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We are committed to helping our clients navigate different:
Life stages throughout the financial journey
Life events that you may experience on your ride
Planning topics that can come up along the way

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org

Awards & Accolades

For the fifth year in a row, Jay Ezzell is named in Forbes' Best-In-State Wealth Advisors list for California.

For the second year in a row, Alec Fisher is featured on Forbes' "America's Top Next Generation Wealth Advisors" list!

Byline Archives

Jay Ezzell named to Forbes' 2021 Best-In-State Wealth Advisors list for California!

Jay Ezzell named to Forbes' 2020 Best-In-State Wealth Advisors list for California!

The Ezzell-Conklin Group Honored on Wealth Management’s 2019 Thrive Awards List!

Jay Ezzell and Alec Fisher named to Forbes' 2019 Best-In-State Wealth Advisors list for California!

For the second year in a row, Alec Fisher is featured on Forbes' America's Top Next Generation Wealth Advisors list.

Jay Ezzell is ranked in California on Forbes' 2018 Best In State Wealth Advisors list.

Alec Fisher featured on the 2017 America's Top Next Generation Wealth Advisors list

The Ezzell-Conklin Group Named to 2017 Financial Times 300 Top Registered Investment Advisers

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