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Randy S

Series 63, Series 65

Chicago, IL

Hightower Advisors

Randy Siller is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 22 years before joining Hightower in 2020. Outside of his advisory role, he is involved as an agent offering fixed life settlements and various insurance products. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual investors and institutional clients, utilizing a multi-manager approach with access to both affiliated and third-party investment managers.

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 Morgia is a financial advisor with Hightower Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2010. Outside of his advisory role, he is a majority shareholder, vice president, and board member of CrowdzSpeak Inc., where he helped design the software and algorithms. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and 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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Evan S

Series 66

Chicago, IL

Hightower Advisors

Evan Serwinski is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at TC Wealth Partners, LLC and Charles Schwab. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management and financial planning solutions. The firm’s approach includes manager selection and multi-manager strategies, 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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Delaney O

CFP®

Chicago, IL

Hightower Advisors

Delaney Orozco is a CFP® professional with eight years of industry experience, currently with Hightower Advisors since 2020. Prior to joining Hightower, she worked at Private Vista, LLC from 2015 to 2020. Outside of her advisory role, she coaches at the Chicago Elite Volleyball Club. 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, discretionary and non-discretionary portfolio management, and access to pooled 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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Randy P

CFP®, Series 66

Chicago, IL

Hightower Advisors

Randy Porzel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at HighTower Advisors since 2020. Prior to joining HighTower, he spent 14 years at Private Vista, LLC (formerly Financial Strategy Network LLC). He holds the Series 66 designation and is based in Chicago, IL. 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 emphasizes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles.

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

Series 66

Chicago, IL

Hightower Advisors

Amanda Caruth is a financial advisor at Hightower Advisors with four years of industry experience. She holds the Series 66 designation and has previously worked at M1 Finance. Outside of her advisory role, Amanda volunteers with Paws and Claws Evanston, assisting with animal care and events. 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 utilizing both affiliated and third-party managers, with services spanning 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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Kevin R

Series 65

Chicago, IL

Hightower Advisors

Kevin Rice is a financial advisor at Hightower Advisors in Chicago, IL, with six years of industry experience. He holds a Series 65 designation and has worked previously at TC Wealth Partners, MB Financial, and Markit. 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, using 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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Mark Roberto L

Series 66

Chicago, IL

Hightower Advisors

Mark Roberto Leander is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Hightower Advisors and previously worked at UBS Financial Services, JPMorgan Securities, and Morgan Stanley, among other firms. Hightower Advisors offers investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing 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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William G

Series 66

Chicago, IL

Hightower Advisors

William Gregory is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with five years of industry experience. He has previously worked at Clear Perspective Advisors, First Heartland Capital, and Coyle Kiley Insurance. Since 2021, he has been licensed to offer fixed life insurance through Producers Group. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individual investors and institutional entities such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and offers access to diversified investment vehicles with a focus on portfolio construction and operational support.

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