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Jeffrey E

Series 65

Bellevue, WA

Hightower Advisors

Jeffrey Edgbert is a financial advisor at Hightower Advisors with 13 years of industry experience and holds a Series 65 designation. He previously worked at Highland Private Wealth Management for 13 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and retirement plans. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and planning services.

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

CFP®, ChFC®, Series 63

Cleveland, OH

Hightower Advisors

Ryan Dobroka is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower Advisors in 2023, he worked at Strategic Wealth Partners, LTD, Private Client Services, LPL Financial, and Elios Financial Group Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering 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 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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Theodore T

Series 65, Series 63

Plano, TX

Hightower Advisors

Theodore Trottman is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Private Client Services, RFG Advisory, Prospera Financial Services Inc., Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that emphasize manager selection and multi-manager solutions, utilizing both 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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Thomas W

CFP®, Series 63

Austin, TX

Hightower Advisors

Thomas Walsh is a CFP® with 16 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2020, following a 19-year tenure at Frontier Investment Management Co. Walsh also serves as a financial advisor for a 401(k) plan through TransAmerica. 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 along with proprietary research 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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Hope M

CFP®, Series 66

Portsmouth, NH

Hightower Advisors

Hope Martin is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. She has worked at Vigilant Capital Management for nine years before joining Hightower Advisors in 2023. Martin serves on the board of The Music Hall, a nonprofit theater in Portsmouth, NH, where she contributes to the Finance Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and fiduciary entities. The firm’s approach emphasizes multi-manager solutions, combining affiliated and third-party managers with 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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Meghan B

Series 65

Waltham, MA

Hightower Advisors

Meghan Beatty is a financial advisor at Hightower Advisors with a Series 65 designation and four years of industry experience. She has worked at Hightower Advisors since 2022 and previously held positions at Morgan Stanley, Eaton Vance, and RSM. Hightower Advisors provides investment advisory and planning services to a broad 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.

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

CFP®

Greensboro, NC

Hightower Advisors

Paula Mc Millan is a CFP® professional with eight years of experience in the financial services industry. She has worked at Hightower Advisors since 2020 and previously spent five years with Stearns Financial Group. Hightower Advisors delivers 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, 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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Thomas M

Series 65

Naples, FL

Hightower Advisors

Thomas Meyer is a financial advisor at Hightower Advisors with 20 years of industry experience. He holds a Series 65 designation and previously led Meyer Capital Group for over three decades before joining Hightower in 2023. Hightower Advisors offers 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. The firm provides 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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David S

Series 63, Series 65

Purchase, NY

Hightower Advisors

David Siegel is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at Guardian Life and Altium Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers, 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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Eileen P

CFP®, Series 65, Series 63

Chicago, IL

Hightower Advisors

Eileen Polese is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the CFP® designation and Series 65 and Series 63 licenses. Her prior experience includes roles at Alexandria Capital and Aspire Advisors, LLC, as well as work with the Mount Kisco Chamber of Commerce. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to support portfolio construction and management.

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

Series 63, Series 66

New York, NY

Hightower Advisors

Camille Forde is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and RBC Capital Markets. Outside of her advisory role, Camille is involved in creating and selling custom art through her business, Camilla J Art. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on multi-manager solutions and discretionary and non-discretionary portfolio management. The firm utilizes both affiliated and third-party managers and offers access to a range of investment vehicles, 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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Damian S

CFP®, Series 63, Series 66

Peoria, AZ

Hightower Advisors

Damian Shaw is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Charles Schwab Bank and Charles Schwab Trust Company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety 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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Samantha W

Series 66

Mission Woods, KS

Hightower Advisors

Samantha Waters is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2006 to 2016 before joining Hightower Advisors in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a range 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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Sonam L

Series 66

New York, NY

Hightower Advisors

Sonam Lama is a Series 66-licensed financial advisor at Hightower Advisors with four years of industry experience. Prior to joining Hightower in 2021, Sonam held positions at H&R Block and the New York Botanical Garden. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and offering 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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Michael F

CFP®, Series 63, Series 65

Washington, DC

Hightower Advisors

Michael Feldman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Farr Miller & Washington, LLC, Cheffy Passidomo, P.A., Karpus Management Inc., and Private Capital Management, L.P. Feldman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified 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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Tara M

CFP®

Greensboro, NC

Hightower Advisors

Tara Maxwell is a CFP® professional with 10 years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent eight years at Stearns Financial Group. Based in Greensboro, NC, she currently serves clients through Hightower Advisors. 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 discretionary and non-discretionary portfolio management alongside 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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Kristine P

Series 63, Series 65

Lexington, MA

Hightower Advisors

Kristine Porcaro is a financial advisor with Hightower Advisors in Lexington, MA, holding Series 63 and 65 licenses and bringing 27 years of industry experience. She previously worked at Lexington Wealth Management, Inc. for 14 years before joining Hightower Advisors in 2019. 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 manager selection, utilizing both affiliated and third-party managers along with 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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Jacqueline L

Series 66

Bethesda, MD

Hightower Advisors

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

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

Series 66

Chicago, IL

Hightower Advisors

Brian Dillig is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with specialized 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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Drew S

CFP®

Newport Beach, CA

Hightower Advisors

Drew Sherwood is a CFP® affiliated with Hightower Advisors in Newport Beach, CA. He has experience at Russell Investments and has previously worked in education at Boise State University and Sumner High School. 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 portfolio construction strategies 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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