Carmelito Olaes Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously spent seven years with Merrill. He is also licensed in real estate and passed the exam to sell family property at a reduced commission. Stratos Wealth Partners 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 institutions, offering a range of financial planning and investment management services through an open-architecture model that integrates multiple third-party platforms and managers.

Rita Maher is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 63 designation and has 19 years of industry experience. Maher has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Outside of her advisory role, she owns and operates a general contracting business. 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 investment management and financial planning services through an open-architecture platform integrating multiple third-party providers.

Richard Maloyan is a Series 66-credentialed advisor with 24 years of industry experience, currently with Stratos Wealth Partners, Ltd since 2010. Prior to this, he worked at Merrill from 2003 to 2010. He also serves as a registered representative at LPL Financial and operates Rick Maloyan LLC, a DBA entity related to his LPL business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with roughly 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, delivering services through affiliated and independent investment adviser representatives with a focus on customized portfolio management and an open-architecture platform integrating multiple third-party managers.

Vincent Donato III is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and four years of industry experience. His career includes roles at LPL Financial, Key Investment Services LLC, and Northwestern Mutual. He also provides administrative support to Stratos Wealth Partners as part of a registered investment advisor hybrid business activity. 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach with access to multiple third-party platforms and customized portfolio management.

Cheryl Nodge is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, OH, holding a Series 66 designation and 21 years of industry experience. She has previously worked at Key Investment Services LLC, KeyBanc Capital Markets Inc., and H.C. Meyer, Inc. Stratos Wealth Partners 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, using an open-architecture approach that integrates multiple third-party platforms and offers customized portfolio management and various planning services.

Terrence McKelvey is a ChFC®-credentialed financial advisor with 15 years of industry experience, currently with Stratos Wealth Partners, Ltd, where he has worked since 2016. His prior experience includes roles at The Mutual Fund Store and Merrill. Outside of finance, he is involved in acting and owns a related business in North Hollywood, California. Stratos Wealth Partners 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 through independent and affiliated advisors using an open-architecture platform that integrates multiple third-party investment managers.

Nicholas Meyer is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and John Ertz. Stratos Wealth Partners is an SEC-registered enterprise advisory firm 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 open-architecture investment approach and offers various programs such as advisor-managed portfolios, financial planning, and outsourced CIO solutions.

Michael Zembala is a financial advisor at Stratos Wealth Partners, Ltd with 44 years of industry experience. He has been with Stratos Wealth Partners since 2010 and was previously affiliated with LPL Financial and Osaic FA, Inc. Outside of his advisory role, he is licensed to conduct sales and servicing of various fixed insurance products. 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 wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture, IAR-driven model that integrates multiple third-party platforms and managers to provide customized portfolio management aligned with client goals.

William Garten is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Stratos Wealth Partners since 2011 and previously held positions at LPL Financial, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, Garten is a published poet with five books released through an independent publisher and serves as CEO of Garten Financial Group and Garten Marketing LLC. 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 a range of services such as portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions. Their open-architecture investment approach integrates multiple platforms and managers to customize portfolios aligned with client goals.

Sherri Kitzberger is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She holds a Series 66 designation and has been affiliated with Stratos Wealth Partners and LPL Financial since 2012. Kitzberger is also involved in the sale and service of fixed insurance products, including fixed annuities and various types of life and health insurance. 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, employing an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers to deliver customized and actively monitored portfolio solutions.

William Romano is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2026. Prior to his financial career, he spent over 30 years with the Medina and City of Akron Fire Departments. 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 wide range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers and services.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, Ohio, holding a Series 66 designation and seven years of industry experience. He has worked with Stratos Wealth Partners since 2019 and has prior experience at LPL Financial dating back to 2017. Kowall also operates Kowall & Company, providing tax preparation and accounting 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 institutional clients, offering customized portfolio management and open-architecture solutions that integrate multiple third-party platforms and managers.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes a decade at Key Investment Services LLC and five years at LPL Financial. Stratos Wealth Partners 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 from financial planning to outsourced CIO solutions through an open-architecture model that integrates multiple third-party platforms and managers.

Joseph Pearl is a CFP®-designated financial advisor with eight years of industry experience, currently with Stratos Wealth Partners, Ltd. and LPL Financial LLC since 2025. Before joining Stratos, he spent seven years at Northwestern Mutual in various roles. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm 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, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Mc Kayla Davis is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. She holds a Series 66 designation and has worked at Stratos Wealth Partners, LPL Financial LLC, and previously held positions outside of financial services in food and hospitality businesses. 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 other institutional clients, employing an open-architecture approach that integrates multiple third-party platforms and managers to provide customized portfolio management and specialized planning services.

Milan Markovic is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been with Stratos since 2026. His prior work experience includes roles at Stratos Investment Management, LLC and various positions outside the financial industry, such as at Normandy High School and Cleveland State University. 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 customized portfolio management through an open-architecture platform that integrates multiple third-party managers.

Jordan Bitterman is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at LPL Financial and PNC Investments. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a broad range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutional investors. The firm operates an open-architecture model, leveraging multiple third-party platforms and managers to provide discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Lauren Coverdale is a financial advisor at Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at LPL Financial LLC and has also held positions outside the financial sector, including at Sherwin Williams and Breakwall BBQ. 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, using an open-architecture investment approach and offering customized portfolio management alongside a range of financial planning and outsourced CIO solutions.

Ryan Thibault is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments, LLC, as well as LPL Financial. Prior to his financial services career, he worked in the hospitality industry. 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 wide range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment platform with both discretionary and non-discretionary portfolio management.

