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Jennifer B

Series 66

Rockland, MA

Stratos Wealth Advisors LLC

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services for 14 years and Merrill for three years. She is also the Director of Client Services at Veritas Boston Wealth Management, an investment advisory 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 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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Anthony P

Series 63, Series 66

Wexford, PA

Stratos Wealth Advisors LLC

Anthony Pratt is a financial advisor at Stratos Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stratos Wealth Advisors since 2018, following prior roles at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. Outside of his advisory work, he is part owner of Revelations Counseling & Wellness, a mental health counseling and wellness business founded by his two daughters. 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, and third-party manager programs with customized asset allocations and discretionary account management.

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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Alyson S

CFP®, Series 66

Reno, NV

Stratos Wealth Advisors LLC

Alyson Schafer is a CFP® and Series 66 licensed advisor at Stratos Wealth Advisors LLC with five years of industry experience. She previously worked at RBC Capital Markets and has experience at Tahoe Resources, Beacon Trust Company, and Gibson, Dunn & Crutcher, LLP. In addition to her advisory role, she is involved with Reno Tahoe Wealth Management as a Client Service Specialist. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a team of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management services, utilizing both discretionary management and third-party managers to meet 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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Kenneth B

Series 63, Series 65

Roseville, CA

Stratos Wealth Advisors LLC

Kenneth Bielejeski is a financial advisor with Stratos Wealth Advisors LLC in Roseville, CA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Tmfs Advisors, Llc, The Mutual Fund Store, and E*TRADE Advisory Services, Inc. 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, delivering customized asset allocations and model portfolios often in coordination with sub-advisers and technology platforms.

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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Christopher K

CFP®, Series 65

Cincinnati, OH

Stratos Wealth Advisors LLC

Christopher Kiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2022. Prior to joining Stratos, he spent 25 years at Retirement Capital Advisors, Inc. He is also president of Retirement Corporation of America and an insurance agent specializing in fixed annuities and life insurance. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized investment solutions across multiple teams.

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 F

Series 65

Rockland, MA

Stratos Wealth Advisors LLC

Daniel Falcone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Stratos Wealth Advisors in 2021, he worked at Veritas Boston Wealth Management and MFS. His background also includes roles in financial advising and technology specialization. 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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Michael M

Series 63, Series 65

Las Vegas, NV

Stratos Wealth Advisors LLC

Michael Ma is a financial advisor with Stratos Wealth Advisors LLC in Las Vegas, NV, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked for TIAA-CREF and TIAA from 2002 to 2021. In addition to his role at Stratos, he is a partner and wealth advisor at Emeritus Wealth Management, where he is involved in investment advice and financial planning, and he also conducts life insurance sales and service. 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 customized financial planning and portfolio management services using a variety of 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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Aaron R

Series 63, Series 65

Cincinnati, OH

Stratos Wealth Advisors LLC

Aaron Reed is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Kayne Anderson Rudnick Investment Management LLC and IMST Distributors LLC. 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 clients' 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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Henry S

ChFC®, Series 63, Series 65

Pepper Pike, OH

Stratos Wealth Advisors LLC

Henry Spain is a financial advisor at Stratos Wealth Advisors LLC with 52 years of industry experience. He holds the ChFC® designation and Series 63 and 65 registrations. His prior roles include positions at Carnegie Investment Counsel and Wells Fargo Clearing. He also operates Spain & Smith Wealth Advisors, a registered investment advisory firm focused on investment advisory and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors organized in 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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Richard N

Series 63, Series 65

Alexandria, VA

Stratos Wealth Advisors LLC

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016. His prior experience includes positions at Ashton Royce & Co. and Summit Wealth Management, LLC. Nilsen is also the founder and president of Nilsen Financial Services. 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 customized financial planning and portfolio management services, utilizing a range of third-party managers 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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Eric B

CFP®, Series 65

Dublin, OH

Stratos Wealth Advisors LLC

Eric Biddle is a CFP® with 12 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2021. Prior to joining Stratos, he worked at Fisher Wealth Management, LLC for eight years. He is also the owner of Eric Biddle LLC, a business unrelated to investment advisory 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, and other advisory services tailored to individual goals, often leveraging third-party managers and technology platforms.

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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James P

Series 63

Dublin, OH

Stratos Wealth Advisors LLC

James Picolo is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MetLife and LPL Financial. Outside of his advisory role, he is involved in selling Medicare and United Healthcare insurance products. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering financial planning, portfolio management, and third-party manager programs through a network of 71 advisors across multiple teams. The firm provides customized asset allocations, model portfolios, and outsourced CIO services, utilizing a range of 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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John T

Series 63, Series 65

Beachwood, OH

Stratos Wealth Advisors LLC

John Toth is a financial advisor at Stratos Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Financial Engines Advisors L.L.C. and The Mutual Fund Store. Outside of his advisory role, he is also an agent involved in the sale and service of life insurance and fixed annuities. Stratos Wealth Advisors serves individual and institutional clients through a team of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third‑party manager programs, using customized asset allocations, model portfolios, and various platform solutions to suit 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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Ronald T

CFP®, Series 63

Mt Laurel Township, NJ

Stratos Wealth Advisors LLC

Ronald Taraborrelli is a CFP® with 29 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC, joining the firm in 2024 after roles at The Vanguard Group and Fidelity Investments. Outside of advisory work, he serves as Director of Finance for Filitalia International, an organization focused on preserving Italian-American heritage. 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 using a combination of in-house strategies 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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William B

CFA®, Series 63, Series 66

Wexford, PA

Stratos Wealth Advisors LLC

William Baker is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2018. Prior to joining Stratos, he worked at Citizens Securities, Inc., Citizens Financial Group, and Select Financial Group, LLC. In addition to his advisory role, he is involved with Riverview Wealth Partners, LLC and NexTier Wealth Management, providing investment advice and insurance-related 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. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing customized asset allocations and model portfolios with access to various 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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Mark R

Series 63, Series 65

Rockland, MA

Stratos Wealth Advisors LLC

Mark Roman is a financial advisor at Stratos Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is also a managing partner of Veritas Boston Wealth Management, an independent investment advisory firm. 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 customized 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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Linda T

Series 63, Series 65

Pepper Pike, OH

Stratos Wealth Advisors LLC

Linda Tekavec is a financial advisor at Stratos Wealth Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Beacon Financial Partners, Lincoln Investment, Ameriprise, and PNC Wealth Management. Outside of her advisory role, she has served as a practice manager for Pistone Wealth Advisors and has experience working in the restaurant industry. 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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Kevin M

CFP®, Series 66

Philadelphia, PA

Stratos Wealth Advisors LLC

Kevin Millard is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Stratos Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at TIAA-CREF, Morgan Stanley, and Merrill. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, providing financial planning and portfolio management through a network of 71 investment advisory representatives across multiple teams.

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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Russell L

Series 65

Dublin, OH

Stratos Wealth Advisors LLC

Russell Long is a financial advisor with Stratos Wealth Advisors LLC based in Dublin, Ohio. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory role, Long is a 14% owner of Kennedy, Purdy, Hoeffel, and Gernert LLC, a legal services firm, and is involved with the Crawford County Common Pleas Court. 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 other advisory services tailored to client goals, utilizing a combination of 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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Richard G

Series 63, Series 65

Hudson, OH

Stratos Wealth Advisors LLC

Richard Geiger is a financial advisor at Stratos Wealth Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for ten years. 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 customized financial planning and portfolio management services, utilizing a combination of in-house advisors, third-party managers, 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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