Kevin Dufault is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2019. He is also a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors. The firm offers customized financial planning and portfolio management services, utilizing sub-advisers and platform solutions to address diverse client needs.

Timothy Duggan is a financial advisor with Stratos Wealth Advisors LLC in Rockland, MA, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. He is also involved with Veritas Boston Wealth Management as a Private Wealth Advisor. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers a range of services including financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services for 14 years and Merrill for three years. She is also the Director of Client Services at Veritas Boston Wealth Management, an investment advisory firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Daniel Falcone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Stratos Wealth Advisors in 2021, he worked at Veritas Boston Wealth Management and MFS. His background also includes roles in financial advising and technology specialization. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

Mark Roman is a financial advisor at Stratos Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is also a managing partner of Veritas Boston Wealth Management, an independent investment advisory firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Daryl Marsden is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and three years of industry experience. His prior work includes a 15-year tenure at BNY Mellon and a role at Veritas Boston Wealth Management. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering customized financial planning and portfolio management through a network of 71 advisors organized in multiple teams. The firm utilizes both discretionary management and third-party managers to tailor services to client goals.