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Lissette A

Series 66

Melville, NY

Hightower Advisors

Lissette Almanzar is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at Hightower Securities LLC since 2017. Outside of her advisory role, she volunteers as a financial coach with Women's Money Matters and maintains a fitness and lifestyle content page on TikTok. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, 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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Gina M

Series 63, Series 66

Melville, NY

Hightower Advisors

Gina Martinez is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. Prior to joining Hightower in 2020, she worked with United Asset Strategies, Eagle Strategies, New York Life Insurance Company, and NYLife Securities. Outside of her advisory role, she serves as a spin instructor at Gold’s Gym. Hightower Advisors provides 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 approach emphasizes multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment strategies and operational features tailored to complex portfolios.

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

CFA®, Series 63, Series 65

Melville, NY

Hightower Advisors

Peter Klein is a CFA® charterholder with 40 years of industry experience, currently serving at Hightower Advisors since 2013. Prior to joining Hightower, he worked at UBS Financial Services for nine years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with 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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Matthew P

Series 66

Melville, NY

Hightower Advisors

Matthew Pascale is a financial advisor with Hightower Advisors holding a Series 66 license and four years of industry experience. He previously worked at Fidelity Investments and State Farm Insurance Company. Outside of his advisor role, he is the owner of Nxt Lvl Ventures LLC, a non-investment related business. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to 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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