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Scott T
Series 63, Series 65
Purchase, NY
Hightower Advisors
Scott Tasch is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Mass Mutual Insurance Company and Altium Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.
Stephen R
Series 63, Series 66
Bethesda, MD
Hightower Advisors
Stephen Rosen is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hightower since 2013. 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, mutual funds, ETFs, alternative investments, and custom indexing. The firm serves pension plans, charitable organizations, corporations, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.
Kevin R
CFP®, Series 66
Alamo, CA
Hightower Advisors
Kevin Rinow is a CFP® professional with 15 years of experience in financial advising. He currently works at Hightower Advisors and has previously been affiliated with Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across a range of investment vehicles, and offers services including portfolio management, financial planning, and retirement plan consulting.
Steven P
CFP®, Series 63
Dade City, FL
Hightower Advisors
Steven Paris is a CFP® with 25 years of experience in financial advising. He is currently with Hightower Advisors and has held prior positions at Frontier Investment Management Co. and USAA Financial Advisors. His tenure at USAA spans over 20 years, where he has been involved in various financial planning and advisory roles. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a multi-manager approach with access to both affiliated and third-party managers, offering a range of portfolio management and financial planning services.
Peter B
Series 66
New York, NY
Hightower Advisors
Peter Byrne is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Hightower Advisors and Hightower Securities since 2015. 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 services including portfolio management, financial planning, and retirement consulting.
Joseph H
CFP®, Series 63, Series 65
North Andover, MA
Hightower Advisors
Joseph Hayes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to that, he spent 11 years at Boston Hill Advisors, LLC. He also has a background in brokerage, life, and health sales dating back to 1995. 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, utilizing both affiliated and third-party managers alongside proprietary research to build customized portfolios.
Richard F
Series 65
Memphis, TN
Hightower Advisors
Richard Finch is a Series 65 licensed advisor with Hightower Advisors, based in Memphis, TN, where he has worked since 2019. He has six years of industry experience, including ten years at Green Square Capital LLC prior to joining Hightower. Finch is also a partner in Active Tracks, LLC, a background screening firm. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients, employing a multi-manager investment approach that utilizes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles.
Nicholas L
Series 66
Houston, TX
Hightower Advisors
Nicholas Low is a financial advisor at Hightower Advisors with 17 years of industry experience. He has held previous roles at STA Wealth Management, LLC and J.P. Morgan Securities. He holds the Series 66 designation and is based in Houston, TX. 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 across various investment vehicles and strategies.
Richard S
CFA®, Series 65
Dallas, TX
Hightower Advisors
Richard Sowden Jr. is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Frontier Investment Management Co. for 23 years. Based in Dallas, TX, his career spans a combination of advisory and investment management roles. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, delivering services that include discretionary portfolio management, financial planning, and specialized strategies such as tax-managed investments and international exposure.
Heather W
Series 66
Los Angeles, CA
Hightower Advisors
Heather Wald is a financial advisor at Hightower Advisors with nine years of industry experience. She holds a Series 66 designation and previously worked at Bel Air Securities LLC, Bel Air Investment Advisors LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing an advisory model that emphasizes manager selection and multi-manager solutions with access to affiliated and third-party managers.
Paul S
Series 63, Series 66
Palm Beach Gardens, FL
Hightower Advisors
Paul Spencer is a financial advisor with Hightower Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2015 to 2017. Spencer has been with Hightower Advisors and its affiliated broker-dealer since 2017. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions and a combination of affiliated and third-party managers, offering access to mutual funds, ETFs, alternative investments, and custom indexing strategies.
Miles J
CFP®, Series 66
Chicago, IL
Hightower Advisors
Miles Johnson is a CFP® and Series 66-designated advisor at Hightower Advisors with eight years of industry experience. He has previously worked at Ipsen Advisor Group, Wells Fargo Clearing, and McMaster-Carr Supply Company. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, delivering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager strategies, incorporating proprietary research and various investment vehicles.
George C
CFP®, Series 63, Series 66
Wayne, PA
Hightower Advisors
George Cauffman is a CFP® professional with seven years of experience in the financial industry. He currently serves as an advisor at Hightower Advisors and previously worked at The Vanguard Group, Inc. among other firms. 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 and multi-manager solutions, leveraging both affiliated and third-party managers while offering a range of portfolio construction options.
Alexander B
Series 66
New York, NY
Hightower Advisors
Alexander Bass is a financial advisor at Hightower Advisors in New York, NY, with 21 years of industry experience. He holds the Series 66 designation and has been with Hightower Securities and Hightower Advisors since 2012. 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, with offerings that include discretionary portfolio management, financial planning, and retirement consulting.
Christopher L
CFP®, Series 63
Dallas, TX
Hightower Advisors
Christopher Lott is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. He has a longstanding career including roles at Purshe Kaplan Sterling Investments, Smith Anglin Financial, and Heritage Financial dating back to 1993. Outside of advising, he is the managing member of ALP Air, LLC, a holding company that owns an aircraft. 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 and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.
Anders S
Series 65
Purchase, NY
Hightower Advisors
Anders Scapoli is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. He has been with Hightower since 2022 and has prior experience at Westchester Hills Golf Club and Mansion on Broadway. 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 across various investment vehicles and strategies.
Sarah L
CFP®, Series 63
Minnetonka, MN
Hightower Advisors
Sarah Leitzke is a CFP® professional with five years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Story Capital and M&E Catalyst Group. Outside of finance, she has experience at Rogers School of Music and was involved with Jacob's Well Church for several years. 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 advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.
Randall W
Series 65
Bellevue, WA
Hightower Advisors
Randall Williams Gurian is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2014. Gurian also maintains an ongoing role at Triad Wealth Stewardship, LLC since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.
Huy L
CFA®
San Francisco, CA
Hightower Advisors
Huy Lam is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at HighTower Advisors since 2020. Prior to joining HighTower, he worked at Schultz Collins, Inc. for 13 years. He is based in San Francisco, CA. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.
Steven A
Series 63, Series 65
Norwich, CT
Hightower Advisors
Steven Ayer is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Hightower Advisors since 2010. Outside of his advisory role, he is a board member and chairman of Farmers Cow Development Corp., a company involved in franchising a regional food brand. 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 across various investment strategies.
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