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Jason B

Series 66

Broadview Heights, OH

Stratos Wealth Partners, Ltd

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets for a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Barbara M

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Barbara Meola is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Stratos Wealth Partners, LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. She is also the owner of Meola Consulting, a non-investment-related business. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm’s model is advisor-driven, offering discretionary and non-discretionary portfolio management through an open-architecture platform integrating multiple third-party managers and providing a range of financial planning and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Chris J

Series 66

McMurray, PA

Stratos Wealth Partners, Ltd

Chris Jordheim is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 22 years of industry experience. His prior work history includes tenures at LPL Financial, PNC Wealth Management, and Merrill. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates with an open-architecture investment approach, integrating multiple third-party platforms and managers, and delivers services through independent investment adviser representatives who provide discretionary and non-discretionary portfolio management tailored to client goals.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Thomas S

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Thomas Seifert is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 47 years of industry experience. His prior roles include positions at Oppenheimer & Co., Waddell & Reed, and Piper Sandler & Co. He currently provides investment advisory services through Stratos Wealth Partners. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and includes financial planning and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Jay S

CFP®, Series 63, Series 65

Prescott, AZ

Stratos Wealth Partners, Ltd

Jay Spector is a CFP® with 19 years of experience in the financial services industry. He currently works at Stratos Wealth Partners, Ltd and LPL Financial, LLC, where he has been since 2017. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo Clearing. Outside of his advisory work, Spector is involved as a swimming official for USA Swimming and AIA Swimming in Arizona and is co-owner of a luxury travel business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and other institutions, using a mostly independent contractor model and an open-architecture investment approach that integrates multiple third-party platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Andrew A

CFP®, Series 63, Series 65

New Albany, IN

Stratos Wealth Partners, Ltd

Andrew Atchison is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2025. Prior to that, he held positions at LPL Financial, LLC, Park Community Credit Union, Securities America Advisors, Inc., and Brookstone Capital Management LLC. Stratos Wealth Partners, Ltd. is an enterprise-level SEC-registered adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a range of advisory programs and an open-architecture investment platform integrating multiple third-party managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Nora G

Series 63, Series 65

Redwood City, CA

Stratos Wealth Partners, Ltd

Nora Gasparyan is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Royal Alliance Associates, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Bank. Prior to her financial industry career, she was involved in the restaurant business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture investment platform.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Stephanie S

ChFC®, Series 63, Series 66

Prescott, AZ

Stratos Wealth Partners, Ltd

Stephanie Sterling is a financial advisor with Stratos Wealth Partners, Ltd. She holds the ChFC® designation and has 22 years of industry experience. Prior to joining Stratos Wealth Partners in 2018, she worked at Commonwealth Financial Network and Hosler Wealth Management. Sterling is also a licensed notary in the state of Arizona and provides individual tax preparation services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture investment approach and integrates multiple platforms and managers to tailor portfolios aligned with client goals.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Bradford F

CFA®, Series 63, Series 65

Metairie, LA

Stratos Wealth Partners, Ltd

Bradford Felger is a CFA® charterholder and CPA with six years of industry experience. He is currently an advisor at Stratos Wealth Partners, Ltd. and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ernst & Young, and LPL Financial LLC. Felger also operates Bradford M. Felger, CPA, LLC, which provides tax preparation and accounting services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized investment management and financial planning through an open-architecture platform that integrates multiple third-party managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Justine H

Series 66

Akron, OH

Stratos Wealth Partners, Ltd

Justine Harvey is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and UBS Financial Services. She serves on the board of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of financial planning and investment management solutions through an open-architecture platform.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Richard G

Series 63, Series 65

Broadview Heights, OH

Stratos Wealth Partners, Ltd

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Metlife Securities, Grove Point Investments, Cetera Advisors, and Legacy Advisory Services. He has worked with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners is an SEC-registered enterprise with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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David N

Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

David Neumann is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. He holds a Series 65 designation and has been associated with Piltz, Williams, LaRosa & Company since 2008. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients, delivering services through affiliated and independent adviser representatives using an open-architecture approach that integrates multiple third-party platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Gina P

CFP®

Bend, OR

Stratos Wealth Partners, Ltd

Gina Patterson is a CFP® affiliated with Stratos Wealth Partners, Ltd. She has been with Stratos since 2026 and also works with Mackeson Advisory, LLC since 2021. Her background includes roles with nutrition and wellness companies as well as self-employment ventures. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory and portfolio management services through an open-architecture platform.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Daniel R

Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Daniel Roberts is a Series 65 licensed financial advisor with Stratos Wealth Partners, Ltd. in San Diego, CA, bringing one year of industry experience. His prior roles include positions at Stratos Private Wealth and Ciari Guitars, Inc., as well as academic experience at California Polytechnic University San Luis Obispo. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, utilizing an open-architecture investment approach and offering a range of advisory and portfolio management solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Craig A

CFP®, Series 63, Series 65

Ogden, UT

Stratos Wealth Partners, Ltd

Craig Adams is a financial advisor with Stratos Wealth Partners, Ltd., holding the CFP® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience, including roles at Morgan Stanley and Citigroup Global Markets prior to joining Stratos Wealth Partners and LPL Financial in 2012. Adams is also licensed to sell and service fixed insurance products such as fixed annuities, life, health, and disability insurance. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering discretionary and non-discretionary portfolio management through customized and model portfolios, utilizing an open-architecture platform integrating multiple third-party managers and sub-advisors.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Bryan R

Series 63, Series 65, Series 66

Coeur d'Alene, ID

Stratos Wealth Partners, Ltd

Bryan Ross is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Stratos Wealth Partners in 2022, Ross worked with Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, he is also a sculptor and artist operating Bryan K Ross Studios. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, offering a broad set of advisory services through an open-architecture platform and a predominantly IAR-driven business model.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Aric G

Series 63, Series 65

Avon, OH

Stratos Wealth Partners, Ltd

Aric Gordon is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Stratos in 2025, he worked at LPL Financial LLC and The 4:8 Group, and spent eight years at Northwest Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Kenneth R

ChFC®, Series 63, Series 65

Norfolk, VA

Stratos Wealth Partners, Ltd

Kenneth Royster is a financial advisor with Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including long tenures at MetLife Securities Inc. and LPL Financial, LLC. His activities include managing a real estate rental business in Chesapeake, VA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager solutions, and outsourced CIO services.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Matthew F

Series 63, Series 65

Irvine, CA

Stratos Wealth Partners, Ltd

Matthew Fournier is a financial advisor with Stratos Wealth Partners, Ltd. based in Irvine, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Stratos and LPL Financial in 2024, he worked with GWFS Equities, Inc. and SC Distributors, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a wide range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional investors. The firm employs an open-architecture, advisor-driven model that integrates multiple third-party platforms and offers customized portfolio management alongside financial planning and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Jason N

Series 63, Series 65

Frederick, MD

Stratos Wealth Partners, Ltd

Jason Nichols is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Global Financial Private Capital, LLC, and operated his own firm, Jason Nichols Financial, Inc. He is based in Frederick, MD. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering a range of investment advisory and financial planning services through an open-architecture platform that incorporates multiple third-party managers and strategies.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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