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John B

Series 65

Brentwood, MO

Hightower Advisors

John Bradley is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. Prior to joining Hightower, he was involved with 59YEAH LLC for eight years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with 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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Debra C

Series 66

Punta Gorda, FL

Hightower Advisors

Debra Cooper is a financial advisor at Hightower Advisors with 22 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors since 2021, following prior roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers, and provides access to various investment vehicles and strategies tailored to client needs.

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

CFP®, Series 66

Waxhaw, NC

Hightower Advisors

Sarah Pifer is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent seven years at Fieldpoint Private Securities, LLC. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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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Ian R

Series 65

Los Angeles, CA

Hightower Advisors

Ian Ruebel is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He has been with Hightower since 2019 and previously worked at LourdMurray from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning 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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James W

CFP®

Fort Worth, TX

Hightower Advisors

James Wall is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to this, he held roles at KLIFE Ministries, Pinewood Resources, Jetstream Royalty Partners, Rock Ridge Royalty, and Lockheed Martin. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory 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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Joseph T

CFA®, Series 63

North Andover, MA

Hightower Advisors

Joseph Trainor is a CFA® charterholder with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at Municrest Investment Management Company and Boston Hill Advisors. Trainor is a full-time dual employee of U.S. Trust Company, the parent company of UST Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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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Walter G

Series 66

Chicago, IL

Hightower Advisors

Walter Gondeck Jr. is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of his advisory role, he is the CEO of Asphalt Plus, a pavement company, serves as a shareholder in O.B. Tools, a medical device firm, and participates on the committee of Doctors Direct Insurance, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include 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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Salvatore M

CFA®, Series 63

New York, NY

Hightower Advisors

Salvatore Martone is a CFA® charterholder with 16 years of industry experience. He has been with Hightower Advisors in New York since 2009. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

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

Series 66

Omaha, NE

Hightower Advisors

Keith Hier is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with HighTower Advisors and HighTower Securities since 2016. Outside of his advisory role, he is involved with Capital Avenue Wealth Advisors, an administrative services company related to RIA practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations, offering multi-manager solutions and access to proprietary research and alternative investments.

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

Series 66

Charlotte, NC

Hightower Advisors

Michelle Kuzma Kempf is a financial advisor with Hightower Advisors in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions that include affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to pooled and private investment vehicles.

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

Series 65

Dallas, TX

Hightower Advisors

Taylor Lones is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at VMG Health and NISA Investment Advisors and studied at the University of Missouri - Columbia. Outside of his advisory role, he coaches a youth volleyball team in Dallas. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that include 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 along with 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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John R

CFP®, Series 63, Series 65

New York, NY

Hightower Advisors

John Redican is a CFP®-credentialed financial advisor with five years of industry experience. He is currently affiliated with Hightower Advisors in New York, NY, having joined the firm in 2021. Prior to this, he worked at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and access to 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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Robert E

Series 63, Series 65

Henderson, NV

Hightower Advisors

Robert Evans is a financial advisor with Hightower Advisors in Henderson, NV, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory role, he is a half-owner and manager of a self-service carwash business. 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, utilizing both affiliated and third-party managers, and offers a broad 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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Henry C

Series 63, Series 65

Huntsville, AL

Hightower Advisors

Henry Crosby Jr. is a financial advisor with Hightower Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been associated with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of his advisory role, he is involved with Breakaway XIII, LLC, an administrative services company related to RIA practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager investment approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside 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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Ethan H

Series 63, Series 65

Westport, CT

Hightower Advisors

Ethan Hammond is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Empower Financial Services, Inc. as well as Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection, multi-manager solutions, and a range of portfolio management and financial planning services supported by proprietary research and 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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Nicholas S

CFP®, Series 63

Rye Brook, NY

Hightower Advisors

Nicholas Strang is a CFP® and Series 63 credentialed advisor with 11 years of industry experience, currently serving at Hightower Advisors since 2020. His prior work includes roles at Lincoln Financial Advisors Corporation and Steward Redevelopment LLC. He is also licensed as an insurance agent, offering various insurance products including accident and health, disability, fixed annuities, traditional life, and long-term care insurance. 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 multi-manager solutions and proprietary research, offering access to a wide range of investment vehicles and strategies with a focus on comprehensive portfolio management 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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Matthew H

Series 66

Beverly Hills, CA

Hightower Advisors

Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

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

Series 63, Series 66

Dallas, TX

Hightower Advisors

Casey Vogel is a financial advisor at Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Hightower in 2025, Casey worked at Smith Anglin Financial, Fisher Investments, and Fidelity. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, 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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Robert B

Series 63, Series 66

Spokane, WA

Hightower Advisors

Robert Bishopp is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ten Capital Investment 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, offering access to 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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Andrew S

Series 63

Austin, TX

Hightower Advisors

Andrew Schwartz III is a financial advisor with Hightower Advisors, holding a Series 63 designation and 30 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner for tax matters at Landpoor Ltd. and operates as an independent insurance agent specializing in long-term care and life/accident/health insurance through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a wide 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 and proprietary research to construct diversified portfolios 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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