Broker Check

Team

 
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners, a firm which he launched in October of 2008.

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Nancy Andrefsky

Chief Financial Officer

(440) 505-5574

(440) 505-5575

Nancy Andrefsky is the Chief Financial Officer of Stratos Wealth Partners, Ltd. in Beachwood, Ohio.

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James V. Lupica, MBA

Founding & Managing Partner

(330) 664-2270

(330) 666-8063

Jim Lupica is the co-founder and Managing Partner of Stratos Wealth Partners, a firm that he helped Jeff Concepcion launch in October 2008.

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Charles Shapiro is the Managing Partner for Western operations with Stratos Wealth Partners Ltd. in San Diego, California.

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Chris Walling is a Founding and Managing Partner for Stratos Wealth Partners Ltd. in Columbus, Ohio.

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Bobbie Meola

Managing Partner

(480) 719-1335

(480) 304-3329

Bobbie Meola is a Managing Director for Stratos Wealth Partners Ltd. in Scottsdale, Arizona.

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Before entering the securities industry, Robert spent 12 years in the manufacturing industry. Robert held numerous positions with Outboard Marine Corporation, Honeywell, and concluded his manufacturing career with General Electric as a...

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Robert Tapia, a resident of San Jose, California, is a Partner and Financial Advisor with Stratos Wealth Partners in Los Gatos, California. Prior to joining Stratos, Robert was a financial advisor at Waddell & Reed. Robert incorporates...

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Pamela has over 20 years of experience in the financial services industry. Starting her career working as a registrar/paying agent with Michigan National Bank in Detroit progressing to a Trust Administrator within LaSalle National Bank...

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Kimberly Gill is a Client Assistant with Stratos Wealth Partners in Gulfport, Mississippi.

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Barbara Dull

Director of Operations & Compliance

(440) 505-5700

(440) 505-5701

Barbara Dull is the Director of Operations and Compliance for Stratos Wealth Partners Ltd. in Beachwood, Ohio.

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Jennifer Isaacs is the Director of Advisory Operations at Stratos Wealth Partners in San Diego, California.

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Daniel Jacoby

Chief Investment Officer & Founding Partner

(440) 505-5616

(440) 505-5617

Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners Ltd. in Beachwood, Ohio.

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Rachelle Kovacs is The Director of Financial Planning for Stratos Wealth Partners in Beachwood, Ohio.

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Craig P. Adams is a Partner and Wealth Advisor for Stratos Wealth Partners in Ogden, Utah.

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Kelly Allan is an Administrative Assistant with Stratos Wealth Partners in Westlake, Ohio.

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Kelly Anderson is a LPL Financial registered sales associate with Stratos Wealth Partners in Lexington, SC.

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Kay Sterling AuWerter is a Financial Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Julie Baker is a Client Services Associate with Stratos Wealth Partners in Columbus, Ohio.

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Connie Ballard is a Client Service Manager with Stratos Wealth Partners in Conway, Arkansas.

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Hannah Barnes is a Client Service Manager with Stratos Wealth Partners in San Diego, California.

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Brad Baumgartner is a Wealth Advisor affiliated with Stratos Wealth Partners in Fort Lauderdale, Florida.

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Frank and Sheri Bautz are Wealth Advisors affiliated with Stratos Wealth Partners in Boynton Beach, Florida.

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Eric Beahn

Compliance and Transitions Manager

(440) 505-5668

Eric Beahn is a Compliance and Transitions Manager for Stratos Wealth Partners in Beachwood, Ohio.

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Zac Beckerly is the Director of Financial Services for The Botsford Group in Frisco, Texas.

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Grant Beckley is a Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Stephen Beierlein is a Partner and Branch Manager for Stratos Wealth Partners’ office in Ogden, Utah.

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Sara Benavides is a Strategic Assistant for The Botsford Group in Frisco, Texas.

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April Berry is an Assistant with Stratos Wealth Partners in Dalton, Georgia.

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Joy Bevilacqua

LPL Registered Client Services Associate

(614) 285-3446

Joy Bevilacqua is a LPL Registered Client Service Associate with Stratos Wealth Partners in Columbus, Ohio.

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Jim Bohinic is a Wealth Advisor affiliated with Stratos Wealth Partners in Hudson, Ohio.

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Richard Bond is a Wealth Advisor affiliated with Stratos Wealth Partners in Cedar Falls, Iowa.

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Chad Boreman is a Wealth Advisor affiliated with Stratos Wealth Partners in Wooster, Ohio.

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Erin Botsford is the Founder and CEO of The Botsford Group in Frisco, Texas.

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Robert A. Bove

Partner and Wealth Advisor

(440) 985-1141

(440) 985-5555

Robert Bove is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Lorain, Ohio.

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Krystina Bitar is a LPL Registered Assitant affiliated with Stratos Wealth Partners in Lorain, Ohio.

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Amanda Braden is an Assistant with Stratos Wealth Partners in Salem, Ohio.

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Matt Bracciante is a Wealth Advisor affiliated with Stratos Wealth Parnters in Apex, North Carolina.

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Patty Branham is a Sales Assistant with Stratos Wealth Partners in Lexington, SC.

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John Brown is a Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Judi Brown

Client Relationship Manager

(412) 528-1932

Judi Brown is a Client Relationship Manager with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Richard Burkes is a Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Grant Butson is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Harry Butson is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Tonette Echols is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Scottsdale, Arizona.

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Julie Carpenter is a Director of Client Relations with Stratos Wealth Partners in Ogden, Utah.

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Thomas N. Cash, MBA

Wealth Advisor, Partner

(239) 321-5654

(866) 202-1477

Tom Cash is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Fort Myers, Florida.

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Brad Cast is the Director of Financial Planning for The Botsford Group in Atlanta, Georgia.

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Michael Chaffee is a Wealth Advisor affiliated with Stratos Wealth Partners in Fairlawn, Ohio.

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Ryan Clive-Smith is a Founding Partner and Director of Business Development for Ibis Capital in San Diego, California.

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Bryan Cochran is a Wealth Advisor affiliated with Stratos Wealth Partners in Powell, Ohio.

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Thad Cooke is a Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Andrew Cooley is a Paraplanner for The Botsford Group in Frisco, Texas.

