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Solomon C
CFP®, Series 63, Series 65
Dallas, TX
Hightower Advisors
Solomon Cartier is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His career includes roles at USAA Investment Management Company, Under Armour, and International Assets Advisory, among others. Outside of finance, Cartier is an instructor for Dart Combatives, a martial arts training business he has been involved with since 2001. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm utilizes a manager selection approach with both affiliated and third-party managers and offers a range of strategies encompassing mutual funds, ETFs, alternative investments, and custom indexing.
Race C
Series 65
Dallas, TX
Hightower Advisors
Race Chong is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation. His prior experience includes roles in education and construction 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 approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.
John T
Series 63, Series 65
Dallas, TX
Hightower Advisors
John Taggart is a financial advisor with Hightower Advisors in Dallas, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Hightower, he worked at Northwestern Mutual in various capacities from 2024 to 2026. Outside of finance, he has experience in the food service and catering industries. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various organizations. The firm employs a multi-manager approach that utilizes affiliated and third-party managers, proprietary research, and a range of investment vehicles tailored to client needs.
Guy W
Series 63, Series 66
Dallas, TX
Hightower Advisors
Guy Wayman is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Frontier Investment Management Co, Steele Capital Management, TD Ameritrade, Charles Schwab, and Thrivent Investment Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, ranging from individual investors to institutional clients such as pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing strategies.
Sergio G
CFP®, Series 63, Series 66
Dallas, TX
Hightower Advisors
Sergio Garcia is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management, among others. He is a council member of The Dallas Foundation's Professional Advisor Advisory Council. 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, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Barbara H
CFP®, Series 63, Series 66
Dallas, TX
Hightower Advisors
Barbara Harger is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Fisher Investments, United Capital Financial Advisers, LLC, and Valuteachers Inc. 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, and incorporates proprietary research and a variety of investment strategies.
Noah F
Series 65
Dallas, TX
Hightower Advisors
Noah Fitch is a financial advisor at Hightower Advisors based in Dallas, TX, holding a Series 65 credential. He has experience with several firms including Edward Jones and 55 Seventy, and has worked in education for over a decade at Ovilla Christian School and the University of Texas at Arlington. 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 and proprietary research. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with experience in large institutional mandates and international investment considerations.
Lane H
Series 65
Dallas, TX
Hightower Advisors
Lane Hedgecoke is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2023, following a decade-long prior career. 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 manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.
Brandon K
CFP®, Series 65
Dallas, TX
Hightower Advisors
Brandon Keesee is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously held roles at Frontier Investment Management Co. and Cracker Barrel Old Country Store. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Ira U
CFP®, Series 66
Dallas, TX
Hightower Advisors
Ira Utay is a CFP®-credentialed financial advisor with 21 years of industry experience, currently serving at Hightower Advisors since 2020. His prior roles include positions at Frontier Investment Management, USAA Investment Management, USAA Financial Planning Services, Merrill, Banc of America Investment Services, and UBS Financial Services. Based in Dallas, TX, Utay’s background encompasses both individual and institutional financial planning and investment management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and financial institutions. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.
Brian H
Series 65
Dallas, TX
Hightower Advisors
Brian Hattendorf is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 20 years before joining Hightower Advisors in 2020. Hightower provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.
Bradley M
CFP®, Series 63, Series 66
Dallas, TX
Hightower Advisors
Bradley Mcconkey is a CFP® certificant with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020 and was previously with Frontier Investment Management Co for seven years. He is based in Dallas, TX. 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 emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.
Nathan O
Series 65
Dallas, TX
Hightower Advisors
Nathan Osuna is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Hightower in 2024, he served in the U.S. Army for ten years and worked at Texas Tech University for two years. 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 with an emphasis on manager selection and customized portfolio construction.
Howell F
Series 63, Series 65
Dallas, TX
Hightower Advisors
Howell Florence is a financial advisor with Hightower Advisors in Dallas, TX. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Prior to joining Hightower in 2022, he worked at Fisher Investments, USAA Investment Management Company, and USAA Financial Planning Services. 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 alongside proprietary research and custom portfolio construction.
Steven W
CFP®, Series 66
Dallas, TX
Hightower Advisors
Steven Walton is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020 and previously spent ten years at GuideStone Financial Services and GuideStone Financial Resources. Walton is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of investment products and strategies tailored to various client needs.
