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Kevin S

CFP®, Series 66

Milford, CT

Hightower Advisors

Kevin Small is a CFP® professional with 14 years of experience in the financial industry. He has worked at Hightower Advisors since 2024 and previously spent over a decade with Equitable Advisors and Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, manager selection, and proprietary research, serving clients through a network of Advisor Practices with access to various investment products and tailored portfolio management strategies.

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

CFP®, Series 66

Valpariso, IN

Hightower Advisors

Samantha Pietruszynski is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Hightower Advisors since 2026, following eight years at HighTower Securities, LLC. Prior to her advisory career, she worked at Loras College in various roles from 2014 to 2018. 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 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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Robert P

Series 65

Harrison, NY

Hightower Advisors

Robert Palmieri is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2019. His prior experience includes roles at R.F.- Fulcrum Group and Untracht Early. Hightower Advisors provides investment advisory and planning services to a diverse group 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 vehicles and operational features.

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

Series 66

New York, NY

Hightower Advisors

Gabriella Tango is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with eight years of industry experience. She previously worked at Merrill for six years before joining Hightower in 2020. Outside of her advisory role, Gabriella works as a server at Rods Steakhouse. 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 a wide array of investment vehicles and customized portfolio construction.

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

CFP®, Series 63

Los Angeles, CA

Hightower Advisors

Shaina Desai is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Hightower Advisors and has held prior roles at Northwestern Mutual Wealth Management Company and Jessica Aliotti. 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 offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment 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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Morgan S

CFP®

Bethesda, MD

Hightower Advisors

Morgan Sarraf is a CFP® professional with six years at Hightower Advisors and nine years with Closet Stretchers, totaling 15 years of industry experience. He is based in Bethesda, MD. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes 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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Noah F

Series 65

Dallas, TX

Hightower Advisors

Noah Fitch is a financial advisor at Hightower Advisors based in Dallas, TX, holding a Series 65 credential. He has experience with several firms including Edward Jones and 55 Seventy, and has worked in education for over a decade at Ovilla Christian School and the University of Texas at Arlington. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers and proprietary research. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with experience in large institutional mandates and international investment considerations.

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

CFP®, Series 66

New York, NY

Hightower Advisors

Arielle Koganski is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors in New York. She has been with Hightower since 2018 and previously worked at Hyperion Wealth and Strategies For Wealth. 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 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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Kristor L

CFP®, ChFC®, Series 63

San Francisco, CA

Hightower Advisors

Kristor Lawson is a CFP® and ChFC® with 31 years of industry experience. He has been with HighTower Advisors since 2020 and previously worked at Schultz Collins, Inc. from 2016 to 2020. Outside of advisory work, he is a partner in a rental real estate partnership. HighTower Advisors serves individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, offering a range of investment options 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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Stephen C

CFP®

North Andover, MA

Hightower Advisors

Stephen Curran is a CFP® professional with 17 years of industry experience. He has been with Hightower Advisors since 2023 and previously worked at Boston Hill Advisors, LLC for 14 years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management, financial planning, and retirement consulting services through its extensive network of advisors.

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

ChFC®, Series 63, Series 66

Pearl River, NY

Hightower Advisors

Thomas Mingone is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds the ChFC® designation and has worked previously at Equitable Advisors, AXA Advisors, LLC, and Cmg Financial Planning Ltd. Outside of his advisory work, he serves as Vice Chairman of the board for The Rockland Community Network Inc., a nonprofit providing agricultural educational services to the local school district and community. Hightower Advisors offers 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, retirement plan consulting, and access to a variety of investment vehicles through a multi-manager, manager selection model.

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

Series 65

Mission Woods, KS

Hightower Advisors

Luke Sullivan is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at Falcon Wealth Advisors for three years and held roles at Best Buy from 2015 to 2020. Outside of his advisory work, Sullivan serves as the editor and producer of the Kansas Golf Foundation’s podcast. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s model focuses on 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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Andrew M

CFA®, Series 63, Series 66

Wichita, KS

Hightower Advisors

Andrew Mies is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Morgan Stanley and Private Client Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm 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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Deborah F

Series 63, Series 65, Series 66

Chicago, IL

Hightower Advisors

Deborah Frazier is a financial advisor at Hightower Advisors with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Hightower since 2019. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. From 2017 to 2019, she was involved with National Junior Tennis@ Learning of Trenton. 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 using both affiliated and third-party managers, and it offers tailored portfolio management incorporating 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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Kyle B

Series 65

Santa Fe, NM

Hightower Advisors

Kyle Burns is a financial advisor with Hightower Advisors in Santa Fe, NM, holding a Series 65 designation and 12 years of industry experience. He worked with The Rikoon Group for 10 years before joining Hightower Advisors in 2021. In addition to his advisory role, Burns assists with trust and estate administration services and occasionally acts as an independent agent introducing real estate borrowers to financing sources. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach, utilizing both affiliated and third-party managers, with a focus on 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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Debra S

Series 65

Dallas, TX

Hightower Advisors

Debra Selvidge is a financial advisor with Hightower Advisors in Dallas, TX. She holds the Series 65 designation and has 13 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Smith Anglin Financial. 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, as well as access to 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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Ryan B

Series 65

McLean, VA

Hightower Advisors

Ryan Balow is a financial advisor with Hightower Advisors in McLean, VA, holding a Series 65 designation and four years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent time at VWG Wealth Management and Woodmont CC. 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, using both affiliated and third-party managers, with a focus on portfolio construction that incorporates 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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Thomas F

Series 63, Series 65

Omaha, NE

Hightower Advisors

Thomas Foley is a financial advisor at Hightower Advisors in Omaha, NE, with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with HighTower Securities, LLC and HighTower Advisors, LLC since 2016. Outside of his advisory work, he is involved with Bultaco Enterprise LLC, a real estate business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction techniques.

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

Series 65

San Diego, CA

Hightower Advisors

Joshua Harlan is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 65 designation and eight years of industry experience. He has previously worked at Delphi Private Advisors and Sunrise Capital Partners. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, 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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Margoth R

CFP®, Series 63, Series 65

San Diego, CA

Hightower Advisors

Margoth Romero is a CFP®-certified financial advisor at Hightower Advisors with 12 years of industry experience. She has worked at Hightower Advisers, LLC since 2019 and also has a long tenure at Delphi Private Advisors beginning in 2013. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach focuses on 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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