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Mikelle Copella is a LPL Registered Client Service Associate with Stratos Wealth Partners in Columbus, Ohio.

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Jennifer Mann is a Manager of Insurance and Special Projects for The Botsford Group in Atlanta, Georgia.

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Tracy Dalby is a Branch Operations Manager with Stratos Wealth Partners in Marietta, Georgia.

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Robert Freitas is a Wealth Advisor affiliated with Stratos Wealth Partners in Aiken, South Carolina.

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Tom Davey is a Wealth Advisor affiliated with Stratos Wealth Partners in Cambridge, Ohio.

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Greg David

Founding Partner & Wealth Advisor

(803) 386-0307

(803) 746-0930

Greg David is a Founding Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Lexington, South Carolina.

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Jim David

Founding Partner & Wealth Advisor

(803) 386-0307

(803) 746-0930

Jim David is a Founding Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Lexington, South Carolina.

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Daniel Davis

President of Acorn Investment Strategies

(919) 362-4889

Daniel Davis is the President of Acorn Investment Strategies in Apex, North Carolina.

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Allen Dennenberg is a Wealth Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Rachel is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Donnie Dietz is a Managing Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Conway, Arkansas.

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Rick Duffield is a Wealth Advisor affiliated with Stratos Wealth Partners in Westlake, Ohio.

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Lilly Emerson is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Mike George is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Lorain, Ohio.

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Penny Evans is a Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Ben Ferris is a Wealth Advisor affiliated with Stratos Wealth Partners in Marietta, Georgia.

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Clare Frederick is a Wealth Advisor affiliated with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Philip Garrett is a Wealth Advisor affiliated with Stratos Wealth Partners in New Orleans, Louisiana.

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Bill Garten is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio

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Michelle Hauser is a Sales Assistant with Stratos Wealth Partners in Beachwood, Ohio.

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Lauren Gonzalez is a Client Services Associate with Stratos Wealth Partners in Beachwood, Ohio.

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Perlie Graham is a Branch Operations Manager for Stratos Wealth Partners in San Diego, California.

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Amy Grammer is a Wealth Advisor affiliated with Stratos Wealth Partners in Dalton, Georgia.

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Nina Hajjar is a Partner and Financial Advisor affiliated with Stratos Wealth Partners in Irvine, California.

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Michael Heatwole is a Wealth Advisor affiliated with Stratos Wealth Partners in Harrisonburg, Virginia.

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Hal Hedrick is a Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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David Heffelman is a Wealth Advisor affiliated with Stratos Wealth Partners in Venice, Florida.

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Eugene Heflin is a Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Kyle Heksch is a Wealth Advisor with Stratos Wealth Partners in Beachwood, Ohio.

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Robert A. Heksch is a Founding Partner and Wealth Advisor for Stratos Wealth Partners, Ltd. in Beachwood, Ohio.

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Tammy Heksch is a Staff Receptionist with Stratos Wealth Partners in Beachwood, Ohio.

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Kim Hewitt is a Wealth Advisor affiliated with Stratos Wealth Partners in Dalton, Georgia.

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John Hlay is a Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Cara Hogan is a Senior Compliance Analyst for Stratos Wealth Partners in Beachwood, Ohio.

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Justin R. Horton

Founding Partner & Wealth Advisor

(440) 505-5594

Justin Horton is a Founding Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Thomas R. Hurford, CMFC

Partner | Financial Consultant

(614) 300-2263

(614) 567-2520

Tom Hurford is a Partner and Financial Consultant affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Nichole Ivancic is an Administrative Assistant with Stratos Wealth Partners in Westlake, Ohio.

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Scott Kinsell is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Natasha Abbott is a Strategic Assistant with The Botsford Group in Atlanta, Georgia.

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Jerry Jones is a Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Jeffrey Kitzberger is a Partner and Private Wealth Manager affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Sherri Kitzberger is a Private Wealth Manager affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Fred Cook is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Hudson, Ohio.

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Vicki Kline is a Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Deanna Kuder is the Marketing and Public Relations Director for Bridgewater Wealth Inc. in Wexford, Pennsylvania.

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Josh Dean is a Customer Service Associate for Stern & Heatwole in Harrisonburg, Virginia.

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Steven Levine is a Financial Consultant affiliated with Stratos Wealth Partners in Westlake, Ohio.

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Keri Litman is an Executive Assistant affiliated with Stratos Wealth Partners in Wooster, Ohio.

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Lorraine Domhoff is an Operations Manager with Stratos Wealth Partners in Zelienople, Pennsylvania.

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Matt Dunn

Director of Advisory Compliance

(440) 505-5620

Matt Dunn is The Director of Advisory Compliance for Stratos Wealth Partners in Beachwood, Ohio.

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Joe Fowler is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Asheboro, North Carolina.

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Samuel Lupica

Founding Partner & Wealth Advisor

(330) 664-2271

Sam Lupica is a Founding Partner & Wealth Advisor with Stratos Wealth Partners in Akron, Ohio.

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Shree Gwyn is a Sales Assistant affiliated with Stratos Wealth Partners in Asheboro, North Carolina.

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Craig Macomber is a Wealth Advisor affiliated with Stratos Wealth Partners in Irvine, California.

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Doug Magers is a Wealth Advisor affiliated with Stratos Wealth Partners in Brunswick, Ohio.

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Rita Maher is a Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Andy Maimona is a Wealth Advisor affiliated with Stratos Wealth Partners in Hudson, Ohio.

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Blaine Malcolm is a Wealth Advisor with The Botsford Group in Frisco, Texas.

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John Malloy is a Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Rick Malmberg is a Wealth Advisor affiliated with Stratos Wealth Partners in Winter Garden, Florida.

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Lee Jones is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Irvine, California.

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Rick Maloyan is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Robb McKinney is the Founder of Bridgewater Wealth, Inc. in Wexford, Pennsylvania.

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Lindsey Littleton

Director, Marketing & New Business Development

(214) 423-4200

Lindsey Littleton is the Director of Marketing & New Business Development for The Botsford Group in Frisco, Texas.

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Philip Kousaie is a Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Kevin McSweeny is a Wealth Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Scott L'Hoste is a Wealth Advisor affiliated with Stratos Wealth Partners in Harvey, Louisiana.

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Susan Meghdadpour is a Special Services Associate for The Botsford Group in Frisco, Texas.

