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Gregory J

CFP®, Series 65

San Diego, CA

Hightower Advisors

Gregory Jankowski is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. He has also been associated with Delphi Private Advisors since 2013. Based in San Diego, CA, his background includes working at well-established advisory firms. 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 focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

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

Series 66

San Diego, CA

Hightower Advisors

Dominic Sands is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 66 designation and has prior experience at Charles Schwab and TD Ameritrade. Outside of his advisory role, he owns Sands Cycles, a business involved in buying and selling bicycles. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement consulting, with capabilities spanning alternative investments and international exposure.

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

CFP®

San Diego, CA

Hightower Advisors

Whitney Drechsler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she worked at US Bank Private Wealth Management and Commonwealth Financial Network. 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 portfolio management, financial planning, and retirement plan consulting, with capabilities that include alternative investments, tax-managed strategies, and international exposure.

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

Series 65

San Diego, CA

Hightower Advisors

Joshua Harlan is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 65 designation and eight years of industry experience. He has previously worked at Delphi Private Advisors and Sunrise Capital Partners. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by 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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Margoth R

CFP®, Series 63, Series 65

San Diego, CA

Hightower Advisors

Margoth Romero is a CFP®-certified financial advisor at Hightower Advisors with 12 years of industry experience. She has worked at Hightower Advisers, LLC since 2019 and also has a long tenure at Delphi Private Advisors beginning in 2013. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both 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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Alexandria H

Series 65, Series 63

San Diego, CA

Hightower Advisors

Alexandria Harris is a financial advisor with Hightower Advisors in San Diego, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at Hightower Advisers, LLC since 2019 and Delphi Private Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment strategies.

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

Series 65

San Diego, CA

Hightower Advisors

Gary Hirschfeld is a financial advisor at Hightower Advisors with eight years of industry experience. He holds a Series 65 credential and has worked at Hightower Advisers, LLC since 2019 and at Delphi Private Advisors since 2015. Based in San Diego, CA, his background spans multiple advisory roles. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, delivering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm's approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside 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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Maddie W

Series 66

San Diego, CA

Hightower Advisors

Maddie Watson is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower, she worked at Davenport & Company LLC from 2023 to 2025. Her background also includes roles outside the financial industry, such as at Dodson Property Management and E&R Sales. 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, utilizing both affiliated and third-party managers, and offers a range 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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Keith M

Series 66

San Diego, CA

Hightower Advisors

Keith Mckenzie is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has 21 years of industry experience, including ten years at Delphi Private Advisors prior to joining Hightower in 2019. 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, utilizing both affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, alternative investments, and customized indexing strategies.

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