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Matthew F

Series 63, Series 65

Irvine, CA

Stratos Wealth Partners, Ltd

Matthew Fournier is a financial advisor with Stratos Wealth Partners, Ltd. based in Irvine, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Stratos and LPL Financial in 2024, he worked with GWFS Equities, Inc. and SC Distributors, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a wide range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional investors. The firm employs an open-architecture, advisor-driven model that integrates multiple third-party platforms and offers customized portfolio management alongside financial planning and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Carly G

Series 66

Irvine, CA

Stratos Wealth Partners, Ltd

Carly Gold is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds the Series 66 credential and has previously worked at Holmes Associates and LPL Financial. Outside of advisory roles, she has held various positions including involvement in training camps and photography. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment management and financial planning services through an open-architecture platform integrating multiple third-party managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Sean O

CFP®, Series 63, Series 65

Irvine, CA

Stratos Wealth Partners, Ltd

Sean Okeefe is a Certified Financial Planner (CFP®) with 34 years of industry experience. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2015 and previously spent 15 years with Equitable Advisors. He is based in Irvine, CA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through independent investment adviser representatives, offering customized portfolio management and financial planning using an open-architecture platform that integrates multiple third-party managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Taylor S

Series 66

Irvine, CA

Stratos Wealth Partners, Ltd

Taylor Salisbury is a financial advisor with Stratos Wealth Partners, Ltd and holds the Series 66 designation. He has 12 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2013 and 2014, respectively. Salisbury also has an ongoing affiliation with Cal State Fullerton since 2012. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an advisor-driven model that offers customized discretionary and non-discretionary portfolio management, supported by an open-architecture platform integrating multiple third-party managers and investment solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Eric G

Series 63, Series 66

Irvine, CA

Stratos Wealth Partners, Ltd

Eric Gallinger is a financial advisor at Stratos Wealth Partners, Ltd. with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America, N.A. and Merrill. Stratos Wealth Partners is an SEC-registered enterprise advisor serving a diverse client base that includes high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services through independent advisor representatives, utilizing an open-architecture investment approach with third-party platforms and sub-advisors.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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