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Diana B

Series 65

Santa Fe, NM

Hightower Advisors

Diana Boyd is a financial advisor at Hightower Advisors with a Series 65 designation and one year of industry experience. She has a background in education, having worked as an adjunct mathematics and statistics professor at the American Public University System since 2010. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes a combination of affiliated and third-party managers and employs proprietary research and portfolio construction techniques 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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Darrell H

Series 63, Series 66

Memphis, TN

Hightower Advisors

Darrell Horn is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Green Square Securities, LLC for 17 years. Outside of advisory work, he is the majority owner of Briza Restaurant Group, LLC in Memphis, TN. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing affiliated and third-party managers along with proprietary research to construct customized portfolios.

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

CFP®, Series 63, Series 65

Dallas, TX

Hightower Advisors

Roger Meadors is a CFP® professional at Hightower Advisors with 14 years of industry experience. He previously worked at Smith Anglin Financial, LLC, LPL Financial, and Purshe Kaplan Sterling Investments, Inc. He is based in Dallas, TX. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions incorporating 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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Joshua M

CFP®, Series 63

Rye Brook, NY

Hightower Advisors

Joshua Marriott is a CFP® with 13 years of experience in the financial services industry. He is currently with Hightower Advisors and previously spent 11 years at Lincoln Financial Advisors. Marriott is also licensed as an insurance agent, offering accident and health insurance, disability insurance, fixed annuities, traditional life insurance, and long-term care insurance. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers, as well as access to mutual funds, ETFs, alternative investments, and customized portfolios.

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

CFP®, Series 66

Austin, TX

Hightower Advisors

Daniel Schwartz is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Bank of America and Merrill, where he held advisory roles from 2011 through 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering strategies that emphasize manager selection and multi-manager solutions across 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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Amanda E

CFP®

Bellevue, WA

Hightower Advisors

Amanda Eilers is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Trellis Advisors, LLC from 2016 to 2023. 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 through a network of Advisor Practices. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, 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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Jessica T

CFP®

Cleveland, OH

Hightower Advisors

Jessica Trouten is a CFP® affiliated with Hightower Advisors with one year of experience in financial advising. Her prior work includes roles at PNC Private Bank, Cubic Enterprises, Nestle USA, and HDI Landing Gear USA. 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 capabilities that include discretionary portfolio management, financial planning, and access to alternative investments.

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

Series 65

Los Angeles, CA

Hightower Advisors

Drew Clanton is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and currently beginning his advisory career. His prior experience includes roles at SteelPeak Wealth and involvement with nonprofit and community organizations such as House of Bread and City of Irvine Aquatics. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager selection approach with a mix of affiliated and third-party managers, offering services that include 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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Maddie W

Series 66

San Diego, CA

Hightower Advisors

Maddie Watson is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower, she worked at Davenport & Company LLC from 2023 to 2025. Her background also includes roles outside the financial industry, such as at Dodson Property Management and E&R Sales. 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, 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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Brendon W

Series 63, Series 66

Azle, TX

Hightower Advisors

Brendon Winkler is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

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

CFP®, Series 63, Series 65

San Francisco, CA

Hightower Advisors

Matthew Eckman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at Schultz Collins, Inc. and Golden Gate University. Eckman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes 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 and strategies.

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

CFP®

Buffalo Grove, IL

Hightower Advisors

Deborah Feldman is a CFP® professional with 28 years of industry experience. She has worked at Hightower Advisors since 2017 and previously spent 11 years at Leonetti & Associates, LLC. Feldman is based in Buffalo Grove, IL. 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, offering access to 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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Kimberly O

CFP®

Chicago, IL

Hightower Advisors

Kimberly O Brien is a CFP® professional with nine years of industry experience. She is currently with Hightower Advisors in Chicago, where she has worked since 2019. Prior to that, she was with TC Wealth Partners and the Trust Company of Illinois. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach emphasizes manager selection and multi-manager solutions, incorporating 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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Shaby K

CFA®, Series 63

Purchase, NY

Hightower Advisors

Shaby Katz is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Jefferies LLC since 2018 and previously at Ipreo from 2016 to 2018. Katz is based in Purchase, NY, and is affiliated with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to support portfolio construction and ongoing management.

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

Series 66

Brentwood, MO

Hightower Advisors

Omar Qureshi is a financial advisor with Hightower Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at Hightower Advisors and its affiliated broker-dealer since 2017, following prior roles at V Wealth Advisors and LPL Financial. Outside of his advisory work, Qureshi serves as the Board Chair Member for Villa Duchense & Oak Hill School, participating in the schools' finance committee in a volunteer capacity. 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, using both affiliated and third-party managers, and offers a broad array of portfolio management and consulting services tailored to various client needs.

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

Series 66

Chicago, IL

Hightower Advisors

Megan Kowalski is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2014. Based in Chicago, IL, her work focuses on serving a diverse client base through her firm. Hightower Advisors provides investment advisory and planning services to both individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various asset classes.

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

CFP®, Series 65

Orlando, FL

Hightower Advisors

Kimberly Sterling is a CFP® and holds a Series 65 license with 26 years of industry experience. She is currently with Hightower Advisors and previously worked for nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services spanning 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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Jonathan D

CFP®, Series 65

Calabasas, CA

Hightower Advisors

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. 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, along with proprietary research and custom portfolio construction.

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

CFP®, CFA®

CIncinnati, OH

Hightower Advisors

William Sena Jr. is a CFP® and CFA® with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020, and previously spent time at Osborn Williams & Donohoe, LLC and Fort Washington Investment Advisors, Inc. His current role is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, employing both affiliated and third-party managers alongside proprietary research and various portfolio construction methods.

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

CFP®, Series 66

Winter Springs, FL

Hightower Advisors

Chad Faulkenberry is a CFP® with 21 years of industry experience and is currently with Hightower Advisors. His prior roles include positions at Journey Strategic Wealth LLC and Charles Schwab & Co., Inc., where he spent 10 years. Outside of his advisory work, he serves as Finance Committee Chair and Facilitator of the Financial Peace University Course at Aloma Church, and he is Chair of the Board of Directors for Central Florida Community Arts. 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 alongside proprietary research, offering a wide 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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