Christine Theroux is a CFP® professional with 33 years of industry experience currently serving with Osaic. She has previously worked at firms including Royal Alliance, Horace Mann Investors, and MassMutual. Theroux is also the Director of Financial Planning at Boston Wealth Management, where she leads the financial planning process and serves as a Plan Advisor. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, using firm-provided tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Robert Lanciault is a financial advisor with OSAIC in Wayland, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with Royal Alliance Associates, Inc. since 1997. In addition to his advisory role, he owns Robert Lanciault Insurance, Inc., which sells life, disability, long-term care, and medical insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic in 2024, she worked at Takeda Pharmaceuticals for five years and held roles at Modo Labs and Babson College. Wong holds a Series 65 designation. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed-account solutions through a large network of affiliated advisers.

Liam Peck is a financial advisor at OSAIC with a Series 65 designation and one year of industry experience. He previously worked at Boston Wealth Management and has a background that includes education at Xaverian Brothers High School and Bentley University. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment advisory, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Phillip Wong is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2013. He is also the owner of Boston Wealth Management, a limited liability company that provides insurance products including life, disability, long-term care, annuities, and property/casualty coverage. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across different investment types.