors

Darren Walloch is a CFP® with 17 years of industry experience, currently serving at Hightower Advisors since 2020. His prior roles include positions at Frontier Investment Management Co, ELCA Foundation, and Charles Schwab. 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, incorporating proprietary research and 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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Bruce G

Series 63, Series 65

Lynnfield, MA

Hightower Advisors

Bruce Goodman is a financial advisor at Hightower Advisors with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Shepherd Financial Partners, Bickling Financial Services, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in selling and servicing life, health, and disability insurance. 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, proprietary research, and diversified investment strategies.

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

CFP®, Series 63

Bellevue, WA

Hightower Advisors

Scott Sheffield is a CFP® professional with 32 years of experience in the financial advisory industry. He has worked at Hightower Advisors since 2022 and previously spent 16 years at Sovereign Capital Advisors LLC and related entities, as well as 12 years at Strategic Wealth Management Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager approach with access to 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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Michael M

Series 63, Series 65

Chicago, IL

Hightower Advisors

Michael Merdinger is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Eugene Cohen Insurance and Private Vista, LLC (formerly Financial Strategy Network LLC) since 1999. Outside of his advisory work, he is the founder of the Chicagoland Organization of Marine Families, a nonprofit supporting ecology. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a model focused on manager selection and multi-manager solutions that include affiliated and third-party managers, proprietary research, and diversified portfolio construction.

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

Series 63, Series 65

West Port, CT

Hightower Advisors

Elena Dimiceli is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Hightower Advisors since 2016 and previously spent over 16 years at both RDM Investment Services, Inc. and Retirement Design & Management Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing 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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Scott S

CFA®, ChFC®, Series 63

Portsmouth, NH

Hightower Advisors

Scott Sorensen is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds the CFA®, ChFC®, and Series 63 designations. Prior to joining Hightower Advisors in 2023, he worked at Vigilant Capital Management for 21 years. Hightower Advisors provides advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager investment approach that includes 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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Helen C

Series 66

Beverly Hills, CA

Hightower Advisors

Helen Chu Suwarnasarn is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors since 2019 and at LourdMurray since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment options such as 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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Ann Margret G

Series 66

Naples, FL

Hightower Advisors

Ann Margret Graham is a financial advisor with Hightower Advisors, holding a Series 66 designation and 23 years of industry experience. She has been with Hightower since 2013. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering services such as portfolio management, financial planning, and retirement consulting. The firm utilizes a multi-manager investment approach with emphasis on manager selection, 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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Mitchel B

Series 63, Series 65

Huntsville, AL

Hightower Advisors

Mitchel Blanco is a financial advisor with Hightower Advisors in Huntsville, Alabama, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Hightower, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of finance, he has worked as a delivery driver for Domino’s Pizza. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions using affiliated and third-party managers, proprietary research, and various 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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Thomas M

Series 65

Marlton, NJ

Hightower Advisors

Thomas Meyer is a financial advisor at Hightower Advisors with a Series 65 credential and nine years of industry experience. He previously founded and led Meyer Capital Group from 2015 to 2023 before joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, 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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