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Drew D

Series 66

Bend, OR

Hightower Advisors

Drew Dill is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach incorporating affiliated and third-party managers and offers solutions including discretionary and non-discretionary portfolio management, financial planning, 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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Alan F

New York, NY

Hightower Advisors

Alan Fischer is a financial advisor at Hightower Advisors with 24 years of industry experience. He previously worked at Fischer & Company for 16 years before joining Hightower Advisors in 2018. The firm provides investment advisory and planning services to a diverse range of individual and institutional clients. Hightower’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with investment options 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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Todd S

CFP®, Series 63, Series 66

Houston, TX

Hightower Advisors

Todd Stephens is a CFP® professional with 24 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent nine years at Frontier Investment Management Co. He 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 focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and access to various investment vehicles.

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

Series 63, Series 65, Series 66

Lexington, MA

Hightower Advisors

Ashley Hoy is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining Hightower in 2023, she held roles at Whole Foods, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. She is also a Notary Public for the state of Massachusetts. Hightower Advisors provides investment advisory and planning services to a broad 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 access to diversified investment vehicles.

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

CFP®, Series 66

Bellevue, WA

Hightower Advisors

Elizabeth Loutsis is a financial advisor at Hightower Advisors with CFP® and Series 66 credentials and three years of industry experience. She previously worked at Kaizen Financial Advisors, LLC for four years and Shelgren Financial Group/Lincoln Investment for five years. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers advisory services featuring manager selection, multi-manager solutions, and access to proprietary and third-party investment strategies 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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Ben W

Series 63, Series 65, Series 66

Scottsdale, AZ

Hightower Advisors

Ben Wilson is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hightower since 2018, following prior roles at Purshe Kaplan Sterling Investments and WealthTrust Arizona LLC. Wilson serves on the Board of Directors for the Boys & Girls Club in Phoenix, supporting local youth through fundraising and other activities. 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, with offerings that include 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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James M

Series 63, Series 65

Houston, TX

Hightower Advisors

James Maida is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Salient Partners and related affiliates since 2003 and joined Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, 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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Whitney D

CFP®

San Diego, CA

Hightower Advisors

Whitney Drechsler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she worked at US Bank Private Wealth Management and Commonwealth Financial Network. 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 portfolio management, financial planning, and retirement plan consulting, with capabilities that include alternative investments, tax-managed strategies, and international exposure.

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

Series 63, Series 66

Palm Beach Gardens, FL

Hightower Advisors

Thomas Parker is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower Advisors and Hightower Securities since 2017, following prior roles at Bank of America and Merrill. 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 advisory approach includes multi-manager solutions and proprietary research, serving pension plans, charitable organizations, corporations, trusts, and other financial institutions.

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

Series 66

Huntsville, AL

Hightower Advisors

Joshua Magette is a financial advisor with Hightower Advisors, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked at Raymond James & Associates and served in various professional basketball organizations. His background includes playing for teams such as the Tasmania JackJumpers and Orlando Magic. 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, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

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

Series 66

Marlton, NJ

Hightower Advisors

Derrick Schemmel is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Clarity Point Financial Partners, Radian Group, and Morgan Stanley. 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, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary 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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Richard K

CFP®, Series 63, Series 65

Fort Myers, FL

Hightower Advisors

Richard Kula Jr. is a CFP® with 22 years of industry experience currently with Hightower Advisors since 2022. His prior experience includes roles at Annex Wealth Management, LLC and H Beck, Inc totaling 13 years. 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 through affiliated and third-party managers, incorporating proprietary research and a range of investment strategies.

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

Series 63, Series 65

Half Moon Bay, CA

Hightower Advisors

Thomas Mcguirk is a financial advisor at Hightower Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2010. Outside of his advisory work, he owns a commercial crab fishing business, Cowboy Fishing Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach includes 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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Trevor C

CFP®, Series 66

Newport Beach, CA

Hightower Advisors

Trevor Cummings is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial advisory industry. He has been with HighTower Advisors and HighTower Securities since 2016 and also has experience at Morgan Stanley dating back to 2013. HighTower Advisors delivers investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on 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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David P

CFP®

Waltham, MA

Hightower Advisors

David Piccirilli is a CFP® professional with five years of industry experience. He is currently with Hightower Advisors since 2023 and previously worked at RSM US Wealth Management and RSM US LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering a variety of portfolio management and financial planning services supported by proprietary research and a broad network of 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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Barbara H

CFP®, Series 63, Series 66

Dallas, TX

Hightower Advisors

Barbara Harger is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Fisher Investments, United Capital Financial Advisers, LLC, and Valuteachers Inc. 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, and incorporates 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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Tessa D

Series 63, Series 66

New York, NY

Hightower Advisors

Tessa Damiano is a financial advisor at Hightower Advisors with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Dash Financial Technologies, The Vanguard Group, and Cordatus Capital, among others. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, with a range of portfolio options including 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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John S

Series 63

Cleveland, OH

Hightower Advisors

John Silvis III is a financial advisor with Hightower Advisors in Cleveland, OH, holding a Series 63 designation and seven years of industry experience. Before joining Hightower in 2019, he spent 13 years at Fairport Asset Management. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, 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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Brady P

CFP®, Series 65

Minnetonka, MN

Hightower Advisors

Brady Palzkill is a CFP® and Series 65 credentialed financial advisor with two years of industry experience. He is currently associated with Hightower Advisors and has prior experience at CliftonLarsonAllen Wealth Advisors and Robert W Baird & Co, Inc. Palzkill has also held roles outside of finance, including positions with University of Wisconsin-Madison and community organizations. 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, utilizing both affiliated and third-party managers, alongside 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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Ashley L

Series 66

New York City, NY

Hightower Advisors

Ashley Lawwill is a financial advisor at Hightower Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Osaic Wealth, Inc. Outside of financial advising, she teaches an online acting class for children through her other business activity, Sitter Stream. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm’s approach incorporates multi-manager solutions and proprietary research, offering 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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