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Andy L

Series 66

New York, NY

Hightower Advisors

Andy Lin is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Hightower Advisors in 2020, he worked at the Professional Fighters League from 2019 to 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including 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 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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Matthew M

Series 66

New York, NY

Hightower Advisors

Matthew Misson is a financial advisor with Hightower Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Hightower in 2025, he worked at Stifel Nicolaus for three years and has experience at United Teletech Financial Credit Union and Oak Hill Academy. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with proprietary research and 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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Matthew C

CFP®

Winchester, MA

Hightower Advisors

Matthew Conroy is a CFP® professional with 12 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years at Argent Wealth Management. Conroy also has over a decade of experience with Pillar Financial. 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 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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Natalie P

Series 63, Series 65

Alpharetta, GA

Hightower Advisors

Natalie Perdomo is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Hightower Advisors since 2017 and previously at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES. 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 access to affiliated and third-party managers through 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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Paul M

Series 63, Series 65

Boca Raton, FL

Hightower Advisors

Paul Mcfeeley is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 14 years before joining Hightower in 2023. Mcfeeley is based in Boca Raton, Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on 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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Pamela A

Series 63, Series 65

Fort Myers, FL

Hightower Advisors

Pamela Abraham is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2014. 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 advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

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

Series 66

Houston, TX

Hightower Advisors

Brian Joiner is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Salient Partners, L.P. and its affiliated entities, as well as Hightower Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment products.

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

Series 63, Series 65

Park City, UT

Hightower Advisors

Michael Shea is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing three years of industry experience. He worked at Prudential Equity Group, LLC for 39 years before joining Hightower in 2020. 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 emphasizes manager selection and multi-manager solutions, utilizing both 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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Laura S

CFP®, Series 65

Brentwood, MO

Hightower Advisors

Laura Slawski is a CFP® and Series 65 credentialed advisor with 10 years of experience in the financial industry. She currently works at Hightower Advisors and previously held positions at Matter Family Office and Moneta Group LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing multi-manager solutions and proprietary research.

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

Series 66

New York City, NY

Hightower Advisors

Michael Tobin is a Series 66-licensed financial advisor with Hightower Advisors in New York City, where he has worked since 2015. He has 20 years of industry experience. Outside of his advisory role, he is a partner in NO MESS LLC, a kitchen supplies venture that developed a new product opener. Hightower Advisors serves a diverse client base including individual and institutional investors, offering services such as portfolio management, financial planning, and retirement consulting. The firm emphasizes multi-manager investment solutions and uses both affiliated and third-party managers, supported by proprietary research 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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Christopher M

Series 63

Cleveland, OH

Hightower Advisors

Christopher Muirhead is a financial advisor at Hightower Advisors with 14 years of industry experience. He previously worked at Winslow Asset Management, Inc. for 11 years before joining Hightower in 2023. He holds a Series 63 designation and is based in Cleveland, OH. 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, incorporating both affiliated and third-party managers, with capabilities that include 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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Aaron D

CFP®, Series 65

Lexington, MA

Hightower Advisors

Aaron Derderian is a CFP® professional with 10 years of industry experience currently affiliated with HighTower Advisors. He worked previously at Lexington Wealth Management, Inc. for seven years before joining HighTower Advisors in 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base including individual investors, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and 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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Woodson W

Series 65

Memphis, TN

Hightower Advisors

Woodson Whitehead is a Series 65-licensed financial advisor with 12 years of industry experience, currently practicing at Hightower Advisors since 2019. Prior to that, he worked at Green Square Capital for six years. He serves as an adviser to Third Craft Partners, a private equity fund focused on the consumer packaged goods industry, where he assists with operations, fundraising, marketing, and financial due diligence, and he is also a minority owner of Calydon Capital, an asset management firm. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

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

CFP®

Beverly Hills, CA

Hightower Advisors

Charlotte Berry is a CFP® professional with nine years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. She also has a longer tenure at LourdMurray beginning in 2013. Based in Beverly Hills, CA, her background includes work at both firms. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices. The firm’s approach features manager selection and multi-manager solutions utilizing affiliated and third-party managers, with an emphasis on proprietary research 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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Susan P

CFP®

Lexington, MA

Hightower Advisors

Susan Panduku is a CFP® with eight years of industry experience. She has been with Hightower Advisors since 2019 and previously worked at Lexington Wealth Management, RSM US Wealth Management, and RSM US LLP. Hightower Advisors serves a broad range of individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. 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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Robert Benton A

CFP®, Series 63, Series 65

Austin, TX

Hightower Advisors

Robert Benton Arnold is a CFP® professional with 25 years of experience in financial advisory. He is currently with HighTower Advisors, where he has worked since 2020, and previously spent seven years at Frontier Investment Management Co. Arnold serves as president of the Financial Planning Association of Austin and is a director of the JD Abrams Charitable Foundation. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers and incorporating a range of investment vehicles and portfolio construction strategies.

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

Series 66

Portsmouth, NH

Hightower Advisors

Daniel Mulkern is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked for VIGILANT Capital Management, LLC for 21 years. Outside of advising, he is a co-member of Market View, LLC, a real estate holding entity in New Hampshire. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, with offerings such as discretionary portfolio management, financial planning, and access to private funds.

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

Series 63, Series 65

Wichita, KS

Hightower Advisors

Markus Phox is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Securities, Private Client Services, 6 Meridian LLC, and MarketAxess. He was also employed at Princeton University for four years. Hightower Advisors provides investment advisory and planning services to 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 using both affiliated and third-party managers, with a broad range of investment vehicles 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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Kenny M

Series 65

Newport Beach, CA

Hightower Advisors

Kenny Molina is a financial advisor with Hightower Advisors in Newport Beach, CA, holding a Series 65 designation and eight years of industry experience. He has been with Hightower since 2017 and has prior experience at Valensi Rose, PLC as well as UCLA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment vehicles. The firm employs both proprietary and third-party research to construct portfolios 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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Zachary P

Series 66

New York City, NY

Hightower Advisors

Zachary Pallis is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities, LLC since 2016. Based in New York City, he is part of a firm that provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. Hightower Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and diverse investment strategies.

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