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Barb Lecea is a Sales Assistant with Stratos Wealth Partners in Beachwood, Ohio.

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Jeffrey Margulies is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Brent Markley is a Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Chris Mayer is a Wealth Advisor affiliated with Stratos Wealth Partners in Westlake, Ohio.

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Kay Lynn Mayhue is the Executive Vice President of The Botsford Group in Atlanta, Georgia.

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Sherry Maynard is a Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Michael A. Mays, MBA

Partner and Director of Corporate Services

(858) 764-3813

(858) 227-2946

Michael Mays is a Partner and Director of Corporate Services with Stratos Wealth Partners in San Diego, California.

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Arthur McAuley is a Partner and Wealth Advisor affialited with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Robert Meyer is a Founding Partner and Director of Strategic/Financial Planning for Ibis Capital in San Diego, California.

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Mike Miki is a Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Tami Moon is an Assistant with Stratos Wealth Partners in Hudson, Ohio.

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Anne Morel

Director of Client Relations

(504) 300-8212

Anne Morel is The Director of Client Relations with Stratos Wealth Partners in Harvey, Louisiana.

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Kent Mosher is a Founding Partner of Stratos Wealth Partners in Beachwood, Ohio.

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Julee Mott is a Practice Manager with Stratos Wealth Partners in Hudson, Ohio.

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Kevin J. O'Brien

Partner & Wealth Advisor

(440) 505-5748

(440) 505-5749

Kevin O'Brien is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Curt Ockenfels is an IT Help Desk Engineer for Stratos Wealth Partners in Beachwood, Ohio.

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Dawne Ohmes is an Assistant with Stratos Wealth Partners in Beachwood, Ohio.

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Carm Olaes

Founding Partner & Relationship Manager

(440) 505-5622

Carm Olaes is a Relationship Manager for Stratos Wealth Partners in Beachwood, Ohio.

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Matt Oliver is a Registered Sales Associate with Stratos Wealth Partners in Dalton, Georgia.

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Mitchell Oliver is a Wealth Advisor affiliated with Stratos Wealth Advisor in Dalton, Georgia.

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Kathy Orahoske is a Client Services Associate with Stratos Wealth Partners in Cambridge, Ohio.

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Deanna Orban is a Client Services Specialist with Stratos Wealth Partners in Boynton Beach, Florida.

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Heather Parizo is an Administrative Assistant with Acorn Investment Strategies in Apex, North Carolina.

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Rob Patti is a Wealth Advisor affiliated with Stratos Wealth Partners in Marietta, Georgia.

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JP Pattinson is the Director of Client Operations for The Botsford Group in Frisco, Texas.

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James Pierik, CFP®, ChFC®

Partner & Wealth Advisor

(858) 764-3813

(858) 227-2946

James Pierik is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Mary Pat Pohlig is an Office Manager with Stratos Wealth Partners in Boynton Beach, Florida.

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Dale M. Puruczky

Partner & Wealth Advisor

(440) 505-5627

(440) 505-5717

Dale M. Puruczky is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Chris Radzinski is The Assistant Director of Operations with Stratos Wealth Partners in Beachwood, Ohio.

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Blake Rawson is a Managing Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Hudson, Ohio.

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Ken Renfro

Wealth Consultant

(440) 505-5754

(440) 505-5725

Ken Renfro is a Wealth Consultant affiliated with Stratos Wealth Partners in Chardon, Ohio.

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Kurt Ringenbach is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Kelli Riley is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Scottsdale, Arizona.

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Susan Robenalt is a Founding Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Kim Roberts is the Commission Specialist for Stratos Wealth Partners in Beachwood, Ohio.

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Evan Robinson is a Wealth Advisor affiliated with Stratos Wealth Partners in Marietta, Georgia.

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Jonathan Robson is the President and CEO of Robson Planning Group, Inc. in Marietta, Georgia.

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Kate Romano is a LPL Registered Sales Assistant affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Linda Roth

Vice President of Operations

(412) 528-1933

Linda Roth is a Vice President of Operations affiliated with Stratos Wealth Partners in Sewickley, Pennsylvania.

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John Ruebsteck is a Wealth Advisor affiliated with Stratos Wealth Partners in Rocky River, Ohio.

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Taylor Salisbury is a Partner, Private Wealth Manager and CERTIFIED FINANCIAL PLANNER™ professional with Stratos Wealth Partners. Taylor joined Stratos after graduating cum laude from California State University at Fullerton, with a...

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Dan Scharlach is a Wealth Advisor affiliated with Stratos Wealth Partners in Angola, Indiana.

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Lynn Scholl

LPL Registered Client Service Specialist

(412) 528-1927

Lynn Scholl is a LPL Registered Client Service Specialist with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Keith Schuss is a Founding Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Kerina Maye Graham is a Wealth Advisor affiliated with Stratos Wealth Partners in Scottsdale, Arizona.

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Darlene Shaw is a Wealth Consultant affiliated with Stratos Wealth Partners in Powell, Ohio.

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Hal Sheehan is a Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Cheryl Sherrill is a Wealth Advisor affiliated with Stratos Wealth Partners in Dalton, Georgia.

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Kristie Shipway is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners.

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Kyle Shores is the Investments Director for The Botsford Group in Frisco, Texas.

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Franklin Showalter is a Wealth Advisor affiliated with Stratos Wealth Partners in Harrisonburg, Virginia.

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Jeanette Showalter is a Customer Service Associate with Stern & Heatwole in Harrisonburg, Virginia.

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Briant Sikorski is a Wealth Advisor affiliated with Stratos Wealth Partners in Cary, North Carolina.

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John Sinclair is a Wealth Advisor affiliated with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Michelle Soto is an Assistant with Stratos Wealth Partners in Boynton Beach, Florida.

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Andrew Stall is a Wealth Advisor affiliated with Stratos Wealth Partners in Harvey, Louisiana.

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Norman Stern is a Wealth Advisor affiliated with Stratos Wealth Partners in Harrisonburg, Virginia.

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Jacob Stewart

Director of Information Technology

(877) 863-8353

Jacob Stewart is the Director of Information Technology at Stratos Wealth Partners in Beachwood, Ohio.

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Tom Strohl is a Wealth Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Stephen R. Sturkie

Founding Partner & Wealth Advisor

(803) 386-0307

(803) 746-0930

Stephen R. Sturkie is a Founding Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Lexington, South Carolina.

