Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
Jeffrey M
Series 63, Series 66
Franklin, TN
Stratos Wealth Advisors LLC
Jeffrey Mucci is a financial advisor with Stratos Wealth Advisors LLC in Franklin, TN, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Financial Engines Advisors and The Mutual Fund Store. In addition to his advisory role, he is a managing partner at Flagship Financial Advisors in Brentwood, TN. 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, third-party manager programs, and other advisory services tailored to individual goals.
Scott B
Series 63, Series 65
Franklin, TN
Stratos Wealth Advisors LLC
Scott Buell is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Financial Engines Advisors and The Mutual Fund Store. He is also a managing partner and wealth advisor at Flagship Financial Advisors in Brentwood, TN. 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 advisory services tailored to client goals, utilizing customized asset allocations, model portfolios, and third-party managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters