18 Hightower Advisors Honored on Forbes’ 2023 Top Next-Gen Wealth Advisors Best-In-State List

CHICAGO, Aug. 9, 2023 – 18 Hightower advisors have been recognized this year on Forbes’ “Top Next-Gen Wealth Advisors Best-In-State” list which recognized 1,464 advisors under 40 years old managing nearly $2.5 trillion in cumulative assets. The Hightower advisors honored by Forbes this year are:

• Alexandra Miele, Hierax Wealth Partners in Madison, Conn.
• Brian Copeland, Hightower Wealth Advisors | St. Louis in St. Louis, Mo.
• Candice Kakar, Nucleus Advisors in New York, N.Y.
• Cory Bittner, Falcon Wealth Advisors in Mission Woods, Kan.
• David Sokolovsky, The Lerner Group in Deerfield, Ill.
• Justin Winters, Treasury Partners in New York, N.Y.
• Kathryn McGough, TC Wealth Partners in Downers Grove, Ill.
• Kevin Wager, 2/13 Strategic Partners in Wayne, Pa.
• Matt Parenti, Private Vista in Chicago, Ill.
• Megan Kowalski, The Lerner Group in Boca Raton, Fla.
• Michael Schneider, The Lerner Group in Deerfield, Ill.
• Nico Morgia, Morgia Wealth Management in Watertown, N.Y.
• Ray Baraldi, 2/13 Strategic Partners in Wayne, Pa.
• Richard Lewis, The Nulman Group in Narragansett, R.I.
• Rick Blanke, Blanke Schein Wealth Management in Palm Desert, Calif.
• Sarah Minakary, The Rand Group in Newport Beach, Calif.
• Zach Buskey, Morgia Wealth Management in Watertown, N.Y.
• Zach Ungerott, Hightower Wealth Advisors | St. Louis in St. Louis, Mo.

“Forbes’ recognition of these 18 Hightower advisors – up from 12 last year – is a testament to their dedication to building strong client relationships, providing stellar service and growing their businesses,” said Bob Oros, Hightower Chairman and CEO. “Hightower is committed to supporting and developing next-generation talent to lead the industry in delivering comprehensive services for clients’ holistic financial well-being – what we call ‘well-th.’ Congratulations to these outstanding advisors for this accolade!”

Hightower is dedicated to supporting next-generation leadership through its Hightower Center for Leadership, a rigorous two-year education and training certificate program for soon-to-be partners, lead advisors, relationship managers, operational professionals, business managers and strategic decision-makers. Since launch, 66 participants have graduated from the program, gaining tools to drive growth in their businesses and prepare for the future.

To qualify for the Forbes list, advisors must be born in 1984 or later and have at least four years of experience in wealth management. Advisors who made the list were vetted using an algorithm created by SHOOK Research, which evaluated applicants via in-person, virtual and telephone interviews on revenue trends, assets under management, compliance records, industry experience and best practices. Portfolio performance was not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK received a fee in exchange for rankings.

View the full list here: https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=6b4ba7d55fc3

About Hightower:

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.

Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.

Media Contact:
Siobhan Nolan
JConnelly
(862) 217-9585
hightower@jconnelly.com