Jeff R
CFP®, Series 63, Series 66
Dallas, TX
Hightower Advisors
Jeff Rogers is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he focuses on developing and motivating a team of financial professionals, providing coaching and feedback to enhance their planning skills and client education. Jeff has extensive experience within Fidelity Investments, having held various roles since 2007. His previous positions include Assistant Branch Manager, Retirement Solutions Senior Manager, Investment Solutions Manager, Service Manager, Private Client Group Representative, Premium Services Representative, and Financial Representative. This progression reflects his broad expertise in financial services and leadership. Specific details about Jeff's education, credentials, personal interests, or community involvement were not provided.
Ryan S
CFP®, Series 65
Dallas, TX
Hightower Advisors
Ryan Solt is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Hightower Advisors and has prior experience at The Capital Chart Room, Coiner Enterprises LLC, OneAmerica Securities, and Integrity Financial Group, among others. He continues to service former clients through Integrity Financial Group and American United Life, primarily receiving life insurance renewals. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, a focus on manager selection, and the use of affiliated and third-party managers across various investment vehicles.
Kylie S
Series 65
Dallas, TX
Hightower Advisors
Kylie Stevens is a Series 65-licensed financial advisor with Hightower Advisors, based in Dallas, TX. She has three years of industry experience, previously working at Dearborn and Creggs and H-E-B. Hightower Advisors offers 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 provides various portfolio management and financial planning services with an emphasis on manager selection and access to proprietary research.
Jackson L
CFP®
Dallas, TX
Hightower Advisors
Jackson Lowe is a CFP® professional based in Dallas, TX, with three years of industry experience. He has been with Hightower Advisors since 2021, following prior roles at Highgate Hotels and PricewaterhouseCoopers. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.
Matthew P
CFP®, Series 66
Dallas, TX
Hightower Advisors
Matthew Powers is a CFP® and holds a Series 66 license, with 19 years of experience in financial advising. He has worked at Hightower Advisors since 2020, following prior roles at Frontier Investment Management Co., Guidestone Advisors, and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and proprietary research, serving clients through a network of advisor practices with capabilities that include alternative investments and custom indexing.
Ashish K
Series 66
Dallas, TX
Hightower Advisors
Ashish Khanna is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Frontier Investment Management Co. from 2016 to 2020 before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles such as mutual funds, ETFs, alternative investments, and custom indexing.
Rhyan Y
Series 63, Series 66
Dallas, TX
Hightower Advisors
Rhyan Young is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Frontier Investment Management Co and TIAA-CREF. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios across a range of investment vehicles.
Scot J
CFP®, Series 65
Dallas, TX
Hightower Advisors
Scot Jackson is a CFP® professional with 14 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Frontier Investment Management Co. He is also a 50% owner of Barefeet Photography and Design LLC, a family-owned business in Richardson, Texas, and serves as the Track and Field Commissioner for the Home School Athletic Association. 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 with a range of portfolio strategies.
William B
CFP®, Series 66
Dallas, TX
Hightower Advisors
William Bowling is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior experience includes roles at THE Vanguard Group, Charles Schwab, USAA, and Ameriprise. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.
David C
CFA®, Series 66
Dallas, TX
Hightower Advisors
David Catron is a CFA® charterholder and Series 66 registrant with 18 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2020. Prior to joining Hightower, he held roles at Frontier Investment Management Co and USAA Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes a multi-manager approach with manager selection, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.
Allison P
CFP®, Series 66
Dallas, TX
Hightower Advisors
Allison Patella is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, she worked at Dimensional Fund Advisors for seven years. Outside of her advisory role, she has been involved with the Lone Star Field Hockey Club for over a decade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, manager selection, and offers a range of discretionary and non-discretionary portfolio management strategies supported by proprietary research.
Andrew K
Series 65
Dallas, TX
Hightower Advisors
Andrew Khalaf is a financial advisor with Hightower Advisors in Dallas, TX. He holds a Series 65 designation and has been with Hightower since 2025. Prior to joining Hightower, Khalaf held positions at Charles Schwab and has academic experience at Southern Methodist University and Baylor University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, with an emphasis on manager selection, multi-manager solutions, and access to proprietary and third-party investment managers.
