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Kai R

Series 66

Bend, OR

Stratos Wealth Partners, Ltd

Kai Robinson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and four years of industry experience. His prior work includes roles at DA Davidson and LPL Financial LLC. Outside of finance, he is involved in coaching basketball and fitness at the local high school level. 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, employing an open-architecture investment approach through a network of affiliated and independent advisers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Eric M

Series 63, Series 66

Bend, OR

Stratos Wealth Partners, Ltd

Eric Maki is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Stratos Wealth Partners in 2025, he worked at Financial Advocates Investment Management and LPL Financial. Outside of advisory roles, he has been involved with Atlas Speech Coaching since 2014. Stratos Wealth Partners is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture, advisor-driven model that integrates multiple third-party platforms and offers discretionary and non-discretionary portfolio management with customized portfolios and active monitoring.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Tyler M

Series 66

Bend, OR

Stratos Wealth Partners, Ltd

Tyler Mackeson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Financial Advocates Investment Management, Strategic Wealth Advisors Group, LPL Financial, and Edward Jones. 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 advisory programs and customized portfolio management through an open-architecture platform.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Karissa O

Series 65

Bend, OR

Stratos Wealth Partners, Ltd

Karissa Olalde is a financial advisor at Stratos Wealth Partners, Ltd with a Series 65 designation and no prior industry experience. Her work history includes roles at Mackeson Advisory and Johnson Benefit Planning, as well as experience outside finance in the restaurant and fitness sectors. 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 range of clients including individuals, retirement plans, corporations, and nonprofits, offering financial planning, portfolio management, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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