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Kristine P

Series 63, Series 65

Lexington, MA

Hightower Advisors

Kristine Porcaro is a financial advisor at Hightower Advisors with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Hightower since 2019, following previous roles at Lexington Wealth Management and other Lexington-based firms dating back to 1998. 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, with offerings that include discretionary portfolio management, financial planning, and access to alternative investments and private funds.

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

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Peter Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Thompson Wealth Management, Ltd. and Winalytics. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and customized portfolio construction.

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

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Jonathan Marcus is a CFP® with 18 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent over a decade with Raymond James Financial Services. He also has experience managing rental properties. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary portfolio management, and customized investment solutions.

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

Series 63

Lexington, MA

Hightower Advisors

Bruce Thompson is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds a Series 63 designation and was previously with Thompson Wealth Management, Ltd. for 23 years before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research.

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

Series 65

Lexington, MA

Hightower Advisors

Michael Tucci is a Series 65 licensed advisor with 28 years of industry experience. He has worked at Hightower Advisors since 2019 and was previously with Lexington Wealth Management, Inc. for 14 years. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles. The firm supports complex pooled and institutional mandates and offers various operational and investment strategies, including international exposure and tax-managed approaches.

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

Series 65

Lexington, MA

Hightower Advisors

Mark Carley is a financial advisor with Hightower Advisors in Lexington, MA, holding a Series 65 designation and 27 years of industry experience. He previously worked at Lexington Wealth Management from 2012 to 2019 before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party investment managers across a range of strategies and asset types.

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

Series 65

Lexington, MA

Hightower Advisors

Kerry Luria is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with 10 years of industry experience. Prior to joining Hightower in 2019, Luria worked for Lexington Wealth Management, Inc. for five years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to deliver portfolio management, financial planning, and retirement plan consulting services.

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

Series 65

Lexington, MA

Hightower Advisors

Colby Therrien is a financial advisor with Hightower Advisors in Lexington, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he worked in various roles including at Aspire Developmental Services and Edible Arrangements. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes multi-manager solutions, manager selection, and incorporates proprietary research alongside 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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Andrew R

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Andrew Richardt is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he spent 16 years at Thompson Wealth Management. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, and includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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

CFP®, Series 65

Lexington, MA

Hightower Advisors

Jason Hastings is a Certified Financial Planner® with 13 years of industry experience. He has worked at Hightower Advisors since 2019 and previously spent nine years at Lexington Wealth Management, Inc. He is based in Lexington, MA. Hightower Advisors serves a diverse range of individual and institutional clients, providing investment advisory, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s approach includes manager selection, multi-manager solutions, and the use of proprietary research and portfolio construction techniques across various investment vehicles.

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

CFP®, Series 65

Lexington, MA

Hightower Advisors

George Bouton III is a CFP® with nine years of industry experience. He has been with HighTower Advisors since 2019 and previously worked at Lexington Wealth Management, Inc. from 2017 to 2019. 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, offering access to 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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Carlos F

Series 65

Lexington, MA

Hightower Advisors

Carlos Ferreira is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with three years of industry experience. He has worked at Hightower Advisors since 2022 and also has a longstanding tenure at State Street Bank and Trust beginning in 2008. 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, offering access to affiliated and third-party managers, 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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Aaron D

CFP®, Series 65

Lexington, MA

Hightower Advisors

Aaron Derderian is a CFP® professional with 10 years of industry experience currently affiliated with HighTower Advisors. He worked previously at Lexington Wealth Management, Inc. for seven years before joining HighTower Advisors in 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base including individual investors, institutions, and pooled investment vehicles. The firm’s approach emphasizes 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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Susan P

CFP®

Lexington, MA

Hightower Advisors

Susan Panduku is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at HighTower Advisors since 2019. Her prior roles include positions at Lexington Wealth Management, RSM US Wealth Management, and RSM US LLP. HighTower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, emphasizing portfolio construction through a range of investment vehicles and proprietary research.

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

CFP®, Series 65

Lexington, MA

Hightower Advisors

James Hastings is a CFP® with 13 years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Lexington Wealth Management, Inc. for eight years. He also serves as the treasurer for the Framingham State University Foundation, which manages private gifts on behalf of the university. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles such as mutual funds, ETFs, and alternative investments.

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

Series 66

Lexington, MA

Hightower Advisors

Frank Censullo is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2019, following a seven-year tenure at Lexington Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm 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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