Jan Kowal is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2021. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, Kowal is involved in operating an investment advisory and financial planning business under Kowal Financial Advisors and holds interests in several businesses including an oil and lube operation and a gas station with a convenience store. Stratos Wealth Advisors LLC is an SEC-registered, multi-team firm with 71 advisors managing approximately $5.57 billion in assets for individual, trust, retirement plan, and institutional clients. The firm offers customized financial planning and portfolio management solutions through a network of supervised independent advisory representatives and maintains a strategic affiliation with SEI entities.

Jason Kowal is a financial advisor at Stratos Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Outside of his advisory role, he is involved as an agent for various insurance companies and provides financial planning and advisory services through Kowal Financial Advisors. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion in assets for individuals, trusts, retirement plans, and institutional accounts. The firm offers customized portfolio management, third-party manager programs, OCIO solutions, and insurance consulting, with access to SEI proprietary products and platforms through a strategic ownership relationship.