1666 Massachusetts Ave.

Lexington, Massachusetts 02420

Phone: 781-860-7745

130 West 42nd Street, Suite 904

New York, New York 10036

Phone: 212-697-3930

Web site: www.lexingtonwealth.com

e-mail: info@lexingtonwealth.com

Number of advisors in firm: 6

Number of clients: 120

Assets under management: About $200 million

Michael Tucci, President/CEO

Education: BS and MBA, Bentley College

Professional designations: CPA and CIMA

Previous incarnations: Accountant with Deloitte & Touche and Digital Equipment Corp.; founded CPA firm, Tucci & Roselli

Kristine Porcaro, COO/CCO

Education: BS, University of Lowell

Professional memberships: IMCA, The Commonwealth Institute, The Institute for Certified Divorce Financial Analysts, and the Lexington Chamber of Commerce

Previous incarnations: Investors Capital Corporation’s advisory branch, Eastern Point Advisors