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Eva Susie is a Marketing Associate with Stratos Wealth Partners in Columbus, Ohio.

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Nick Swigart is a LPL Registered Sales Assistant affiliated with Stratos Wealth Partners in Wooster, Ohio.

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Jason Theisen is a Business Development Associate for Ibis Capital in San Diego, California.

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Jeremy B. Thompson

Partner & Wealth Advisor

(440) 505-5598

(440) 505-5597

Jeremy Thompson is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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David K. Thorne is a Partner with Stratos Wealth Partners in Beachwood, Ohio.

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Todd Turcotte is a Wealth Advisor affiliated with Stratos Wealth Partners in Cedar Falls, Iowa.

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Phyllis Vaiea

LPL Registered Sales Associate

(803) 386-0310

Phyllis Vaiea is an LPL Financial registered sales associate with Stratos Wealth Partners in Lexington, SC.

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Will Van Kirk Jr. is a LPL Registered Principal with Stratos Wealth Partners in Gulfport, Mississippi.

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William Van Kirk III is a Financial Advisor affiliated with Stratos Wealth Partners in Gulfport, Mississippi.

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David Vespoli is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Sue Walker is a Compliance Analyst with Stratos Wealth Partners in Beachwood, Ohio.

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William Weimer is a Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Kim White is the Accounting Manager for The Botsford Group in Frisco, Texas.

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M. Jonathan Will, AAMS®

Founding Partner & Wealth Advisor

(614) 610-4862

(614) 227-5652

Jonathan Will is a Founding Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Ed Wilson is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners in Hudson, Ohio.

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Mary Winch-Korff is a Wealth Advisor affiliated with Stratos Wealth Partners in Salem, Ohio.

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Cheryl Wojcik is a LPL Registered Client Service Assistant affiliated with Stratos Wealth Partners in Columbus, Ohio.

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Christine Worontzoff is a Branch Operations Manager at Stern & Heatwole Financial Group in Harrisonburg, Virginia.

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Sam Wright is the Director of Client Relations for Robson Planning Group, Inc. in Marietta, Georgia.

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Susan Wylie is a Branch Operations Manager with Stratos Wealth Partners in Columbus, Ohio.

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Nancy Yakovich is an Assistant affiliated with Stratos Wealth Partners in Lorain, Ohio.

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Joseph A. Zarlinga is a Founding Partner of Stratos Wealth Partners in Beachwood, Ohio.

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Michael Zembala

LPL Financial Advisor and Founding Partner

(440) 505-5582

(440) 505-5583

Michael Zembala is a Founding Partner and Financial Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Christian Zernich is a Wealth Advisor affiliated with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Scott D. Ziska

Founding Partner

(440) 505-5592

(440) 505-5593

Scott Ziska is a Founding Partner of Stratos Wealth Partners in Beachwood, Ohio.

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Teddy Gordon is an Office Manager with Stratos Wealth Partners in Clinton, Iowa.

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Kristen Arnold is a Client Relations Manager with Stratos Wealth Partners in Ogden, Utah.

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Latisha Blanchard is a Director of Client Relations with Stratos Wealth Partners in Baton Rouge, Louisiana.

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Allyson Bohannon is an Administrative Assistant for The Botsford Group in Frisco, Texas.

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Jessica Borum is an Office Manager with Stratos Wealth Partners in Scottsdale, Arizona.

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Brook Boyson is an Assistant with Stratos Wealth Partners in Clinton, Iowa.

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LPL FINANCIAL - STRATOS WEALTH PARTNERS3750 Park East Dr. Suite 200Beachwood, OH 44122

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Cari Bush is a Wealth Consultant affiliated with Stratos Wealth Partners in Clinton, Iowa.

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Amanda Chizmadia is an Assistant with Stratos Wealth Partners in Beachwood, Ohio.

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Stratos Wealth Partners, 2794 SOM Center Road, Suite 6, Willoughby Hills, OH 44094.

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Rodney Dean is a Wealth Advisor affiliated with Stratos Wealth Partners in Berlin, Maryland.

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Brett Devine is a Human Resources Director with Stratos Wealth Partners in Beachwood, Ohio.

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Michael Embrescia is a Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Caroline Enright is an Intern with Stratos Wealth Partners in Baton Rouge, Louisiana.

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David Grof is a Staff Member with Stratos Wealth Partners' IT Department in Beachwood, Ohio.

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Richard Gibson is a Partner and Financial Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Hayley Higgins is a Wealth Advisor affiliated with Stratos Wealth Partners in San Diego, California.

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Karl Hutchison is a Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Arianna Kitzberger is an Adminstrative Assistant with Stratos Wealth Partners in Beachwood, Ohio.

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Brandon Landow is an Advisor Services Representative with Fundamentum in San Diego, California.

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Judy Libby is a Wealth Advisor affiliated with Stratos Wealth Partners in Akron, Ohio.

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Katherine MacMonagle is a LPL Registered Sales Assistant with Stratos Wealth Partners in Apex, North Carolina.

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Daniel Margheret is a Wealth Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Andrew Meyers is a Wealth Consultant affiliated with Stratos Wealth Partners in Clinton, Iowa.

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Joe Mills is a Wealth Consultant affiliated with Stratos Wealth Partners in Clinton, Iowa.

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LPL FINANCIAL - STRATOS WEALTH PARTNERS 89 First Street, Suite 212 Hudson, OH 44236

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Lisa Novosat is an Assistant for Bridgewater Wealth, Inc. in Wexford, Pennsylvania.

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Adam Pollack is a Partner | Wealth Advisor with Stratos Wealth Partners located at: 3750 Park East Drive, Suite 200, Beachwood, OH 44122

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Lynn Rubin

Financial Advisor

(216) 765-1655

(440) 505-5711

Lynn Rubin is a Financial Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Sam Rubin

Financial Advisor

(216) 765-1655

(440) 505-5711

Sam Rubin is a Financial Advisor affiliated with Stratos Wealth Partners in Beachwood, Ohio.

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Callen Schramm is a Partner and Wealth Advisor with Stratos Wealth Partners in Baton Rouge, Louisiana.

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Heather Schramm is a Wealth Advisor affiliated with Stratos Wealth Partners in Baton Rouge, Louisiana.

