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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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Alexandra K

CFP®, Series 66

Austin, TX

Hightower Advisors

Alexandra Kerrigan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Dimensional Fund Advisors for 9 years before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to proprietary research and a variety of investment vehicles, 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 K

CFP®, CFA®, Series 66

Austin, TX

Hightower Advisors

Andrew Kelch is a CFP®, CFA®, and Series 66-registered advisor with 22 years of industry experience. He has been with Hightower Advisors since 2021 and previously worked at Dimensional Fund Advisors and USAA Investment Management Company. 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 that utilizes both affiliated and third-party managers, offering portfolio management, 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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Robert Benton A

CFP®, Series 63, Series 65

Austin, TX

Hightower Advisors

Robert Benton Arnold is a CFP® professional with 25 years of experience in financial advisory. He is currently with HighTower Advisors, where he has worked since 2020, and previously spent seven years at Frontier Investment Management Co. Arnold serves as president of the Financial Planning Association of Austin and is a director of the JD Abrams Charitable Foundation. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers and incorporating a range of investment vehicles 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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Matthew B

Series 65, Series 63

Austin, TX

Hightower Advisors

Matthew Baldeck is a financial advisor at Hightower Advisors in Austin, TX, holding Series 65 and Series 63 licenses with four years of industry experience. His prior roles include positions at Securities America, Inc., Arbor Point Advisors, and Hightower Securities, LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a focus on diversified investment solutions.

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

Series 65

Austin, TX

Hightower Advisors

John Schlesinger is a financial advisor with Hightower Advisors in Austin, TX, holding a Series 65 credential and 11 years of industry experience. He previously worked at Frontier Investment Management Co for five years before joining Hightower Advisors in 2020. 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 emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with 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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