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Marielle S

CFP®, Series 66

New York, NY

Hightower Advisors

Marielle Schurig is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Lindbrook Capital, UBS Financial Services, 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, using both affiliated and third-party managers, and offers 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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Donna G

CFP®, Series 63

New York, NY

Hightower Advisors

Donna Gallo is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Hightower Advisors, where she has worked since 2024. Prior to joining Hightower, she spent 19 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Hightower Advisors offers 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, utilizing affiliated and third-party managers with a focus on 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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John F

Series 65

Memphis, TN

Hightower Advisors

John Francis is a financial advisor with Hightower Advisors in Memphis, TN, holding a Series 65 designation and bringing nine years of industry experience. He previously worked at Green Square Capital LLC from 2016 to 2019 before joining Hightower Advisors in 2019. 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 pooled investment vehicles. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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 W

CFA®

Sarasota, FL

Hightower Advisors

Michael Wood is a CFA® charterholder with four years of industry experience. He currently serves as an advisor at The Otto Group within Hightower Advisors and has prior experience at Kennedy Investments, Westchase Golf Club, and Swordfish Grill. 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, 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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Daniel S

Series 63, Series 65

Bellevue, WA

Hightower Advisors

Daniel Stober is a financial advisor at Hightower Advisors with 24 years of industry experience. He has held roles at Triad Wealth Stewardship, Cambridge Investment Research Advisors, and Threadline Wealth prior to joining Hightower in 2014. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on 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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Trevor S

CFP®, Series 66

Fort Myers, FL

Hightower Advisors

Trevor Swartz is a CFP® and holds a Series 66 designation with 25 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2014, based in Fort Myers, FL. 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 emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a comprehensive advisory model that includes 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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Patrick F

Series 66

Houston, TX

Hightower Advisors

Patrick Fleming is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked for StreetTalk Advisors LLC for ten years before joining Hightower in 2023. Based in Houston, TX, Fleming focuses on providing investment advisory services through Hightower's enterprise platform. Hightower Advisors serves a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, and insurance companies. 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 advisors.

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

CFP®, CFA®

Greensboro, NC

Hightower Advisors

John Thomas is a CFP® and CFA® with 14 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 15 years at Stearns Financial Services Group. Outside of his advisory role, he serves as a board member and treasurer for a family corporation managing timberland and investment assets. 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, using both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

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

Chicago, IL

Hightower Advisors

David Satin is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS and JPMorgan Securities LLC. 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 access to various portfolio management strategies including 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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Peter L

Series 63, Series 65

Belvedere Tiburon, CA

Hightower Advisors

Peter Lyon is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management and financial planning solutions. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, with capabilities 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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Andrew B

CFP®, Series 63, Series 65

Lynnfield, MA

Hightower Advisors

Andrew Betts is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Hightower Advisors and has prior experience at Purshe Kaplan Sterling Investments, Bickling Financial Services, and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager strategies, 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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Scott B

CFP®, CFA®, Series 65

North Andover, MA

Hightower Advisors

Scott Brown is a CFP®, CFA®, and Series 65-licensed advisor with 13 years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent 10 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and trusts. The firm emphasizes manager selection and multi-manager solutions, employing proprietary research and offering access to 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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Gregory W

CFP®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Gregory Williams is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Private Vista, LLC (formerly Financial Strategy Network, LLC). He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual investors, institutional clients, pension plans, and charitable organizations. The firm utilizes a multi-manager approach combining 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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Paige B

CFP®, Series 66

Falmouth, ME

Hightower Advisors

Paige Batchelder is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2015. She is based in Falmouth, ME, and holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of discretionary and non-discretionary portfolio management strategies.

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

Series 66

Los Angeles, CA

Hightower Advisors

Henry Gitman is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 credential and 12 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. 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 affiliated and third-party managers, proprietary research, and a variety of investment products 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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Richard B

Series 66

New York, NY

Hightower Advisors

Richard Browne is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, LLC, and CMG Financial Planning Ltd. His other business activities include work with Ashar-Life Settlements and the management of Richard R. Browne Wealth Management, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing 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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Sharon L

ChFC®, Series 65, Series 63

Bellevue, WA

Hightower Advisors

Sharon Lailey is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the ChFC® designation and Securities Series 65 and 63 licenses. Prior to joining Hightower in 2022, she worked at Sovereign Wealth Advisors, Inc. for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach includes manager selection and multi-manager solutions, utilizing 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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Brent M

CFP®, Series 63, Series 66

Scottsdale, AZ

Hightower Advisors

Brent Mcquiston is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Hightower Advisors. He has worked with Hightower since 2018 and held prior roles at Wealth Trust Arizona and Purshe Kaplan Sterling Investments. His business activities include fixed insurance sales. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and diverse investment vehicles.

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

Series 66

Huntsville, AL

Hightower Advisors

Coleman Belk is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2021. His prior experience includes roles at KPMG and Pawleys Investment Advisors, as well as five years at Furman University and Vanderbilt University. 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, 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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Michael B

Series 63, Series 66

Scottsdale, AZ

Hightower Advisors

Michael Bowen is a financial advisor with Hightower Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Hightower in 2018, he worked at Purshe Kaplan Sterling Investments and WealthTrust Arizona LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management with an emphasis on manager selection and multi-manager solutions, utilizing 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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