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Breton Williams is a Wealth Consultant affiliated with Stratos Wealth Partners in Clinton, Iowa.

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Vickie Williams is an Assistant with Stratos Wealth Partners in Clinton, Iowa.

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29 Broad St. STE 205Berlin, MD 21811

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Christine Walkos is a Staff Member for Stratos Wealth Partners in Beachwood, Ohio.

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Bob Murphy is a Relationship Manager with Stratos Wealth Partners in Beachwood, Ohio.

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Chad Tom

Partner and Wealth Advisor

(740) 297-7479

LPL FINANCIAL - STRATOS WEALTH PARTNERS 3596 Maple Ave. Suite A Zanesville, OH 43701

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LPL FINANCIAL - STRATOS WEALTH PARTNERS 3596 Maple Ave. Suite A Zanesville, OH 43701

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Sharon McIntosh is a Relationship Manager affiliated with Stratos Wealth Partners in Asheboro, North Carolina.

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LPL FINANCIAL - STRATOS WEALTH PARTNERS 89 First Street, Suite 212 Hudson, OH 44236

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LPL FINANCIAL - STRATOS WEALTH PARTNERS 89 First Street Suite 212 Hudson, OH 44236

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Natalie DiNunzio is a Wealth Advisor with Stratos Wealth Partners in Beachwood, Ohio.

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Kristin Johnson is a Client Assistant with Stratos Wealth Partners in San Diego, California.

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Erik Kneip is a Wealth Advisor with Stratos Wealth Partners in Beachwood, Ohio.

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Rochelle Gottlieb is a Client Assistant with Stratos Wealth Partners in Beachwood, Ohio.

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Alan Sala is the Director of Business Development for Van Kirk Wealth Advisors in Gulfport, Mississippi.

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Micah Kelley is an Advisor affiliated with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Jeff Kelley is an Advisor affiliated with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Zoe Wiest is a Client Assistant with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Debbie Montag-Evans is a Client Assistant with Stratos Wealth Partners in Sewickley, Pennsylvania.

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Roberta Kelly is an Advisor associated with Stratos Wealth Partners in Astoria, Oregon.

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Ted Erickson is an Advisor affiliated with Stratos Wealth Partners in Tillamook, Oregon.

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Valerie Braun is a Client Assistant with Stratos Wealth Partners in Tillamook, Oregon.

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Denise joined the Stratos Sewickley office in 2015 prior to earning her Associates Degree in Accounting. She is preparing to take the Series 7 Exam in anticipation of participating in the 401(k) Qualified Plan Services of the Practice.

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Gregory Elliott

Senior Operations Analyst

440-991-1120

440-991-1121

LPL Financial - Stratos Wealth Partners Ltd.3750 Park East Dr. Ste 200Beachwood, OH 44122

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Linda Kosley is a Client Assistant at our Beachwood, Ohio location.

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Liza Owen is a Client Assistant with First Wealth Financial Group in Clinton, Iowa.

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Jean is a Client Assistant at the Stratos Sewickley, PA office.

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Gregory Vincent

Investment Strategist

(803) 386-0307

(803) 746-0930

5080 Sunset Boulevard, Suite A Lexington, SC 29072

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Robert is a Client Assistant at 1370 Briar Creek Road, Charlotte, NC 28205.

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William Ferber is a Client Assistant at 6055 Park Square Drive, Lorain, Ohio 44053.

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Alex is a Billing Specialist at 12340 El Camino Real, Suite 300, San Diego, CA 92130

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Angela Ferber is a Client Assistant at 6055 Park Square Drive, Lorain, Ohio 44053.

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Phillip Rini is an Advisor at 2794 SOM Center Road, Suite 6, Willoughby, Ohio 44094.

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Rhonda Chavez is a Wealth Manager at: 100 E. Sheldon, Suite 105 Prescott, AZ 86301 web site: www.prescottwealthmanagement.com

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Michael Woods

Partner | Financial Consultant

(928) 460-5508

(928) 460-5514

Michael Woods is a Financial Consultant at 100 E. Sheldon, Suite 105, Prescott, AZ 86301 Web Site: www.woodswealthmanagement.com

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Jake Carlson is a Wealth Advisor for Stratos Wealth Partners located at: 100 E. Sheldon, Suite 105 Prescott, AZ 86301 web site: www.prescottwealthmanagement.com

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Kevin Pitts, AAMS®

Financial Consultant

(928) 460-5511

(928) 460-5517

Kevin Pitts is a Financial Consultant at 100 E. Sheldon, Suite 105, Prescott, AZ 86301 Web site: www.pittswealthmanagement.com

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Anngela Wheeler

Branch Operations Manager

(928) 460-5507

(928) 460-5513

Anngela Wheeler is a Branch Operations Manager at 100 E. Sheldon, Suite 105, Prescott, AZ 86301

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Jonathan Grundman is a Portfolio Analyst at 12340 El Camino Real, Suite 310, San Diego, CA 92130

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Stephanie Bautz is an Assistant at 8198 JOG RD STE 205, Boynton Beach, Florida 33472

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LPL FINANCIAL - STRATOS WEALTH PARTNERS 89 First Street Suite 212 Hudson, OH 44236

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Michelle Shields

Client Service Associate

(214) 423-4200

(214) 423-4211

Michelle Shields is a Client Service Associate at Botsford Financial in Frisco, Texas.

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Clay Kearney

Partner, Wealth Advisor

(504) 522-4442

(504) 522-4443

Clay Kearney is a Partner and Wealth Advisor at 3223 8TH ST. SUITE 203METAIRIE, LA 70002

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Roy Spinks is a Partner at:3223 8th Street, Suite 203Metairie, LA 70002

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Lindsay Pastor

Client Assistant

(504) 522-4442

(504) 522-4443

Lindsay Pastor is a Client Assistant at:3223 8th Street, Suite 203Metairie, LA 70002

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Karen Stevens

Client Assistant

(504) 522-4442

(504) 522-4443

Karen Stevens is a Client Assistant at:3223 8th Street, Suite 203Metairie, LA 70002

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Sheryl Ford

Director of Transitions

(858) 345-6499

(858) 227-5707

Sheryl Ford is Director of Transitions at Stratos Wealth Partners in San Diego, CA.

