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Kelly M

Series 63, Series 66

Chicago, IL

Hightower Advisors

Kelly Manchac is a financial advisor at Hightower Advisors with 25 years of industry experience. He held a position at Wayne Hummer Investments for 23 years before joining Hightower in 2022. Manchac holds Series 63 and Series 66 credentials and is based in Chicago, IL. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. 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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Amy T

Series 63, Series 65

Chicago, IL

Hightower Advisors

Amy Travis is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Hightower since 2017, including roles at Hightower Securities LLC and Hightower Advisors LLC, and previously spent nearly two decades with Raymond James Financial Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to a variety of investment vehicles, including alternatives and custom indexing.

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

CFA®

Chicago, IL

Hightower Advisors

Jeffrey Brown is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Hightower Advisors in Chicago, IL, having previously worked at Invesco Capital Markets, Inc. and Invesco Distributors, Inc. from 2014 to 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors such as pension plans, charitable organizations, corporations, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers along with a variety of investment vehicles and portfolio management features.

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

Series 66

Chicago, IL

Hightower Advisors

Jaimee Farrington is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Smith Barney LLC 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, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, supported by proprietary research and operational resources.

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

ChFC®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Jeffrey Toner is a financial advisor with Hightower Advisors in Chicago, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC. He serves as a board member for SGA Youth and Family Services, a charity based in Chicago, participating in policy and program reviews. Hightower Advisors provides a broad range of investment advisory and planning services to 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 through its network of Advisor Practices.

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

Series 66

Chicago, IL

Hightower Advisors

Matthew Dillig is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and 28 years of industry experience. He has been with HighTower Securities, LLC and Hightower Advisors since 2012. 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 both affiliated and third-party managers, proprietary research, and a variety 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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Matthew W

Series 66

Chicago, IL

Hightower Advisors

Matthew Ward is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Hightower Securities, LLC, G Treasury, Symphony Clinical Research, and Illinois State University. 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, and employs 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

CFP®, CFA®, Series 66

Chicago, IL

Hightower Advisors

David Sokolovsky is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He has worked at Hightower Advisors since 2019 and previously held positions at Zurich North America, Accenture Strategy, and Liberty Mutual Insurance. He is based in Chicago, IL. 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 advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment vehicles and 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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Jessica S

CFA®

Chicago, IL

Hightower Advisors

Jessica Salemy is a CFA® charterholder currently with Hightower Advisors in Chicago. She has prior experience at Star Mountain Capital, WP Global Partners, Mercer, and Marquette Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside 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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Daniel L

Series 66

Chicago, IL

Hightower Advisors

Daniel Levin is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and four years of industry experience. His prior roles include positions at William Blair, Elm Street Technology, Charles Schwab Bank, and Faubourg Private Wealth. 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, offering access to both affiliated and third-party managers across various investment vehicles, with services that include 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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Lorraine H

CFP®, Series 63, Series 66

Chicago, IL

Hightower Advisors

Lorraine Hutchinson is a CFP®-certified financial advisor with 29 years of industry experience. She has worked at Hightower Advisors since 2022 and previously spent 27 years with Wayne Hummer Investments L.L.C. in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager portfolio solutions and proprietary research, serving clients such as pension plans, charitable organizations, and private pooled investment vehicles.

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

Series 66

Chicago, IL

Hightower Advisors

Veronica Giess is a financial advisor at Hightower Advisors in Chicago, holding a Series 66 designation with four years of industry experience. Prior to joining Hightower in 2024, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2020 to 2024. Outside of her advisory role, she works at Lollapalooza serving beverages at a bar tent. 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, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices.

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

CFP®, Series 66

Chicago, IL

Hightower Advisors

Kevin Jackson is a CFP® professional based in Chicago, IL, with 14 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 client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

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

Series 63, Series 65

Chicago, IL

Hightower Advisors

Diego Wanderley is a financial advisor at Hightower Advisors with five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Fifth Third Securities. 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’s advisory model emphasizes multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates 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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Brandon H

Series 65

Chicago, IL

Hightower Advisors

Brandon Hoeft is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation and serves on the advisory board for the School of Business & Entrepreneurship at North Central College, advising on curriculum and industry connections. Before joining Hightower Advisors, he was affiliated with Lewis University and North Central College. 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. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with specific capabilities in managing cross-border exposures and institutional mandates.

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

Series 63, Series 65

Chicago, IL

Hightower Advisors

David Work is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 1998 to 2021 before joining HighTower Securities LLC and HighTower Advisors LLC in 2021. In addition to his advisory role, he serves as an adjunct faculty member at Texas Christian University, teaching a course on personal finance. 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. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with a focus on manager selection, 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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John M

Series 63, Series 65

Chicago, IL

Hightower Advisors

John Mauldin is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Mauldin Economics LLC and CMG Capital Management Group Inc. Outside of advisory roles, he directs ME Research LLC, which publishes various newsletters. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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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Erica W

CFP®, Series 66

Chicago, IL

Hightower Advisors

Erica Wiggins is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Hightower Advisors in 2021, she worked at Ausdal Financial Partners, Inc. and Clear Perspective Advisors from 2012 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with 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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Dayle M

CFA®, Series 63

Chicago, IL

Hightower Advisors

Dayle Malone is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, Malone worked at Clear Perspective Advisors, LLC for eight years. Malone is also a director of the Dudley D. & Delores R. Malone Family Foundation, a charitable private family foundation based in Illinois. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a manager selection and multi-manager strategy that includes 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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Jill W

CFP®

Chicago, IL

Hightower Advisors

Jill Ward is a CFP® professional with nine years of industry experience. She is currently with Hightower Advisors, where she has worked since 2021, following prior roles at TC Wealth Partners and the Trust Company of Illinois. 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’s approach centers 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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