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Pierre V

Series 65

Metairie, LA

Stratos Wealth Advisors LLC

Pierre Villere II is a Series 65 licensed advisor with 10 years of industry experience. He has been with Stratos Wealth Advisors LLC since 2018 and previously worked at Stratos Wealth Partners, LPL Financial, and Crescent Capital Consulting. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Larry S

Series 63, Series 65

Beachwood, OH

Stratos Wealth Advisors LLC

Larry Sills is a financial advisor with Stratos Wealth Advisors LLC who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior firms include LPL Financial LLC, B. Riley Wealth Advisors, and Wells Fargo Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and other advisory services tailored to individual goals, utilizing a combination of customized asset allocations, model portfolios, sub-advisers, and platform solutions.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Marni A

Series 66

McFarland, WI

Stratos Wealth Advisors LLC

Marni Angus is a financial advisor at Stratos Wealth Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management services utilizing both in-house and third-party managers.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Tina M

Series 66

Canton, OH

Stratos Wealth Advisors LLC

Tina Migge is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 26 years of industry experience. She has worked at Stratos since 2018, following prior roles at Bank of America and Merrill Lynch. Outside of her advisory work, she is involved with Generations Investment Management, focusing on life insurance strategies. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Kevin N

Series 63, Series 65

Elmhurst, IL

Stratos Wealth Advisors LLC

Kevin Nix is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stratos Wealth Partners, LPL Financial, and MSI Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Andrew S

Series 63, Series 66

Dublin, OH

Stratos Wealth Advisors LLC

Andrew Smith is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Tmfs Advisors, LLC, and Charles Schwab. He is also a 49% owner of True North Insurance Partners, which provides life and long-term care insurance policies. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams and 71 investment advisory representatives. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Kevin D

Series 66

Rockland, MA

Stratos Wealth Advisors LLC

Kevin Dufault is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2019. He is also a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors. The firm offers customized financial planning and portfolio management services, utilizing sub-advisers and platform solutions to address diverse client needs.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Brian F

Series 63, Series 65

Westlake, OH

Stratos Wealth Advisors LLC

Brian Fowles is a financial advisor at Stratos Wealth Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C., The Mutual Fund Store, and Charles Schwab. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers financial planning and portfolio management services, utilizing customized asset allocations, model portfolios, and third-party managers.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Trael R

Series 65

Franklin, TN

Stratos Wealth Advisors LLC

Trael Robertson is a Series 65-licensed advisor with Stratos Wealth Advisors LLC, based in Franklin, TN. He has been in the financial industry since 2025, with prior experience at Flagship Financial Advisors and ALLIANCE Credit Union Texas. Robertson has a background that includes roles outside financial services, such as education and construction. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisory representatives. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Jan K

CFP®, Series 63, Series 65

Fairfax, VA

Stratos Wealth Advisors LLC

Jan Kowal is a CFP® with 39 years of experience in financial advising. He is currently with Stratos Wealth Advisors LLC and previously worked at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory role, he is involved as president and CEO of Kowal Financial Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisory representatives across multiple teams. The firm offers customized financial planning and portfolio management services using a combination of in-house management and third-party sub-advisers.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Ryan P

Series 66

Las Vegas, NV

Stratos Wealth Advisors LLC

Ryan Paugh is a financial advisor with Stratos Wealth Advisors LLC in Las Vegas, NV, holding a Series 66 designation and 21 years of industry experience. He has worked with firms including Raymond James & Associates, Chase Investment Services Corp., J.P. Morgan Securities, and Stratos Wealth Partners before joining Stratos Wealth Advisors. Paugh is also the owner of Paugh LLC, a financial advising business. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and customized advisory services.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Daniel R

CFP®, Series 66

Reno, NV

Stratos Wealth Advisors LLC

Daniel Roberts is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC and previously spent 16 years at RBC Capital Markets Corporation. Roberts serves on the board of directors and as treasurer for the Boys & Girls Club in Reno, NV. Stratos Wealth Advisors serves high-net-worth individuals and institutional clients through a network of 71 advisors across multiple teams, offering customized financial planning, portfolio management, and access to third-party managers and sub-advisers.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Jason H

Series 66

Canton, OH

Stratos Wealth Advisors LLC

Jason Hostetler is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Stratos since 2018 and previously spent nine years at Bank of America, N.A., as well as fourteen years with Merrill. Outside of his advisory role, he is involved with Generation Investment Management, focusing on life insurance strategies. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives organized into multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and tailored advisory services.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Eric F

Series 65

Cincinnati, OH

Stratos Wealth Advisors LLC

Eric Fessler is a financial advisor at Stratos Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Aspiriant Wealth Management, 9258 Wealth Management, Constellation, and 5/3 Bank. Outside of his advisory role, Fessler coaches youth soccer with Fusion FC. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm provides financial planning, portfolio management, and other advisory services tailored to individual goals, often utilizing third-party managers and sub-advisers.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Andrew B

Series 65

Reno, NV

Stratos Wealth Advisors LLC

Andrew Bessette is a Series 65 licensed advisor with Stratos Wealth Advisors LLC in Reno, NV, bringing four years of industry experience. His prior roles include positions at RBC Capital Markets, RBC Wealth Management, and Real Vision. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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David T

CFP®, Series 63

Pepper Pike, OH

Stratos Wealth Advisors LLC

David Taucher is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Stratos Wealth Advisors LLC and has previously worked at Beacon Financial Advisory LLC, Sequoia Financial Advisors, and RAV Financial, among others. Taucher is also involved in an investment-related business operating under the name Pistone Wealth Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a team of 71 advisors. The firm offers financial planning, portfolio management, and access to third-party manager programs, utilizing customized asset allocations and model portfolios supported by sub-advisers and platform solutions.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Kenneth G

Series 63, Series 65

Kennebunkport, ME

Stratos Wealth Advisors LLC

Kenneth Gimbel is a financial advisor at Stratos Wealth Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CIBC Private Wealth Advisors, AT Investment Advisers Inc., and Geneva Investment Management of Chicago. Outside of his advisory role, he serves as president of the Cabot Cove Condo Association, a hotel in Kennebunkport, ME. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Nathan F

Series 65

Roseville, CA

Stratos Wealth Advisors LLC

Nathan Ferrante is a financial advisor at Stratos Wealth Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Newport Group and Ricks and Associates. Ferrante has been with Stratos Wealth Advisors since 2019. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Carla B

Series 66

Reno, NV

Stratos Wealth Advisors LLC

Carla Bessette is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked for RBC Capital Markets for 16 years before joining Stratos in 2024. She is a partner in an LLC that owns an RV. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Jarrett F

Series 63, Series 65

Rochester, NY

Stratos Wealth Advisors LLC

Jarrett Felton is a financial advisor with Stratos Wealth Advisors LLC in Rochester, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has prior experience at Bank of America and Merrill Lynch, each from 2012 to 2020. Outside of advising, he owns a duplex used for income diversification, managed by a local property management firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers tailored financial planning and portfolio management solutions, utilizing customized asset allocations, model portfolios, and third-party managers.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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