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Jeff Brown is President at Brown Wealth Management in San Diego, CA.

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Allison Williams

Chief Operations Officer

(858) 926-5145

(858) 926-5151

Allison Williams is Chief Operations Officer at Brown Wealth Management in San Diego, CA.

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Patrick Ford

Senior Wealth Advisor

(858) 926-5146

(858) 926-5151

Patrick Ford is a Senior Wealth Advisor with Brown Wealth Management in San Diego, CA.

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Tyler Morris is a Wealth Advisor with Brown Wealth Management in San Diego, CA.

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Irene Zawasky

Client Services Assistant

(858) 926-5148

(858) 926-5151

Irene Zawasky is Client Services Assistant at Brown Wealth Management in San Diego, CA.

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Donald Delmonte

Senior Partner

(856) 988-9113

(856) 998-9114

Donald Delmonte is Senior Partner at First American Financial, Ltd. in Marlton, NJ.

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William Eldridge is Senior Partner at First American Financial, Ltd. in Marlton, NJ.

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Lyn McCracken is a Client Assistant at First American Financial, Ltd. in Marlton, NJ.

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Denise Cherry is a Client Assistant at First American Financial, Ltd. in Marlton, NJ.

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Ryan Paugh is an Advisor with Stratos Wealth Partners in Beachwood, Ohio.

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Thomas Silvestro is an Assistant with Ellsworth Private Wealth Management in Hudson, Ohio.

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Tobias Yearms is a Wealth Advisor with Adaptive Financial Consulting which is affiliated with Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of comprehensive financial planning and...

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Daniel Torreblanca

Partner | Wealth Advisor

(858) 764-3802

(858) 761-0402

Daniel Torreblanca is a Partner | Wealth Advisor with Stratos Wealth Partners located at: 12340 El Camino Real, Suite 300 San Diego, CA 92130

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Chad Lange

Relationship Manager

(770) 391-4555

(770) 391-9811

Chad Lange is a Relationship Manager with the Botsford Financial Group in Atlanta, GA.

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Bob Martin is a Wealth Advisor at Stratos Wealth Partners in Columbus, Ohio.

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Crey D. Keitzer, Wealth Advisor at Stratos Wealth Partners offers a comprehensive menu of wealth management services. I am a Registered Representative, holding the General Securities License Series 7, & 66 as well as insurance licenses...

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Chris Reyes

Client Service Associate

(855) 300-4247

(858) 939-1470

Chris Reyes is a Client Service Associate with the Ibis Team in San Diego, CA.

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Robert Leach

Wealth Advisor

(408) 596-8095

(408) 502-7511

Robert Leach is a Wealth Advisor at 14830 Los Gatos Boulevard, Suite 201Los Gatos, CA 95032

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Hannah Swigert is a Financial Planner with Columbia Financial, Inc. located at 55 S. Main Street, Centerville, Ohio 45458

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Matthew Meyer is a Financial Advisor with Columbia Financial, Inc. located at 55 S. Main Street, Centerville, Ohio 45458.

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Herbert Mielke is a Business Development associate at Columbia Financial, Inc. located at 55 S. Main Street, Centerville, Ohio 45458.

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Dana Banks is a Client Assistant with Columbia Financial, Inc. located at 55 S. Main Street, Centerville, Ohio 45458.

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Sarah Meyer-Kerg is a Client Assistant with Columbia Financial, Inc. located at 55 S. Main Street, Centerville, Ohio 45458.

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Claiborne Perrilliat Partner and Wealth Advisor Claiborne Perrilliat is Partner and Wealth Advisor with Stratos Wealth Partners. With more than 13 years of experience as a financial advisor, Claiborne specializes in helping individuals...

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Gina Daigle

Administrative Assistant

(504) 522-4442

(504) 522-4443

Gina is an Administrative Assistant at 3223 8th Street, Suite 203, Metairie, LA 70002.

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Nathan Blazek is an IT Systems Administrator at Stratos Wealth Partners, 3750 Park East Drive, in Beachwood, Ohio.

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Ann Bolton

Transitions Specialist

(440) 505-5611

(440) 505-5723

Ann Bolton joined Stratos Wealth Partners in 2014 and serves as a Transition Specialist. As a member of the transitions team, Ann strives to provide a personalized concierge service to the financial advisor and their clients, Ann...

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Stephanie Spillman

Transitions Specialist

(440) 505-5602

(440) 505-5603

Stephanie Spillman joined Stratos Wealth Partners as a Transitions Specialist in June 2015. She brings 13 years of financial industry experience including banking and investments. Prior to joining Stratos Wealth Partners, Stephanie...

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12340 El Camino Real, Suite 300 San Diego, CA 92130

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Mackenzie is an Assistant at: 12340 El Camino Real, Suite 300 San Diego, CA 92130

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Lisa Collins is an Assistant at: 1210 19th Avenue, NW Clinton, IA 52732

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Connie Ballard is Assistant to Donnie Dietz at: 950 Hogan Lane, Suite 3 Conway, AR 72034

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Michael Napoli is a Wealth Advisor at: 14830 Los Gatos Boulevard, Suite 201 Los Gatos, CA 95032

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Nicole D. Jervis

CEO, Senior Wealth Advisor - Jervis Financial Group

(330) 984-0390

(234) 334-2870

Nicole D. Jervis, CRC CEO | Senior Wealth Advisor Nicole Jervis is a wealth advisor affiliated with Stratos Wealth Partners in Warren, Ohio. Stratos Wealth Partners is a partner run organization that specializes in the practice and...

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Susan Coy-Kamph is a Wealth Advisor with Coy-Kamph Financial Group at: 213 N. Market Street Minerva, OH 44657

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Katie Wilkins

Customer Service Associate

(540) 438-0547

(540) 438-5647

Katie Wilkins is a Customer Service Associate at: 305 Lucy Drive Harrisonburg, VA 22801

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Paula Pollander is Senior Operations Manager for Jervis Financial Group at 8256 E. Market Street, Suite 200, Warren, Ohio 44484.

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Susan Meissner is a Financial Consultant with Coy-Kamph Financial Group at 213 N. Market Street, Minerva, Ohio 44657.

