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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.
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.
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.
Peter B
Series 63, Series 66
Reno, NV
Stratos Wealth Advisors LLC
Peter Bessette is a financial advisor with Stratos Wealth Advisors LLC in Reno, NV, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. 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 third-party manager programs tailored to client goals.
Erich B
Series 66
Reno, NV
Stratos Wealth Advisors LLC
Erich Brenner is a financial advisor at Stratos Wealth Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets, Henry James International Management, and Navellier & Associates, Inc. Brenner serves on the board of directors for First Tee of Northern Nevada, an organization that teaches life skills to young people through golf. 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 model portfolios, sub-advisers, and technology solutions tailored to clients’ goals.
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.
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