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Brian G

Series 66

Chicago, IL

Hightower Advisors

Brian Gloria is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors from 2011 to 2020. Outside of his advisory role, Gloria competes in drag racing events sanctioned by the National Hot Rod Association (NHRA). Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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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John W

Series 65

Dallas, TX

Hightower Advisors

John Whaley is a Series 65 licensed financial advisor at Hightower Advisors with three years of industry experience. He has worked at several firms, including Cerity Partners LLC, Investec Wealth Management, and Pierce Capital Management. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.

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

CFP®, Series 63, Series 65

Scottsdale, AZ

Hightower Advisors

James Weil is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. His previous roles include positions at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC, where he worked from 1992 to 2020. Weil is also a board director at Ruth Lake Country Club, a nonprofit organization. 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, combining proprietary research with a wide range of investment vehicles and operational support.

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

Series 63, Series 65

Chicago, IL

Hightower Advisors

Randy Siller is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 22 years before joining Hightower in 2020. Outside of his advisory role, he is involved as an agent offering fixed life settlements and various insurance products. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual investors and institutional clients, utilizing a multi-manager approach with access to both affiliated and third-party investment managers.

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

Series 63

Calabasas, CA

Hightower Advisors

Benjamin Posen is a financial advisor with Hightower Advisors, holding a Series 63 license and bringing 28 years of industry experience. He previously worked for Lindbrook Capital, LLC for 14 years before joining Hightower in 2025. Outside of his advisory role, he serves as a board member for Hopeless Records, Still Got Game, and as an independent board member for CNL Strategic Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with discretionary and non-discretionary portfolio management options.

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

Series 65, Series 63

Dallas, TX

Hightower Advisors

Susan Monaghan is a financial advisor with Hightower Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Hightower in 2024, she worked at The Vanguard Group, Personal Capital Advisors Corporation, Mercer Global Advisors, and Act Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing 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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Tyler D

CFA®, Series 66

Calabasas, CA

Hightower Advisors

Tyler Dritz is a CFA® charterholder with 20 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 14 years at Lindbrook Capital, LLC. 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 approach centers on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning.

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

Series 65, Series 63

Austin, TX

Hightower Advisors

Matthew Baldeck is a financial advisor with Hightower Advisors in Austin, TX, holding Series 63 and Series 65 licenses and 4 years of industry experience. His prior roles include positions at Hightower Securities, Securities America, Arbor Point Advisors, and experience in academic environments at Western Kentucky University and the University of Michigan. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction strategies.

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

CFP®, Series 63

Lexington, MA

Hightower Advisors

Spencer Betts is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at LPL Financial, Bickling Financial Services, Dietz & Lynch Capital, and Purshe Kaplan Sterling Investments. Betts is a partial owner of Bickling Financial Services, Inc., where he also serves as Chief Compliance Officer and provides full-service financial planning and asset management. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and diversified portfolio construction.

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

Series 63, Series 65

Delray Beach, FL

Hightower Advisors

Richard Weeks IV is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Advisors and Hightower Securities, LLC since 2011. Based in Delray Beach, FL, he has spent 15 years with the Hightower organizations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers supported by proprietary research and a range 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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Brian G

CFP®, Series 65

Buffalo, NY

Hightower Advisors

Brian Geary is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent ten years at Linwood Investment Advisors. Based in Buffalo, NY, he is currently affiliated with Hightower Advisors. 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, combining proprietary research and a variety of investment vehicles to serve its clients.

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 Morgia is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2010. Outside of his advisory role, he is a majority shareholder, vice president, and board member of CrowdzSpeak Inc., where he helped design the software and algorithms. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of 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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Ryan T

CFA®, Series 66

McLean, VA

Hightower Advisors

Ryan Torguson is a CFA charterholder with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at RBC Capital Markets and Morgan Stanley Private Bank. He is involved with the CFA Society of Washington as chair of the External Relations Committee. 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, and offers a range of strategies including mutual funds, ETFs, alternatives, and custom indexing.

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

Series 63, Series 65

New York, NY

Hightower Advisors

Matthew Kodish is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at The Vanguard Group and Fidato Partners. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and trusts. The firm focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers and utilizing proprietary research and portfolio construction techniques across 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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William W

Series 63, Series 65

Iselin, NJ

Hightower Advisors

William Wolf is a financial advisor at Hightower Advisors with 33 years of industry experience. He has held his current role at Hightower Securities, LLC since 2014. Wolf holds Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory 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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Richard F

Series 63, Series 65

Los Angeles, CA

Hightower Advisors

Richard Freilich is a financial advisor at Hightower Advisors in Los Angeles, CA, with 43 years of industry experience. He has held positions at Hightower Advisors since 2021 and previously worked at Bel Air Securities LLC and Bel Air Investment Advisors LLC from 1998 to 2021. He holds Series 63 and Series 65 licenses. 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 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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Jonathan H

CFP®, Series 65

Chicago, IL

Hightower Advisors

Jonathan Harper is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent four years with Altman Advisors. He is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach includes 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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Brandi D

Series 66

McLean, VA

Hightower Advisors

Brandi Dickey is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2021 before joining Hightower in 2021. Outside of her advisory role, she provides pet sitting services on a part-time basis. Hightower Advisors offers 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, providing access to a wide range of investment strategies and operational support.

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

CFA®

Portsmouth, NH

Hightower Advisors

Michael Gallagher is a CFA® charterholder with two years of experience at Hightower Advisors and twelve years prior at Wellington Management Company, LLP. He is based in Portsmouth, NH. 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, discretionary and non-discretionary portfolio management, and access to alternative investments and private funds.

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

Series 65

Marlton, NJ

Hightower Advisors

Marianne Rullo is a Series 65-licensed financial advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 19 years at Meyer Capital Group. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary and non-discretionary portfolio management, supported by 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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