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Cindy Luu

Client Relationship Manager

(949) 864-6301

(949) 398-9708

Cindy Luu, Client Relationship Manager, Certus Wealth Advisors, Cindy has 8 Years of experience providing day-to-day relationship management and account management for clients. Cindy has extensive experience in all aspects of client...

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Nathaniel is VP of Client Relations for the Botsford Financial Group at: 3001 Dallas Parkway, Suite 100 Frisco, Texas 75034

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Pam Tasker is an Executive Assistant at: 213 North Market Street Minerva, Ohio 44657

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Teresa Giarrusso

Client Services Manager

(602) 313-1136

(602) 429-8215

Teresa Giarrusso is a Client Services Manager at: 6929 E Greenway Parkway, #180 Scottsdale, AZ 85254

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Elizabeth Mahoney is a Wealth Advisor at: 6929 E Greenway Parkway, #180 Scottsdale, AZ 85254

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Robert Rittel is a Wealth Advisor at: 6929 E Greenway Parkway, #180 Scottsdale, AZ 85254

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Lesa Weisfeld is a staff accountant at: 3750 Park East Drive, Suite 200 Beachwood Ohio 44122

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Paula is a Wealth Advisor at: 3750 Park East Drive, Suite 200 Beachwood, Ohio 44122

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Traci is a Wealth Advisor at: 3580 INNOVATION WAY STE 108 Hermitage, PA 16148

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Paul is a Wealth Advisor at: 3223 8th Street, Suite 203 Metairie, LA 70002

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Janeen Kozak

Office Administrator

(858) 764-3807

(858) 939-1470

Janeen is an office administrator at: 12340 El Camino Real, Suite 310 San Diego, CA 92130

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Jonathan Smith is a Financial Advisor with Hibernia Wealth Management: 6700 Jefferson Highway, Building 4, #B Baton Rouge, LA 70808

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Rhonda Laney

Registered Sales Assistant

(225) 778-7971

(225) 448-2178

Rhonda Laney is a Registered Sales Assistant with Hibernia Wealth: 6700 Jefferson Highway, Building 4, #B Baton Rouge, LA 70808

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Paul Saltaformaggio is a Financial Advisor with Hibernia Wealth:6700 Jefferson Highway, Building 4, Suite B, Baton Rouge, LA 70806

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Joseph Botta

Client Assistant

(602) 883-8770

(480) 304-3449

Joseph Botta is a Client Assistant located at: 6929 E. Greenway Parkway, #180 Scottsdale, AZ 85254

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Erica Gargol is a Wealth Advisor at: 6929 E. Greenway Parkway, #180 Scottsdale, AZ 85254

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Sean O'Keefe

President | Certus Wealth Advisors

(949) 864-6323

(949) 398-9708

Sean O'Keefe is President of Certus Wealth Advisors at 2 Park Plaza, Suite 350, Irvine, California 92614.

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Brian Oettinger is a Partner | Wealth Advisor with Vintage Financial Partners located at: 600 Jefferson Plaza, Suite 316 Rockville, MD 20852

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Chris Miller

Partner | Wealth Advisor

(301) 639-0850

(301) 576-5690

Chris Miller is a Partner | Wealth Advisor with Stratos Wealth Partners located at 3409-A Urbana Pike, Frederick, MD 21704

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Jason Cohen is a Wealth Advisor at: 600 Jefferson Plaza, Suite 316, Rockville, MD 20852

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Beau Mercer, CFP®, CDFA®

Partner | Wealth Advisor

(240) 283-5599

(240) 482-8178

Beau Mercer is a Partner | Wealth Advisor at Vintage Financial Partners located at: 600 Jefferson Plaza, Suite 316 Rockville, MD 20852

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Susan Degen

Partner | Wealth Advisor

(443) 321-2715

(443) 977-6990

Susan Degen is a Partner | Wealth Advisor at: 839 Bestgate Road, Suite 400 Annapolis, MD 21401

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Brita Jones is a Wealth Advisor at: 1738 Elton Road, Suite 312 Silver Spring, MD 20903

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Jordan Kraus, CFP®, CDFA®

Partner | Wealth Advisor

(240) 558-9002

(240) 482-8178

Jordan Kraus is a Partner | Wealth Advisor with Vintage Financial Partners located at: 600 Jefferson Plaza, Suite 316 Rockville, MD 20852

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BJ Mitchell is a Wealth Advisor at: 101 N. 2nd Street, Suite 100A West Monroe, LA 71291

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Kelly Buettner is a Client Assistant with the Botsford Financial Group at: 3001 Dallas Parkway, Suite 100 Frisco, TX 75034

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Chen Ling

Client Assistant

(858) 764-3813

(858) 227-2946

Chen Ling is a Client Assistant at: 12340 El Camino Real, #300 San Diego, CA 92130

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Jeff Daniels is a Wealth Advisor at Daniels Investments located at: 4000 Embassy Parkway, Suite 420 Akron, OH 44333

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Cindy Engle

Senior Client Service Associate

(240) 283-7879

(240) 482-8178

Cindy Engle is a Senior Client Service Associate with Vintage Financial Partners located at: 600 Jefferson Plaza, Suite 316, Rockville, MD 20852

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Michelle Laverty is a Client Service Associate with the Jervis Financial Group located at: 8256 E. Market Street, Suite 136 Warren, Ohio 44484

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Kristen Greve

Client Service Associate

(724) 940-6321

(724) 940-6705

Kristen Greve is a Client Service Associate located at: 435 Swanson Lane Wexford, PA 15090-8690

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Aquil Naeem

Compliance Analyst

(440)-505-5660

(440) 991-1115

Aquil Naeem is a Compliance Analyst for Stratos Wealth Partners located at: 3750 Park East Drive, Suite 200 Beachwood, Ohio 44122

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Dawna Westberg-Welch

Partner | Wealth Advisor

(928) 325-0271

(928) 379-6879

Dawna Westberg-Welch is a Partner | Wealth Advisor with Stratos Wealth Partners located at: 6560 Highway 179, Suite 102 Sedona, AZ 86351

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Karen Miltner is Controller at Stratos Wealth Partners located at: 3750 Park East Drive, Suite 200 Beachwood, Ohio 44122

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Erik Niermeyer

Partner | Wealth Advisor

(614) 427-2131

(614) 227-5652

Erik Niermeyer is a Partner | Wealth Advisor with Stratos Wealth Partners located at: 300 E. Broad Street, Suite 530 Columbus, Ohio 43215

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Anne Dimon

Client Services Assistant

(614) 427-2132

(614) 227-5652

Anne Dimon is a Client Services Assistant with Stratos Wealth Partners located at: 300 E. Broad Street, Suite 530 Columbus, Ohio 43215

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Chip Elliot

Client Assistant

(614) 721-4334

(614) 227-5652

Chip Elliot is a Client Assistant with Stratos Wealth Partners located at: 300 E. Broad Street, Suite 430 Columbus, Ohio 43215

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Terrence McKelvey is a Partner and Wealth Advisor affiliated with Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of comprehensive financial planning and implementation services....

