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Patrick F

Series 66

New York City, NY

Hightower Advisors

Patrick Fruzzetti is a financial advisor with Hightower Advisors in New York City, holding a Series 66 designation and possessing 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and financial institutions. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers 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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Mark M

Series 63, Series 65

Naples, FL

Hightower Advisors

Mark Masterson is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2011. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides a range of portfolio management and consulting services.

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

Series 65

Wichita, KS

Hightower Advisors

Amber Helms is a Series 65-licensed financial advisor with seven years of industry experience, currently with Hightower Advisors since 2022. Her prior experience includes roles at Hightower 6 M Holding, 6 Meridian, Visit Overland Park, and Peoples Inc., spanning over a decade of diverse professional engagements. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles using a multi-manager model with 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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James D

Series 63, Series 65

Huntsville, AL

Hightower Advisors

James Day III is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including 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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Bryan K

CFA®, Series 63

Arlington, VA

Hightower Advisors

Bryan Keane is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Alexandria Capital and Opus Advisory Group. 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 through affiliated and third-party managers, using proprietary research and various portfolio construction techniques.

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

Series 66

Mission Woods, KS

Hightower Advisors

Matthew Navickas is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities LLC since 2019. Outside of finance, he owns and operates M&M Mowing LLC, a lawn maintenance business. 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 investment solutions, utilizing both affiliated and third-party managers across various asset classes and strategies.

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

Series 66

Traverse City, MI

Hightower Advisors

Donald Stellin is a financial advisor at Hightower Advisors in Traverse City, MI, holding a Series 66 designation with 25 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, since 2011. 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 a variety of investment options including mutual funds, ETFs, alternative investments, and customized indexing.

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

Series 66

Chicago, IL

Hightower Advisors

Michael Schneider is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 13 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers, with investment options 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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John B

Series 63, Series 65

White Plains, NY

Hightower Advisors

John Buffa is a financial advisor with Hightower Advisors in White Plains, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at Hightower Advisors since 2017 and previously spent nearly a decade at Morgan Stanley in various capacities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, serving clients through 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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David S

Series 66

Los Angeles, CA

Hightower Advisors

David Sadkin is a financial advisor at Hightower Advisors with 20 years of industry experience and holds a Series 66 designation. He previously worked with Bel Air Investment Advisors and Bel Air Securities LLC for 15 years and was a partner at Bel Air Management Company LLC. Sadkin serves on the finance and investment committees of The Buckley School and Temple Israel of Hollywood, as well as the investment committee of Cedars Sinai Medical Center. 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, and incorporates proprietary research in its portfolio construction.

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

Series 63, Series 65

Henderson, NV

Hightower Advisors

David Day is a financial advisor at Hightower Advisors with Series 63 and 65 designations and three years of industry experience. Prior to joining Hightower, he worked at New York Life Insurance Co. and Nylife Securities LLC. Outside of finance, he owns and manages All Day Pools LLC, a pool cleaning and service business, and serves as a board member for the Henderson Little League, overseeing the Tee-Ball division. 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, 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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Stephen M

Series 63, Series 65

Orlando, FL

Hightower Advisors

Stephen Mackall is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at Resource Consulting Group for nine years before joining Hightower Advisors in 2024. Based in Orlando, FL, he currently serves clients through Hightower’s enterprise platform. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to construct customized portfolios.

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

Series 66

Chicago, IL

Hightower Advisors

Kyra Meach is a financial advisor at Hightower Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Robert W Baird Co. Inc. and Googins Advisors Inc. Prior to her financial career, she was involved in various roles including work at the University of Wisconsin and Coldpsoons Gelato. 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, with a comprehensive suite 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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Theo K

CFA®

North Andover, MA

Hightower Advisors

Theo Kalantzakos is a CFA® charterholder currently affiliated with Hightower Advisors. He has prior experience at Boston Hill Advisors and NEIRG Wealth Management, as well as a background as a full-time student at the University of Massachusetts, Amherst. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm supports a variety of strategies and offers operational features such as monitoring, rebalancing, and home-office trading.

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

Series 63, Series 65

Boca Raton, FL

Hightower Advisors

Christopher Ure is a financial advisor with Hightower Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and insurance companies. 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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Stella B

Series 63, Series 65

Palm Beach Gardens, FL

Hightower Advisors

Stella Bray is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. 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 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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Kristin D

CFP®

Chicago, IL

Hightower Advisors

Kristin Donnelley is a CFP® professional with two years of industry experience, currently affiliated with Hightower Advisors in Chicago, IL. She has worked with The Lerner Group for four years. 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 integrates proprietary research and employs a combination of affiliated and third-party managers across various investment vehicles.

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

Series 63, Series 65

Denver, CO

Hightower Advisors

Bruce Kendrick is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower since 2020, following four years at Frontier Investment Management Co. 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 offers services including 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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Ella P

Series 65

Waltman, MA

Hightower Advisors

Ella Pelton is a Series 65-licensed advisor with Hightower Advisors, bringing less than one year of industry experience. Her prior work includes roles at Morgan Stanley and several non-financial positions, including at Robek's Fresh Juices, Playa Bowls, and Blue Hills Ski Area. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, offering a range of portfolio management and consulting services supported by proprietary research and operational features.

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

Series 65

Washington, DC

Hightower Advisors

Susan Cantus is a Series 65 licensed advisor at Hightower Advisors with 29 years of industry experience. She was previously with IA Farr, Miller & Washington, LLC for 25 years before joining Hightower Advisors in 2021. 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 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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