Chase Graham

Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Carey Hilburn is a CFP® professional with 10 years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Carey worked at Central Wealth Management, LLC, Beaird Harris Wealth Management, and Quest Capital Management, Inc. Outside of advisory work, Carey also consults for VITAL LLC in a non-investment capacity. Vital Capital LLC is a five-advisor firm that serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services. The firm employs fundamental and technical analysis tailored to each client’s objectives and incorporates alternative investments and private offerings where appropriate.

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd in Clinton, Iowa, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Stratos Wealth Partners since 2017 and also associated with LPL Financial since 2016. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a broad network of investment adviser representatives. The firm integrates individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Michel Stephenitch is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Custom-Pak, Westrock, Gnc, and Ashford University. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Kelsey Gammon is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and eight years of industry experience. Prior to joining Stratos in 2025, Kelsey worked at LPL Financial from 2018 and spent two years at Mercy Living Center. Kelsey is also a commissioned notary public for the state of Iowa. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and specialized consulting through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies across multiple custodians.

Andrew Meyers is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stratos since 2017, also maintaining a relationship with LPL Financial since 2014. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives utilizing a mix of proprietary and third-party strategies.