Matthew Fournier is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at GWFS Equities, SC Distributors, and Kana Pipeline. He provides administrative support to Stratos Wealth Partners in addition to his advisory role. Stratos Wealth Partners offers advisory services to a broad client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s Strategic Wealth Management platform features an open-architecture approach that integrates multiple investments into single accounts and supports both advisor-managed and model-based portfolios.

Carly Gold is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Holmes Associates, and Stratos Wealth Partners. Outside of advising, Carly has experience as a notary and has provided administrative support within her firm. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with approximately $18.6 billion in assets under management. The firm offers individualized investment strategies through advisor-managed and model portfolios, utilizing an open-architecture approach that incorporates external platforms and third-party managers.

Sean Okeefe is a CFP® professional with 34 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd and LPL Financial since 2015. His background includes providing advisory services as an independent investment advisor and involvement in life insurance and fixed annuity products. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm offers a range of advisor-managed and model portfolio services, utilizing an open-architecture approach that integrates multiple external platforms and third-party managers.

Taylor Salisbury is a financial advisor with LPL Financial based in Irvine, CA, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Stratos Wealth Partners, Ltd, where he provides administrative support. Additionally, he has connections to multiple related advisory entities including Rooted Advisory Group. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Eric Gallinger is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2023, he worked at Bank of America and Merrill for over a decade. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charities, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.