Marilyn Rios is a financial advisor at Dakota Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dakota Wealth since 2017, including its predecessor firm Oakmont Partners, LLC, as well as at Genery Wealth Management, LLC and Commonwealth Financial Network. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm utilizes a long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis to build diversified portfolios and is involved in managing pooled investment vehicles and sub-advising a registered ETF.

Joseph Quintal is a financial advisor with Dakota Wealth, LLC in Newington, NH. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Fidelity Brokerage Services LLC. His background includes a variety of positions spanning financial services and academia. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment approach utilizing fundamental, technical, and quantitative analysis to build diversified portfolios across various asset classes and manages pooled investment vehicles and private funds.