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James M

Series 63, Series 65

Houston, TX

Hightower Advisors

James Maida is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Salient Partners and related affiliates since 2003 and joined Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to proprietary research and alternative investments.

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

Series 63, Series 66

Houston, TX

Hightower Advisors

Timothy Conway III is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at firms including Salient Private Client, Salient Capital Advisors, and Salient Partners before joining Hightower Advisors and Hightower Securities in 2018. 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 along with proprietary research and a range of investment options.

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

Series 66

Houston, TX

Hightower Advisors

Benjamin Heeren is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including CWM, LLC, Cetera Advisor Networks, Dome Holdings Inc, W&R Insurance Agencies, and Waddell & Reed, Inc. Heeren has been with Hightower since 2022. 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 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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William B

Series 65

Houston, TX

Hightower Advisors

William Britt is a Series 65 credentialed financial advisor with seven years of industry experience. He is currently with Hightower Advisors, where he has worked since 2022. Prior to joining Hightower, he held positions at South Fork Wealth Management LLC, Fortiter Wealth Management, Eagle Global Advisors, and Jackson Hill Advisors. 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, financial planning, and retirement plan consulting, with an emphasis on manager selection and multi-manager solutions using both affiliated and third-party managers.

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

Series 66

Houston, TX

Hightower Advisors

Andrew Bybee is a financial advisor with Hightower Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual and the Law Firm of Jan Woodward Fox. He also worked briefly with Chungdahm Learning Academy. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing 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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Fred W

Series 63, Series 65

Houston, TX

Hightower Advisors

Fred Williams Jr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at multiple Salient entities and Hightower Securities LLC since 2018. Outside of his advisory work, he serves as vice chairman of the board of trustees at Star of Hope Mission and is a member of the University of Houston President's Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes both affiliated and third-party managers, with investment options spanning mutual funds, ETFs, 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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Alexandra K

Series 65

Houston, TX

Hightower Advisors

Alexandra Kantalis is a financial advisor at Hightower Advisors in Houston, TX, with 12 years of industry experience. She holds a Series 65 designation and has worked at HighTower Advisors since 2018. Prior to that, she was with Salient Private Client, LLC, Salient Capital Advisors, LLC, and Salient Partners, L.P. 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 a broad spectrum of portfolio management and financial planning services.

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

Series 66

Houston, TX

Hightower Advisors

Brian Joiner is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Salient Partners, L.P. and its affiliated entities, as well as Hightower Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment products.

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

CFP®, CFA®, Series 63

Houston, TX

Hightower Advisors

William Hill is a CFP®, CFA®-designated financial advisor with 19 years of industry experience, currently with Hightower Advisors. He has worked at several firms including Salient Private Client, Salient Capital, and Salient Partners. Hill serves as chair of the board of trustees for River Oaks Baptist School Endowment, where he helps oversee investment decisions for the school’s funds. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and incorporates proprietary research and custom portfolio construction.

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