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Colleen D

CFP®, Series 65

Chicago, IL

Hightower Advisors

Colleen Dwyer is a CFP® and holds a Series 65 license, currently with Hightower Advisors in Chicago, IL. She has eight years of industry experience, including roles at Private Vista, LLC and Aon prior to joining Hightower Advisors in 2020. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and provides access to various 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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Richard K

Series 65

Waltham, MA

Hightower Advisors

Richard Kahn is a financial advisor with Hightower Advisors holding a Series 65 license and 25 years of industry experience. Before joining Hightower in 2020, he worked at Argent Wealth Management, Inc. and LLC from 1999 to 2020. Outside of financial advising, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors offers 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 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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David C

Series 63, Series 65

Chicago, IL

Hightower Advisors

David Cox is a financial advisor with Hightower Advisors in Chicago, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He worked at Wayne Hummer Investments L.L.C. for 22 years before retiring briefly and then joining HighTower Advisor, LLC in 2018. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with portfolio construction that includes 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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Jonathan H

CFP®, Series 63, Series 66

Chicago, IL

Hightower Advisors

Jonathan Hylton is a CFP®-designated financial advisor with over 25 years of industry experience. He has worked at HighTower Advisors since 2021 and previously spent a decade at Ausdal Financial Partners, Inc. and Clear Perspective Advisors. Outside of advisory work, he also operates as an independent contractor involved in life insurance and fixed annuity sales. HighTower Advisors serves individual and institutional clients through a network of advisor practices, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers with access to 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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David D

CFP®, Series 63

Naples, FL

Hightower Advisors

David Duchesneau is a CFP® with 32 years of industry experience and has been with Hightower Advisors since 2020. He previously spent 28 years at Argent Wealth Management, Inc., followed by six years at Argent Wealth Management, LLC. Outside of his financial advisory work, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that includes proprietary research and a variety of portfolio construction options. The firm’s model incorporates discretionary and non-discretionary management, retirement plan consulting, and access to pooled vehicles and private funds.

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

Ponte Vedra Beach, FL

Hightower Advisors

Celeste Beale is a financial advisor with Hightower Advisors, holding 27 years of industry experience. She worked at Charles D. Hyman & Company for 25 years before joining Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection through both affiliated and third-party managers, employing proprietary research and a variety of investment strategies.

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

Series 63, Series 65

Chicago, IL

Hightower Advisors

Michael Morcos is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Hightower since 2021. Prior to this, he spent 10 years at both Ausdal Financial Partners, Inc. and Clear Perspective Advisors, LLC. Morcos serves as a director and member of the board of advisors for the Dunham Fund, a private foundation based in Aurora, Illinois. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager approach with both affiliated and third-party managers and offers discretionary and non-discretionary 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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William H

CFP®, CFA®, Series 63

Houston, TX

Hightower Advisors

William Hill is a CFP®, CFA®-designated financial advisor with 19 years of industry experience, currently with Hightower Advisors. He has worked at several firms including Salient Private Client, Salient Capital, and Salient Partners. Hill serves as chair of the board of trustees for River Oaks Baptist School Endowment, where he helps oversee investment decisions for the school’s funds. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and incorporates 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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Sheila D

Series 63, Series 65

Henderson, NV

Hightower Advisors

Sheila Delutri is a financial advisor at Hightower Advisors with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2012. 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 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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John S

Series 65

Dallas, TX

Hightower Advisors

John Snider is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 license with nine years of industry experience. He worked at Smith Anglin Financial, LLC for nine years before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to a range of investment strategies through 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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Michael D

Series 63, Series 65

Woodside, CA

Hightower Advisors

Michael Deggelman is a financial advisor with Hightower Advisors who holds Series 63 and Series 65 credentials and has 49 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2010. 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 with a range of investment vehicles and proprietary research.

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

CFP®, Series 63, Series 65

Reading, PA

Hightower Advisors

William Mc Canney is a CFP® with 10 years of experience in financial advising. He currently works at Hightower Advisors and has previously been associated with firms including Northwestern Mutual and Semus Wealth Partners. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that incorporates both affiliated and third-party managers, with offerings 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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Christine T

Series 66

Mt. Pleasant, SC

Hightower Advisors

Christine Torrey is a financial advisor at Hightower Advisors with 25 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Torrey holds a Series 66 designation. 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. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

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

Series 65

San Francisco, CA

Hightower Advisors

Jennifer Weir is a financial advisor at Hightower Advisors in San Francisco, CA, with seven years of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2020, following two years at Schultz Collins, Inc. and a two-year break from the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach involves manager selection and multi-manager solutions, utilizing both 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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Ethan C

Series 66

Philadelphia, PA

Hightower Advisors

Ethan Collins is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. The firm provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. Hightower's advisory approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range 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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Joseph H

Series 66

New York, NY

Hightower Advisors

Joseph Haar is a financial advisor at Hightower Advisors with a Series 66 credential and two years of industry experience. He joined Hightower Advisors in 2024 following a decade as a student. Hightower 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. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, employing 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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Hannah S

CFA®, Series 65

Portsmouth, NH

Hightower Advisors

Hannah Santy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. She is currently with Hightower Advisors, where she has worked since 2023. Prior to joining Hightower, she worked at Vigilant Capital Management, LLC, Penobscot Financial Advisors, and Foster Victor Wealth Advisors, LLC. 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, leveraging both 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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Jules J

CFP®, Series 63, Series 65

Dallas, TX

Hightower Advisors

Jules Jouvenat is a CFP® with 20 years of industry experience, currently with Hightower Advisors since 2026. His prior work includes roles at The Mather Group, The Vanguard Group, Charles Schwab, and USAA, where he spent nearly a decade in financial planning and advisory positions. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals and institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary 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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Linda P

CFP®

Orlando, FL

Hightower Advisors

Linda Palonen is a CFP® professional with 17 years of experience in the financial advisory industry. She has worked with Resource Consulting Group for 18 years before joining Hightower Advisors in 2024. Linda is based in Orlando, FL. 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 multi-manager approach that includes 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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Eric F

Series 65

Cherry Hill, NJ

Hightower Advisors

Eric Feder is a financial advisor with Hightower Advisors, holding a Series 65 license and 15 years of industry experience. He previously spent 14 years at Wealth Cmt before joining Hightower in 2023. 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.

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