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Thomas V

CFP®, Series 63, Series 65

Williamsville, NY

Hightower Advisors

Thomas Volpini is a CFP® with 38 years of industry experience, currently serving at Hightower Advisors since 2017. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory work, he serves as a reserve with the Erie County Sheriff Reserve in New York. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, pension plans, charitable organizations, and financial institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with 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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Tyler S

Series 65, Series 63

Williamsville, NY

Hightower Advisors

Tyler Schmitt is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Hightower since 2023. His prior roles include positions at Legg Mason Investor Services and Franklin Templeton Financial Services and Distributors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

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

Series 63, Series 65

Williamsville, NY

Hightower Advisors

Douglas Littlewood is a financial advisor with Hightower Advisors in Williamsville, NY, holding Series 63 and Series 65 registrations and possessing 51 years of industry experience. He has been with Hightower Advisors since 2017 and previously worked at Wells Fargo Advisors Financial Network. 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. The firm also manages complex mandates with an emphasis on operational support and international exposure.

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

Series 63, Series 65

Williamsville, NY

Hightower Advisors

Derek Bock is a financial advisor at Hightower Advisors with 26 years of industry experience. He has held roles at Hightower Advisors and HighTower Securities since 2017 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. 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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Mario A

Series 66, Series 65

Williamsville, NY

Hightower Advisors

Mario Albert is a financial advisor with Hightower Advisors in Williamsville, NY. He holds Series 65 and Series 66 licenses and has two years of advisory experience. Prior to joining Hightower, he spent 14 years at Independent Health. 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, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

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