Waltham, MA Office

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Strategy Associates, Inc. for nine years. Outside of his advisory role, he serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered income funds.

Simon Heslop is a CFA® charterholder with 17 years of experience in the financial industry. He is currently an advisor at Allworth Financial, L.P. since 2025, having previously worked at Commonwealth Financial Network and Financial Strategy Associates, Inc. from 2014 to 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model allocations and options-based overlays, and is noted for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Greg Gohr is a financial advisor at Allworth Financial, L.P. in Waltham, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSA Wealth Management, LLC and Commonwealth Financial Network prior to joining Allworth in 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a mix of model strategies and employs technology to manage held-away accounts without client login credentials.

Meagan Rogers is a CFP® and CFA® with eight years of industry experience. She is currently with Allworth Financial, L.P. and has previous experience at Financial Strategy Associates, Inc. and Commonwealth Financial Network. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a range of model strategies and incorporates technology to manage held-away employer retirement accounts without requiring client login credentials.

Laurie Ingwersen is a CFP® with 26 years of industry experience. She is currently affiliated with Allworth Financial, L.P. and AW Securities since 2023. Prior to that, she worked at Purshe Kaplan Sterling Investments, Inc. and The Harvest Group Wealth Management, LLC from 2016 to 2023. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, indexed, and options-based overlays, and utilizes third-party sub-advisers and technology solutions to manage diverse client assets.