Christine Theroux is a CFP® professional affiliated with Osaic Wealth, with 34 years of industry experience. She has held roles at Royal Alliance and Horace Mann Companies among others. She also serves as Director of Financial Planning at Boston Wealth Management, focusing on defined contribution and defined benefit plans. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and multiple affiliated platforms.

Robert Lanciault is a financial advisor with OSAIC who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with Royal Alliance Associates, Inc. since 1997. Lanciault also owns Robert Lanciault Insurance, Inc. and is involved with Boston Wealth Management, LLC, where he provides life and health insurance services in addition to investment advice. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization alongside various investment programs and third-party platforms.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. She holds a Series 65 designation and previously worked at Takeda Pharmaceuticals, Modo Labs, and Babson College. Outside of her advisory role, Wong is involved with Boston Wealth Management, where she conducts defined contribution and defined benefit plan advising and financial planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, offering a wide range of brokerage and advisory services through an extensive multi-advisor platform.

Liam Peck is a financial advisor at OSAIC with one year of industry experience. He holds the Series 65 designation and has worked at Boston Wealth Management since 2024. Prior to his advisory role, he was affiliated with Xaverian Brothers High School and Bentley University for nine years. OSAIC is a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, using model-based asset allocation and portfolio optimization supported by technology and third-party managers.

Phillip Wong is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with OSAIC since 2013. Outside of his advisory role, he owns Boston Wealth Management, an LLC that provides life, disability, long-term care, annuity, and property/casualty insurance to clients. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a broad selection of discretionary and third-party managed strategies.