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Justine H

Series 66

Akron, OH

Stratos Wealth Partners, Ltd

Justine Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and UBS Financial Services. She serves as a board member for the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Samuel L

Series 63, Series 65

Akron, OH

Stratos Wealth Partners, Ltd

Samuel Lupica is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has prior experience at LPL Financial and Wells Fargo Clearing. Outside of advising, he is involved in an e-commerce business operated jointly with his spouse. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, access to model portfolios and third-party managers, and retirement plan consulting through a network of investment adviser representatives using a range of platforms and strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Kevin F

CFP®, Series 63

Akron, OH

Stratos Wealth Partners, Ltd

Kevin Friday is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and also serves as president and owner of Centre for Financial and Retirement Planning, a financial planning and asset management firm he founded. He has worked in financial planning since 1993. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Jeffrey D

ChFC®, Series 63, Series 65

Akron, OH

Stratos Wealth Partners, Ltd

Jeffrey Daniels is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in life insurance, annuities, and long-term care insurance sales. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model portfolios, sub-advisory services, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Gary H

CFP®, Series 66

Akron, OH

Stratos Wealth Partners, Ltd

Gary Hannah is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor with Stratos Wealth Partners, Ltd and LPL Financial LLC, having previously worked at firms including American Portfolio Financial Services, Inc., Peak Wealth Solutions, and Mass Mutual. Hannah is based in Akron, OH. Stratos Wealth Partners serves a broad range of clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Dennis M

CFP®, Series 63

Akron, OH

Stratos Wealth Partners, Ltd

Dennis Marvin is a CFP® certificant with 38 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2026, and also operates Marvin Wealth Management. His prior experience includes a long tenure at LPL Financial beginning in 1997. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing financial planning, advisor-managed programs, and retirement consulting through a broad network of investment adviser representatives. The firm employs a combination of proprietary and third-party strategies alongside active portfolio management across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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