Advisors at this firm
Eric R
CFP®, Series 63, Series 65
San Antonio, TX
Hightower Advisors
Eric Reid is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. His prior roles include positions at Frontier Investment Management Co, Bank of America, N.A., and Merrill. He also teaches management, finance, and Certified Financial Planning coursework part-time at the University of the Incarnate Word. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management using a combination of fundamental and quantitative analysis, with access to a wide range of investment vehicles and ongoing portfolio monitoring.
Kendra G
Series 63, Series 66
Charlotte, NC
Hightower Advisors
Kendra Gray is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at LPL Financial and Hornor, Townsend and Kent, LLC. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing a combination of proprietary analysis, third-party managers, and a mix of investment vehicles, with an emphasis on ongoing monitoring and strategic asset allocation.
Cheryl C
Series 63, Series 66
Las Vegas, NV
Hightower Advisors
Cheryl Callahan is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Hightower Advisors and its affiliated broker-dealer since 2014. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an advisor-directed wrap program, utilizing a combination of fundamental and quantitative analysis, strategic and tactical asset allocation, and access to both affiliated and third-party managers.
Sean B
Series 63, Series 66
Colorado Springs, CO
Hightower Advisors
Sean Byers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in numismatics, buying and selling gold and silver coins and bullion. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary fundamental and quantitative analysis alongside a range of investment vehicles.
Matthew M
Series 66
Chicago, IL
Hightower Advisors
Matthew Mc Kibben is a financial advisor at Hightower Advisors in Chicago, holding a Series 66 designation with two years of industry experience. Prior to joining Hightower in 2025, he worked at Edward Jones and Fifth Third Bank. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management through an Advisor Directed wrap program, utilizing both strategic and tactical asset allocation with access to a broad range of investment vehicles and sub-advisory resources.
James G
CFP®, Series 63, Series 65
Purchase, NY
Hightower Advisors
James Giangrande is a CFP® professional with 23 years of industry experience, currently advising at Hightower Advisors since 2023. His prior roles include positions at Hightower Altium Holding, Mass Mutual Insurance Co., and Altium Wealth Management LLC. He offers quarterly goal planning workshops unrelated to investments and receives referral fees for introducing human resource software to his group 401(k) clients. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management through an Advisor Directed wrap program, utilizing fundamental and quantitative analysis, various investment vehicles, and ongoing portfolio monitoring.
Stephanie B
Series 63, Series 65
San Diego, CA
Hightower Advisors
Stephanie Bryan is a financial advisor with Hightower Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Delphi Private Advisors, AlphaCore Capital, HoyleCohen, and Gupta Wealth Management. She has been with Hightower Advisors since 2019. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing both fundamental and quantitative analysis, a range of investment vehicles, and ongoing portfolio monitoring.
Peter L
Series 63, Series 65
Rye, NY
Hightower Advisors
Peter Lang is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and access to a broad network of affiliated and third-party managers, employing both strategic and tactical asset allocation approaches.
Nico M
Series 66
Watertown, NY
Hightower Advisors
Nico Morgia is a financial advisor at Hightower Advisors with nine years of industry experience and holds the Series 66 designation. He has been with HighTower Securities, LLC since 2016. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management through an Advisor Directed wrap program and access to various advisory services via its network of Advisor Practices. The firm uses a combination of fundamental and quantitative analysis, strategic and tactical asset allocation, and a range of investment vehicles to align portfolios with client objectives and risk tolerance.
Sarah M
Series 63, Series 65
Madison, NJ
Hightower Advisors
Sarah Melzer is a financial advisor at Hightower Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bay Point Wealth and Raymond James & Associates. Hightower Advisors provides investment advisory services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients such as banks and sovereign wealth funds. The firm offers a range of investment approaches including strategic asset allocation, tactical allocations, tax-aware strategies, and access to proprietary and third-party managed portfolios.
Robert H
CFA®, Series 63, Series 65
Waltham, MA
Hightower Advisors
Robert Hannon is a CFA® charterholder with five years of industry experience. He is currently an advisor at Hightower Advisors and has previously worked at Citizens Securities, Citizens Bank, Clarfeld Financial Advisors, OneVision, Nomura Securities International, and Income Research & Management. Hightower Advisors serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing fundamental and quantitative analysis, and employs a mix of equities, fixed income, ETFs, mutual funds, and alternative investments with both strategic and tactical asset allocation approaches.
Aliexander P
Series 63, Series 65
Bethesda, MD
Hightower Advisors
Aliexander Parker is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Profunds Distributors, Inc. and Stratera Services. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management through an Advisor Directed wrap program and access to various advisory services, using both fundamental and quantitative analysis alongside a range of investment vehicles.
Teresa T
CFP®, Series 65
Greensboro, NC
Hightower Advisors
Teresa Talton is a CFP® and holds a Series 65 license with 11 years of industry experience. She has worked at Hightower Advisors since 2020 and previously was with Stearns Financial Group and Allgen Financial Services, Inc. in financial advisory roles. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary fundamental and quantitative analysis, a range of investment vehicles, and both strategic and tactical asset allocation approaches.
David B
CFA®, Series 63, Series 65
Arlington, VA
Hightower Advisors
David Beatson is a CFA® charterholder with 23 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, and previously spent 11 years at Alexandria Capital. Hightower Advisors serves a diverse client base including high net worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management using proprietary fundamental and quantitative analysis, with an emphasis on ongoing monitoring and both strategic and tactical asset allocation.
David G
CFP®, Series 66
Spokane, WA
Hightower Advisors
David Gordon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. He has previously worked at Ten Capital Wealth Advisors, Mutual Advisors, Mutual Securities, and Cetera Advisor Networks. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary fundamental and quantitative analysis, a mix of investment vehicles, and both strategic and tactical asset allocation approaches.