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Mark S

Series 63, Series 65

Chicago, IL

Hightower Advisors

Mark Sudderberg is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He previously worked at First Heartland Capital, Inc. for 21 years and at Clear Perspective Advisors for four years. Based in Chicago, IL, Sudderberg has a long tenure in financial advisory roles. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, and various organizational entities. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, and offers services ranging from portfolio management to retirement plan consulting.

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

Series 66

Chicago, IL

Hightower Advisors

Francis Murphy III is a Series 66-licensed financial advisor with Hightower Advisors in Chicago, Illinois. He has 19 years of industry experience and has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm’s approach 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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Michael W

Series 66

Chicago, IL

Hightower Advisors

Michael Wrocenski is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and three years of industry experience. He has worked at Hightower Advisors since 2022 and previously was associated with EFG Advisors and held roles outside the financial industry, including operating a business called FlyHigh Bounce House Rentals. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, offering access to 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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Gregory G

CFP®, Series 66

Chicago, IL

Hightower Advisors

Gregory Gregory is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently works at Hightower Advisors in Chicago, IL, where he has been since 2021, following eight years at Clear Perspective Advisors and Ausdal Financial Partners. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of 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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Garnet C

Series 65

Chicago, IL

Hightower Advisors

Garnet Croteau is a financial advisor at Hightower Advisors with 34 years of industry experience. He holds a Series 65 designation and previously worked at Farr, Miller & Washington, LLC for 17 years before joining Hightower Advisors in 2022. 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 trusts. The firm emphasizes a multi-manager approach with access to affiliated and third-party managers, offering a range of investment solutions 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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Trevor L

Series 66

Chicago, IL

Hightower Advisors

Trevor Lipsett is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer since 2016. Prior to that, he worked at William Blair & Company for three years. 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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Caryn F

CFP®, Series 66

Chicago, IL

Hightower Advisors

Caryn Fields is a CFP®-designated financial advisor with 12 years of industry experience currently with Hightower Advisors. Her prior roles include positions at J.P. Morgan Securities and Fidelity Investments. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines proprietary research and access to 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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Steven M

CFP®, ChFC®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Steven Merdinger is a CFP® and ChFC® with 40 years of experience in financial advisory services. He is currently with Hightower Advisors and has previously worked at Comprehensive Asset Management & Servicing, Inc., and Private Vista, LLC (formerly Financial Strategy Network LLC). Based in Chicago, IL, he has been with Hightower Advisors since 2020. Hightower Advisors provides 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, and offers diverse portfolio construction 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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Brendan C

Series 66

Chicago, IL

Hightower Advisors

Brendan Cashman is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has been with HighTower Securities, LLC since 2016 and also operates Cashco, Inc. since 2010. Based in Chicago, IL, his career spans both advisory and entrepreneurial roles. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing 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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Darren W

CFP®, Series 66

Chicago, IL

Hightower Advisors

Darren Walloch is a CFP® professional with 16 years of industry experience. He has worked at Hightower Advisors since 2020 and previously was with Frontier Investment Management Co and ELCA Foundation. He is based in Chicago, IL. 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 various 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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Michael M

Series 63, Series 65

Chicago, IL

Hightower Advisors

Michael Merdinger is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Eugene Cohen Insurance and Private Vista, LLC (formerly Financial Strategy Network LLC) since 1999. Outside of his advisory work, he is the founder of the Chicagoland Organization of Marine Families, a nonprofit supporting ecology. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a model focused on manager selection and multi-manager solutions that include affiliated and third-party managers, proprietary research, and diversified portfolio construction.

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

CFP®

Chicago, IL

Hightower Advisors

Kimberly O Brien is a CFP® professional with nine years of industry experience. She is currently with Hightower Advisors in Chicago, where she has worked since 2019. Prior to that, she was with 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. The firm’s investment approach emphasizes manager selection and multi-manager solutions, incorporating 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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Megan K

Series 66

Chicago, IL

Hightower Advisors

Megan Kowalski is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2014. Based in Chicago, IL, her work focuses on serving a diverse client base through her firm. Hightower Advisors provides investment advisory and planning services to both individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various asset classes.

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

CFP®, Series 66

Chicago, IL

Hightower Advisors

Miles Johnson is a CFP® and Series 66-designated advisor at Hightower Advisors with eight years of industry experience. He has previously worked at Ipsen Advisor Group, Wells Fargo Clearing, and McMaster-Carr Supply Company. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, delivering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager strategies, incorporating 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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Walter G

Series 66

Chicago, IL

Hightower Advisors

Walter Gondeck Jr. is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of his advisory role, he is the CEO of Asphalt Plus, a pavement company, serves as a shareholder in O.B. Tools, a medical device firm, and participates on the committee of Doctors Direct Insurance, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include 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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Colleen D

CFP®, Series 65

Chicago, IL

Hightower Advisors

Colleen Dwyer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, she worked at Private Vista, LLC and Aon. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, with an emphasis on manager selection and multi-manager solutions that incorporate both affiliated and third-party managers, as well as 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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Jonathan H

CFP®, Series 63, Series 66

Chicago, IL

Hightower Advisors

Jonathan Hylton is a CFP®-designated financial advisor with over 25 years of industry experience. He has worked at HighTower Advisors since 2021 and previously spent a decade at Ausdal Financial Partners, Inc. and Clear Perspective Advisors. Outside of advisory work, he also operates as an independent contractor involved in life insurance and fixed annuity sales. HighTower Advisors serves individual and institutional clients through a network of advisor practices, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers with access to 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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Michael M

Series 63, Series 65

Chicago, IL

Hightower Advisors

Michael Morcos is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Hightower since 2021. Prior to this, he spent 10 years at both Ausdal Financial Partners, Inc. and Clear Perspective Advisors, LLC. Morcos serves as a director and member of the board of advisors for the Dunham Fund, a private foundation based in Aurora, Illinois. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager approach with both affiliated and third-party managers and offers 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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Brian G

Series 66

Chicago, IL

Hightower Advisors

Brian Gloria is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors from 2011 to 2020. Outside of his advisory role, Gloria competes in drag racing events sanctioned by the National Hot Rod Association (NHRA). Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach 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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James W

CFP®, Series 63, Series 65

Chicago, IL

Hightower Advisors

James Weil is a CFP® certificant with 36 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Private Vista, LLC. Weil serves as a board director for Ruth Lake Country Club, a nonprofit organization in Hinsdale, Illinois. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers, with offerings that include 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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