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Paul L

CFP®, Series 66

Needham, MA

Armstrong Advisory Group Inc.

Paul Lane III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Armstrong Advisory Group Inc. He has prior experience at Morgan Stanley, Merrill, and Securities America Advisors. Outside of advisory work, Mr. Lane is a co-host of both the radio program "The Financial Exchange" and the podcast "Make It Make Cents," where he discusses market trends and financial education. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, macro-driven investment approach and manages approximately $1.67 billion across 14 advisors and 12 offices.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Michele C

Series 63, Series 65

Needham, MA

Armstrong Advisory Group Inc.

Michele Cropley is a financial advisor at Armstrong Advisory Group Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Voya Financial and Voya Retirement Advisors for ten years. Outside of advising, she is a yoga instructor and Merit Badge Counselor for Boy Scouts of America, and she hosts the firm’s podcast, "Make it Make Cents," focusing on financial education. Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a long-term, macroeconomic-driven investment approach and operates a multi-office model with a team of 14 advisors managing approximately $1.67 billion in assets.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Michael B

Series 65

Needham, MA

Armstrong Advisory Group Inc.

Michael Bradley is a Series 65-credentialed advisor at Armstrong Advisory Group Inc. with three years of industry experience. His previous roles include positions at Cambridge Trust, Securities America, and BNY Mellon. He is also a co-host of the firm's podcast, "Make it Make Cents," which covers financial topics and provides educational content to the public. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion for about 1,489 clients through a team of 14 advisors across 12 offices, with a long-term, macroeconomic-driven investment approach overseen by an investment committee.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Charles Z

Series 66

Needham, MA

Armstrong Advisory Group Inc.

Charles Zodda is a financial advisor with Armstrong Advisory Group Inc. based in Needham, MA, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 11 years before joining Armstrong in 2022. Outside of his advisory role, Mr. Zodda co-hosts the radio program "The Financial Exchange" and provides investment commentary on local television news stations. He also volunteers on the Fessenden School Alumni Executive Committee. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, top-down macroeconomic asset allocation approach and manages approximately $1.67 billion across multiple offices through a team of 14 advisors.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Susan P

Series 66

Needham, MA

Armstrong Advisory Group Inc.

Susan Powers is a financial advisor at Armstrong Advisory Group Inc. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Securities America Advisors, Inc. and Woodbury Financial Services, Inc. Aside from her advisory role, she co-hosts a radio program called "The Legal Exchange Show with Todd Lutsky," where she discusses market and economic topics. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a long-term, top-down investment approach with tactical adjustments, managing approximately $1.67 billion across 14 advisors and 12 offices.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Andrew H

CFP®, Series 63

Needham, MA

Armstrong Advisory Group Inc.

Andrew Haff is a CFP® with nine years of experience in the financial services industry. He is currently with Armstrong Advisory Group Inc., where he has worked since 2022. His prior experience includes roles at Securities America Advisors, Inc. and Jackson National Life Distributors LLC. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, using a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Leonid B

Series 63, Series 65

Needham, MA

Armstrong Advisory Group Inc.

Leonid Berline is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at National Securities Corporation, National Asset Management, Inc., and Winslow Wealth Management. He is also the owner and manager of B1 Insurance Agency, LLC, a licensed property and casualty insurance agency. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses, managing approximately $1.67 billion across 14 advisors and 12 offices. The firm employs a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments and offers services including financial planning, retirement advice, and donor-advised fund management.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Cash A

CFP®

Needham, MA

Armstrong Advisory Group Inc.

Cash Armstrong is a CFP® professional with two years of industry experience at Armstrong Advisory Group Inc. He is a co-host of the firm’s podcast, "Make it Make Cents," where he discusses financial topics and educational content. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, employing a primarily long-term, macroeconomically driven investment approach with tactical adjustments.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Matthew S

CFP®, Series 63, Series 65

Wallingford, CT

Armstrong Advisory Group Inc.

Matthew Sczurek is a CFP® professional with nine years of industry experience, currently serving as an advisor at Armstrong Advisory Group Inc. He previously worked at Purshe Kaplan Sterling Investments and New England Capital Financial Advisors, LLC. Outside of his advisory role, he is a pianist and serves as the Director of Music at East Granby Congregational Church. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a long-term, macroeconomic-driven investment approach and operates a multi-office model with 14 advisors managing approximately $1.67 billion in client assets.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Michael A

Series 66

Needham, MA

Armstrong Advisory Group Inc.

Michael Armstrong is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding a Series 66 credential and 12 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for nine years. Outside of advising, Mr. Armstrong co-hosts a radio program called "The Financial Exchange" and occasionally provides investment and economic commentary on local television. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with tactical adjustments and manages approximately $1.67 billion through a team of 14 advisors across 12 offices.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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William O

Series 66

Needham, MA

Armstrong Advisory Group Inc.

William O'Connor is a financial advisor at Armstrong Advisory Group Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Mr. O'Connor is also a licensed insurance agent. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion for around 1,489 clients through a team of 14 advisors across 12 offices and employs a primarily long-term, top-down investment approach with tactical adjustments and a quarterly review by an investment committee.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Scott W

Series 66

Needham, MA

Armstrong Advisory Group Inc.

Scott Wilson is a financial advisor at Armstrong Advisory Group Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Securities America. Wilson is also a licensed insurance agent and co-hosts the firm’s educational podcast, "Make it Make Cents." Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm’s investment approach is long-term and driven by macroeconomic asset allocation, with active oversight from an investment committee and a multi-office team of 14 advisors.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Marc F

CFP®, CFA®, Series 63, Series 65, Series 66

Needham, MA

Armstrong Advisory Group Inc.

Marc Fandetti is a financial advisor at Armstrong Advisory Group Inc. with 13 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Manulife, River and Mercantile, LLC, Morgan Stanley, and Voya Retirement Advisors. Outside of his advisory role, Mr. Fandetti co-hosts the radio program "The Financial Exchange," where he discusses market and economic developments. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion across 12 offices through a team of 14 advisors, focusing on long-term portfolio construction guided by macroeconomic asset-allocation decisions and tactical adjustments.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Michael C

Series 63, Series 65

Needham, MA

Armstrong Advisory Group Inc.

Michael Cavanaugh IV is an advisor at Armstrong Advisory Group Inc. with Series 63 and Series 65 designations. He has one year of industry experience, previously working at The Heaven Country Club and serving in educational roles at College of the Holy Cross and Lincoln Sudbury Regional High School. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach driven by top-down macroeconomic asset allocation and operates a larger multi-office footprint with a team of 14 advisors.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Brendan H

Series 63, Series 66

Needham, MA

Armstrong Advisory Group Inc.

Brendan Hayes is a financial advisor with Armstrong Advisory Group Inc. who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2007 to 2022. Outside of advising, he co-hosts multiple financial programs, including the radio show "The Financial Exchange" and the podcasts "Dumb Questions for Smart Money" and "Make it Make Cents." Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, macroeconomic-driven investment approach and operates through a team of 14 advisors across 12 offices.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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