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Michael V

Series 65

Cherry Hill, NJ

Hightower Advisors

Michael Vinci is a Series 65 licensed advisor with Hightower Advisors, based in Cherry Hill, NJ, and has six years of industry experience. Prior to joining Hightower in 2023, he was involved with Smart Soccer 101 and Wealth CMT for six years. Outside of his advisory work, he serves as a therapy dog handler, providing emotional wellness support at client-requested locations. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with access to 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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Christopher L

CFA®

Portland, ME

Hightower Advisors

Christopher Lyford is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2023, following a 13-year tenure at VIGILANT Capital Management, LLC. Outside of his advisory role, he serves as a volunteer board member for the Harbor Ridge Resort Homeowners Association in Harbor, ME. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager investment approach and offers portfolio management, financial planning, and retirement 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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Zachary M

Series 65

Lake Worth, FL

Hightower Advisors

Zachary Mohr is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at Journey Strategic Wealth and has a background that includes five years of service in the United States Navy. Outside of his advisory work, Zachary is involved with Pine Tree Golf Club, where he occasionally sells golf clubs on an appointment basis. 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 and discretionary portfolio management, utilizing both affiliated and third-party managers along with proprietary research.

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

Series 63, Series 65

Denver, CO

Hightower Advisors

Mitchell Powers is a financial advisor with Hightower Advisors in Denver, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Investment Security Group, Inc. and Integrated Concepts Inc. Mitchell has been with Hightower Advisors since 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers, with a focus on 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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Jocelyn C

Series 66

Wichita, KS

Hightower Advisors

Jocelyn Childs is a Series 66 licensed financial advisor at Hightower Advisors with eight years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years and was involved with Champion Courier LLC for two years. 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, offering access to affiliated and third-party managers, 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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Lindsay M

Series 63, Series 66

Lebanon, PA

Hightower Advisors

Lindsay Mills is a financial advisor at Hightower Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2010 to 2017 before joining Hightower in 2017. 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 solutions, employing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

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

Series 66

Los Angeles, CA

Hightower Advisors

Supriya Batra is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Hightower Advisors since 2021. Her prior experience includes roles at Bel Air Management Company, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides services including 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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Dan D

Series 66

Dallas, TX

Hightower Advisors

Dan Drummond III is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Smith Anglin Financial, LLC. Based in Dallas, TX, Drummond joined Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety 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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Manuel R

Series 65

Newport Beach, CA

Hightower Advisors

Manuel Ramirez is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Hightower since 2021. His prior experience includes roles at Costco Wholesale, Meyer Properties, the City of Fullerton, and Vincent Benjamin. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a suite of investment 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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Alexander P

CFP®, Series 65

Portland, ME

Hightower Advisors

Alexander Pantalone is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at VIGILANT Capital Management and Portland Integritas Advisors. He is a board member of the Maine Estate Planning Council, where he organizes educational and social events. 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 both affiliated and third-party managers along with proprietary research and 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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Steven D

Series 63, Series 65

San Ramon, CA

Hightower Advisors

Steven Durk is a financial advisor at Hightower Advisors with 19 years of industry experience. He has held roles at Frontier Investment Management Co. and has been involved with Durk Family Outdoor Ventures, LLC, a family-owned business related to hunting and outdoor activities. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes multi-manager solutions and proprietary research, offering 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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Mario A

Series 66, Series 65

Williamsville, NY

Hightower Advisors

Mario Albert is a financial advisor with Hightower Advisors in Williamsville, NY. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Hightower Advisors, he worked at Independent Health for 14 years. 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.

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

Series 66

New York, NY

Hightower Advisors

Eric Wilson is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC for 14 years before joining HighTower Securities LLC in 2019. Wilson is based in New York, NY. Hightower Advisors provides investment advisory and planning services to a diversified 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 vehicles.

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

Series 66

Chicago, IL

Hightower Advisors

Ryan Ross is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 license and 19 years of industry experience. He previously worked for Wayne Hummer Investments for 11 years before joining HighTower Securities, LLC, where he has been since 2018. 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, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside 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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Brian S

Series 66

West Palm Beach, FL

Hightower Advisors

Brian Szytel is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Hightower since 2015, following prior roles at Morgan Stanley, Citigroup, and UBS Financial Services. Outside of his advisory work, he serves as president of BTS Properties, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and delivering services such as 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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Mark L

Series 63, Series 65

Naples, FL

Hightower Advisors

Mark Lofgren is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2011. 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 utilizes a multi-manager approach that incorporates both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

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

Series 66

Rye Brook, NY

Hightower Advisors

Nicholas Babson is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously at Pontera Solutions Inc and held various roles at Kenyon College. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing an advisory model focused on manager selection and multi-manager solutions that include 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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Alan V

Series 65

Los Angeles, CA

Hightower Advisors

Alan Varnishung is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Riess London and Mercer Advisors. 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, and incorporates proprietary research and portfolio construction techniques that include 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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Namrata S

Series 63, Series 66

Dallas, TX

Hightower Advisors

Namrata Shah is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes 12 years at TIAA-CREF and a brief period at Frontier Investment Management Co. before joining Hightower in 2020. 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 through a combination of affiliated and third-party managers, offering a broad range of portfolio management and consulting services.

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

CFP®, Series 65

Lexington, MA

Hightower Advisors

James Hastings is a CFP® with 13 years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Lexington Wealth Management, Inc. for eight years. He also serves as the treasurer for the Framingham State University Foundation, which manages private gifts on behalf of the university. 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 diverse 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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