Newport Beach, CA Newport Center Dr. Office

Jeffrey Davis is a financial advisor at Hightower Advisors with 42 years of industry experience. He holds the Series 63 designation and has worked at firms including Raymond James & Associates, UBS Financial Services, Wedbush Securities, Wells Fargo Clearing, and A. G. Edwards & Sons. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research. The firm offers portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds.

Brett Bonecutter is a CFP®-certified financial advisor at Hightower Advisors with four years of industry experience. He has previously worked with AKT American Capital and Emerson Equity, LLC, and is also involved with eXp Realty of Southern California, Inc. and Hybrid Agent Group, Inc. outside of his advisory role. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research to offer a range of investment strategies and portfolio management services.

James Andrews is a CFP® professional at Hightower Advisors with three years of industry experience. He previously worked for Goldman Sachs for eight years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Trevor Cummings is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He has worked at HighTower Advisors and HighTower Securities since 2016 and was previously with Morgan Stanley from 2013 to 2016. He is based in Newport Beach, CA. 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 across a range of investment vehicles and strategies.

Drew Sherwood is a CFP® affiliated with Hightower Advisors in Newport Beach, CA. He has experience at Russell Investments and has previously worked in education at Boise State University and Sumner High School. 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 construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Darren Lightfoot is a financial advisor with Hightower Advisors in Newport Beach, CA, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. Prior to joining Hightower in 2022, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2022. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

Jeffrey Davis is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Raymond James & Associates and Ameriprise Financial Services. His background includes roles in financial services as well as outside employment related to investment activities. 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 along with proprietary research and a variety of investment vehicles.

Joshua Klooz is a CFP® with eight years of experience in financial advisory roles. He is currently with Hightower Advisors, joining in 2024, and has held positions at Carson Wealth, CWM, LLC, Cetera Advisor Networks, and UBS Financial Services. He serves as a founding board member of Evergreen Classical School, a 501(c)(3) nonprofit organization. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing a multi-manager approach that integrates proprietary research and diverse investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

Kimberlee Davis is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors and its affiliated broker-dealer Hightower Securities since 2015, following two years at Morgan Stanley. Based in Newport Beach, CA, Davis provides advisory services within a large enterprise firm. Hightower Advisors offers 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, and incorporates proprietary research and diverse portfolio construction techniques.

Arthur Molina is a financial advisor at Hightower Advisors with a Series 65 credential and experience in the industry since 2021. His prior roles include positions at EP Wealth Advisors, Trilogy Financial, and Rottweiler Performance, following earlier work at AutoZone and UC Irvine. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, using a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research. The firm’s services include portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles and private funds.

Blaine Carver is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at J. Derek Lewis & Associates, Mutual Securities, Inc., Mars Jewett Financial Group, Inc., and Cetera Advisor Networks. 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 solutions, using both affiliated and third-party managers to offer customized portfolio management and financial planning services.

Sean Latimer is a financial advisor with Hightower Advisors who holds the Series 66 designation and has 11 years of industry experience. He has worked at Hightower Securities LLC and Hightower Advisors LLC since 2019, and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

David Bahnsen is a CFP® and Series 66 credentialed advisor with 25 years of industry experience. He has worked at firms including Morgan Stanley, UBS Financial Services, and Hightower Advisors, where he currently serves as part of The Bahnsen Group. Outside of his advisory work, he hosts the National Review Capital Record Podcast, focusing on theology, philosophy, and the quest for optimal human flourishing. 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, offering a range of portfolio management and financial planning services through its network of advisors.

Jacob Salloum is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Prior to entering finance, he held roles in restaurant groups and medical management. 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.

Kenny Molina is a financial advisor with Hightower Advisors in Newport Beach, CA, holding a Series 65 designation and eight years of industry experience. He has been with Hightower since 2017 and has prior experience at Valensi Rose, PLC as well as UCLA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment vehicles. The firm employs both proprietary and third-party research to construct portfolios incorporating mutual funds, ETFs, alternative investments, and custom indexing.