Ami D
Series 63, Series 65
Dallas, TX
Hightower Advisors
Ami Doshi is a financial advisor at Hightower Advisors with seven years of industry experience. Prior to joining Hightower in 2020, Doshi worked at Frontier Investment Management Co, Communities Foundation of Texas, and Inclusive Planet Technologies/Milaap Social Ventures USA. 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 management and financial planning services.
Tracey G
CFP®, Series 63, Series 65, Series 66
Dallas, TX
Hightower Advisors
Tracey Gledhill is a CFP® professional affiliated with Hightower Advisors with 16 years of experience in the financial industry. Her prior experience includes roles at The Vanguard Group, Sanctuary Advisors, and Merrill. Hightower 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, leveraging both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.
Christopher F
CFP®, Series 65
Dallas, TX
Hightower Advisors
Christopher Ford is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and United Capital Financial Advisers. He also spent one year at Texas Tech University early in his career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.
Namrata S
Series 63, Series 66
Dallas, TX
Hightower Advisors
Namrata Shah is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes 12 years at TIAA-CREF and a brief period at Frontier Investment Management Co. before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, offering a broad range of portfolio management and consulting services.
Richard S
CFA®, Series 65
Dallas, TX
Hightower Advisors
Richard Sowden Jr. is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Frontier Investment Management Co. for 23 years. Based in Dallas, TX, his career spans a combination of advisory and investment management roles. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, delivering services that include discretionary portfolio management, financial planning, and specialized strategies such as tax-managed investments and international exposure.
Taylor L
Series 65
Dallas, TX
Hightower Advisors
Taylor Lones is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at VMG Health and NISA Investment Advisors and studied at the University of Missouri - Columbia. Outside of his advisory role, he coaches a youth volleyball team in Dallas. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that include 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.
Jules J
CFP®, Series 63, Series 65
Dallas, TX
Hightower Advisors
Jules Jouvenat is a CFP® with 20 years of industry experience, currently with Hightower Advisors since 2026. His prior work includes roles at The Mather Group, The Vanguard Group, Charles Schwab, and USAA, where he spent nearly a decade in financial planning and advisory positions. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals and institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.
John W
Series 65
Dallas, TX
Hightower Advisors
John Whaley is a Series 65 licensed financial advisor at Hightower Advisors with three years of industry experience. He has worked at several firms, including Cerity Partners LLC, Investec Wealth Management, and Pierce Capital Management. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.
Susan M
Series 63, Series 65
Dallas, TX
Hightower Advisors
Susan Monaghan is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 63 and Series 65 designations and 10 years of industry experience. Her prior roles include positions at The Vanguard Group, Personal Capital Advisors Corporation, Mercer Global Advisors, and Act Wealth Management. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-manager approach that includes affiliated and third-party managers, proprietary research, and customized portfolio construction.
Justin L
Series 63, Series 66
Dallas, TX
Hightower Advisors
Justin Leeson is a financial advisor at Hightower Advisors in Dallas, TX, with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Hightower in 2020, Leeson worked at Frontier Investment Management Co and Scottrade, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual investors and institutional entities such as pension plans, charitable organizations, and insurance companies. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.
Nicholas G
Series 63, Series 66
Dallas, TX
Hightower Advisors
Nicholas Gerber is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cerity Partners LLC, Arkadios Capital, BD4RIA, Inc., Karsten Financial Services, LP, and Scottrade. He also took a sabbatical in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles tailored for both discretionary and non-discretionary portfolio management.
Blaire V
Series 65
Dallas, TX
Hightower Advisors
Blaire Vance is a financial advisor at Hightower Advisors with one year of industry experience holding a Series 65 designation. Prior to joining Hightower Advisors, Blaire worked for the United States House of Representatives and has academic experience at Texas Tech University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients, pension and profit-sharing 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, with a broad range of investment options and operational support features.
Kelly E
Series 66
Dallas, TX
Hightower Advisors
Kelly Ellebracht is a financial advisor at Hightower Advisors in Dallas, TX, with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years. Ellebracht serves as President on the Board of Directors for the Fredericksburg ISD Education Foundation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.
Michael H
CFA®
Dallas, TX
Hightower Advisors
Michael Hirsbrunner is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent nine years at Frontier Investment Management Co. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.
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