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Paige Gentile

Practice Manager | Client Services Associate

(440) 991-1124

(440) 991-1125

Paige is Practice Manager | Client Services Associate located at: Stratos Wealth Partners 3750 Park East Drive, Suite 200 Beachwood, Ohio 44122

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Jimmy began his professional career as a financial advisor with one of the leading financial planning firms in the industry. He has over 10 years of experience in the industry and his reliability, trustworthiness and extensive...

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Liam Guiney, CFP®

Financial Advisor, Partner, Client Portfolio Manager

(330) 576-3912

Liam provides comprehensive investment planning. If a working relationship is developed, he can work with you to help achieve your goals. For nearly two decades, Liam has helped clients address their financial concerns and develop...

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Hunter Cole is a Partner | Wealth Advisor located at: 3223 8th Street, Suite 203 Metairie, LA 70002

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Dick Campbell, Wealth Advisor Stratos Wealth Partners P.O. Box 22 Nags Head, NC 27959

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Stephen W. Gaskins, CFP® Partner | Wealth Advisor Stratos Wealth Partners 1908 Eastwood Road, Suite 322 Wilmington, NC 28403

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Benjamin Engram is a Client Assistant for Stratos Wealth Partners located at: 10130 Mallard Creek Road, #300 Charlotte, NC 28262

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Kyler Watkins is a Client Assistant with Brown Wealth Management located at: 12340 El Camino Real, #110 San Diego, CA 92130

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Kevin Nix is a Wealth Advisor with Stratos Wealth Partners located at: 101 W. 22nd Street, Suite 208 Lombard, IL 60148

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Lisa Rossi is Partner | Wealth Advisor with Stratos Wealth Advisory Group located at: 2975 Westchester Avenue, 4th Floor Purchase, NY 10577

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John is a Managing Partner for Stratos Wealth Partners Ltd. in Bloomfield Hills, MI.

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Nichole Ivancic

Administrative Assistant

(440) 772-0310

(440) 772-0315

LPL Financial/Stratos Wealth Partners 2001 Crocker Rd. Suite 250 Gemini Tower II Westlake, Ohio 44145

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Nikki VanHoose

Administrative Assistant

(440) 641-2900 ext. 215

(440) 772-0316

LPL Financial/Stratos Wealth Partners 2001 Crocker Rd. Suite 250 Gemini Tower II Westlake, Ohio 44145

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20 Victoria Crossing Pine Plains NY 12567 724-591-0402 (P) pjcote@stratoswp.com

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Mandir Nagdev

Partner and Private Wealth Advisor

(669) 221-2035

Mandir Nagdev is a Partner and Private Wealth Advisor with Stratos Wealth Partners in Los Gatos, California. Prior to joining Stratos, Mandir spent twelve years with Wells Fargo. Mandir has focused his time and energy on helping...

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Adam Heckman

Private Wealth Advisor and Investment Executive

(502) 893-4515

Adam Heckman is a Private Wealth Advisor and Investment Executive with Stratos Wealth Partners in Louisville, KY. Prior to Stratos, Adam spent 8 years at JP Morgan Chase. He has more than 12 years of experience in the financial...

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Michael Miser is a Financial Advisor in Scottsdale, Arizona. Michael has been in the financial services industry for 21 years. He grew up in the Twin Cities and received his B.A. from the University of Minnesota. He began his career...

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Leslie has been dedicated to the field of financial services for over 15 years. As a partner and wealth advisor with Stratos Wealth Partners, she has built client relationships based on trust, sound financial advice, and the highest...

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Bruce was born in Fargo North Dakota and moved to the Phoenix area in 1979. He started in the financial services industry at Boettcher & Company in 1984. He received his CERTIFIED FINANCIAL PLANNER™ designation in 1986. Bruce has...

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Davisson has 14 years of experience in the financial industry and is a CERTIFIED FINANCIAL PLANNER ™ Professional. He started his career in 2003 at Janney Montgomery Scott; in 2009, he moved to Ameriprise Financial and has...

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Dino Basdakis

Resident Manager - Partner - Wealth Advisor

(949) 502-8525

Dino is the President and CEO of the firm. Dino has over 30 years of experience in the financial services industry; specializing in pre and post retirement planning and corporate retirement plans. Dino currently holds Series 7, 24, 63,...

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Elaine's passion is providing education and information to her clients so they have greater confidence understanding their financial plan. She works with her clients to help define their financial goals, develop a strategy consistent...

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Grant Ulrick 240 Pomeroy Ave.Meriden, CT 06450 6929 E. Greenway Pkwy, Suite 180Scottsdale AZ 85254 CT: (614) 869-3000AZ: (480 939-9509 gulrick@stratoswp.com Grant Ulrick is a partner and Wealth Advisor with Stratos Wealth Partners,...

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Investment Advisor Representative Jamie entered the financial services industry in 1999 and currently holds series 7, 66 and life/health licenses. He attended Marietta College for his undergraduate degree and continued onto Case...

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Jeremy's focus with his clients and prospects is on retirement planning, investment planning, estate planning, education planning, business strategies, Insurance, risk management, and tax strategies. Jeremy currently holds Series 7 and...

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Kelli Gargasz

Financial Advisor

614-869-3001

614-437-1586

Kelli began her career in financial services while working her way through The University of Kansas as a part time bank teller. Upon graduation, Kelli moved to Ohio to be closer to family and to begin her career. Kelli accepted an...

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For over 25 years, Larry has provided competent, objective financial guidance to individuals, families and institutions. Specializing in retirement planning, asset management and estate planning solutions, he offers a thoughtful,...

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