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Sean B
Series 63, Series 66
Colorado Springs, CO
Hightower Advisors
Sean Byers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Hightower Advisors since 2018 and previously held positions at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in numismatics, buying and selling gold and silver coins through eBay and coin shows. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager portfolio solutions, including access to proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
Bradley H
CFP®, Series 63, Series 65
Colorado Springs, CO
Hightower Advisors
Bradley Harvey is a CFP® professional with over 32 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at UBS Financial Services. He serves as a board member of the Kissing Camels Homeowners Association in Colorado Springs. 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, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.
Lanna S
Series 63, Series 66
Colorado Springs, CO
Hightower Advisors
Lanna Schroeder is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2008 to 2017. Outside of her advisory role, she is a part-time independent sales consultant for Rodan and Fields. Hightower Advisors serves a broad range of individual and institutional clients with investment advisory and planning services, utilizing a multi-manager investment approach that includes proprietary research and access to affiliated and third-party managers.
James Y
Series 63, Series 65
Colorado Springs, CO
Hightower Advisors
James Young is a financial advisor affiliated with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses with 45 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and HighTower Securities prior to joining Hightower Advisors in 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and trusts. 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.
Jack T. Y
Series 63, Series 65
Colorado Springs, CO
Hightower Advisors
Jack T. York is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Hightower Advisors since 2017, previously working at UBS Financial Services. York serves on the board of Cheyenne Village, a nonprofit focused on helping people with disabilities lead fulfilling lives. 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, utilizing both affiliated and third-party managers across various investment vehicles and strategies.
Gregory B
Series 63, Series 65, Series 66
Colorado Springs, CO
Hightower Advisors
Gregory Burks is a financial advisor with Hightower Advisors in Colorado Springs, Colorado, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked with Hightower Securities since 2017 and previously spent four years at Edward Jones. Outside of his financial career, Burks officiates college football as an NCAA referee. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager investment approach, combining affiliated and third-party managers with proprietary research to deliver customized portfolio management and financial planning solutions.
Kerry C
Series 66
Colorado Springs, CO
Hightower Advisors
Kerry Chambers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding a Series 66 designation and having 25 years of industry experience. Prior to joining Hightower in 2017, he worked at Morgan Stanley Smith Barney from 2009 to 2017. Outside of advising, he is involved with Bicycle Village, a specialty sports retail business where he provides customer service and assists with sales operations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm employs a multi-manager approach with access to both affiliated and third-party managers, providing portfolio management, financial planning, and retirement consulting tailored to various investment needs.
Marion B
Series 63, Series 65
Colorado Springs, CO
Hightower Advisors
Marion Baker is a financial advisor at Hightower Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HighTower Securities, LLC and UBS Financial Services Inc. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing and managing rental properties. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers along with proprietary research and portfolio construction techniques.
William M
Series 63, Series 65
Colorado Springs, CO
Hightower Advisors
William Mercer is a financial advisor at Hightower Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS PaineWebber Inc. for 16 years prior to joining Hightower in 2017. Mercer is based in Colorado Springs, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection, multi-manager solutions, and utilizes both affiliated and third-party managers across various investment strategies.
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