Eric Beahn is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at LPL Financial, PNC Wealth Management, and Amfin Investment Services. Beahn also has an operational and compliance role with Stratos Wealth Advisors, LLC. 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, delivering a range of advisory services through independent and affiliated representatives using an open-architecture investment approach.

Richard Juarbe is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and over 26 years of industry experience. He previously worked at The Prudential Insurance Company of America and LPL Financial. Juarbe is also a commissioned notary public in the state of Ohio. 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 including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach with discretionary and non-discretionary portfolio management and integrates multiple third-party platforms and managers.

Jamie Turk is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at ProEquities, Inc. and Osaic FA, Inc. He also operates Jamie Turk Inc., a business used for tax and investment purposes. Stratos Wealth Partners, Ltd. 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 institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an IAR-driven, open-architecture model integrating multiple investment platforms and managers.

Adam Pollack is a financial advisor with Stratos Wealth Partners, Ltd., holding 12 years of industry experience. He has worked at Stratos Wealth Partners since 2014 and at LPL Financial since 2013. His prior experience includes a role at Advanced Wound Concepts Inc. from 2010 to 2019. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach, integrating multiple third-party platforms and managers, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Ryan Patton is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Key Investment Services. Outside of advisory work, he is involved with North Star Appraisal Solutions, an appraisal services business. Stratos Wealth Partners 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 institutional clients, offering a range of advisory solutions through an open-architecture platform that integrates multiple third-party managers and overlays tailored portfolio management to client goals.

Christopher Radzinski is a financial advisor with Stratos Wealth Partners, Ltd., holding 13 years of industry experience. He has been with Stratos Wealth Partners since 2014 and is also affiliated with LPL Financial. Stratos Wealth Partners 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 a range of advisory and portfolio management services through an open-architecture platform integrating multiple third-party managers.

David Albin is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial LLC and Independent Financial Group, LLC. Outside of his advisory role, he is involved with several non-investment related ventures including authorship and technology 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture model integrating multiple third-party platforms and sub-advisors, with a focus on customized portfolio management aligned to client goals.

John Brown is a financial advisor at Stratos Wealth Partners, Ltd. based in Beachwood, OH, with 14 years of industry experience. He holds a Series 63 credential and previously operated John D. Brown CPA, Inc. for nine years. Brown also manages a closely held entity for tax and investment purposes outside of his advisory role. 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 advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers and specialized portfolio features.

Nancy Andrefsky is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She has been affiliated with LPL Financial since 2012 and with Stratos Wealth Partners since 2008. 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 broad mix of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, IAR-driven model that incorporates multiple third-party platforms and managers.

Wes Hawkins is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has 11 years of industry experience. His prior roles include positions at Sikich Financial and BCG Wealth Advisors. 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, using an independent advisor model paired with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Travis Smythe is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at firms including Capital One and Hamilton Financial Partners. Outside of his advisory roles, he is involved with Tulsa Oktoberfest, a non-investment-related activity. 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 wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture investment approach.

Samer Hilal is a financial advisor at Stratos Wealth Partners, Ltd with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley. Hilal operates through Stratos Wealth Partners and LPL Financial. 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 services such as financial planning, advisor-managed portfolios, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Kent Mosher is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 27 years of industry experience. He has worked at Stratos since 2010 and previously at LPL Financial and Osaic FA, Inc. Mosher is also an author, having published a book in 2024. 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 broad mix of individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture approach with multiple third-party platforms and discretionary and non-discretionary portfolio management.

Douglas Burns is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Key Investment Services LLC and KeyBanc Capital Markets Inc. Burns is currently affiliated with Stratos Wealth Partners and LPL Financial. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients through independent investment adviser representatives, offering customized portfolio management and financial planning with an open-architecture platform integrating multiple third-party managers.

Jason Cohen is a CFP® with 17 years of industry experience. He has been an advisor at Stratos Wealth Partners, Ltd since 2014 and is also affiliated with LPL Financial, LLC. 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, employing an open-architecture investment approach with customized portfolio management and integration of multiple third-party platforms and managers.

Mindy Qua is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 designations and has 26 years of industry experience. Her prior firms include LPL Financial LLC, McDonald Partners LLC, UBS Financial Services, and KeyBanc Capital Markets Inc. Qua serves as a board member for Valley Lutheran Church in Chagrin Falls, Ohio. Stratos Wealth Partners 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 customized investment management and financial planning through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.

Kathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd. in Beachwood, Ohio, holding 18 years of industry experience. She has worked at LPL Financial, LLC and CBIZ Financial Solutions in various roles since 2012. 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 uses an open-architecture, IAR-driven model offering discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and managers.

Kevin Obrien is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior firms include Morgan Stanley, UBS Financial Services, and Merrill. He is admitted to practice law in Ohio, although his bar status is currently inactive. 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 institutions, and utilizes an open-architecture investment approach with discretionary and non-discretionary portfolio management.

Scott Kinsell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010 and previously worked at Morgan Stanley from 2001 to 2010. Stratos Wealth Partners 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, employing an open-architecture model that integrates multiple third-party platforms and managers to deliver customized portfolio management and planning services.

Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 17 years of industry experience. He has worked at Stratos and LPL Financial since 2011 and previously spent two years with Morgan Stanley. In addition to his advisory role, he provides 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, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture investment approach with both discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and sub-advisors to deliver customized investment solutions.

Jeffrey Concepcion is a financial advisor at Stratos Wealth Partners, Ltd with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and Stratos Investment Management. Outside of his advisory role, Concepcion is involved with Cooper's Cruise and Charters, LLC, which operates boat charter activities. 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 investment management and financial planning services through an open-architecture platform featuring multiple third-party managers and customized portfolio solutions.