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Keith S

Series 63

Columbus, OH

Stratos Wealth Partners, Ltd

Keith Schuss is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He holds the Series 63 designation and has worked at Stratos since 2010. His prior experience includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account 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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Susan W

Series 66

Columbus, OH

Stratos Wealth Partners, Ltd

Susan Wylie is a financial advisor with Stratos Wealth Partners, Ltd. in Columbus, OH, holding a Series 66 designation and 16 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2013, and previously worked at The Huntington Investment Company from 2011 to 2013. Outside of her advisory role, she serves as a notary public and teaches for Plan for Your Tomorrow, Inc. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account 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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Mark O

Series 65

Columbus, OH

Stratos Wealth Partners, Ltd

Mark Obrock is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 credential and eight years of industry experience. He previously worked at Hamilton Capital Management, Inc for one year before joining Stratos in 2018. Outside of Stratos, he serves as Assistant Portfolio Manager at Parkview Partners Capital Management in Columbus, OH. Stratos Wealth Partners serves a diverse client base 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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Judd B

Series 66

Columbus, OH

Stratos Wealth Partners, Ltd

Judd Beam Jr. is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Stratos in 2023, he spent 11 years with Lincoln Financial Advisors Corporation. Stratos Wealth Partners serves a diverse range of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting discretionary and non-discretionary account management across multiple platforms.

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

Series 63

Columbus, OH

Stratos Wealth Partners, Ltd

John Niermeyer is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH. He holds a Series 63 designation and has 32 years of industry experience, including 13 years at Wells Fargo Clearing and 10 years with both LPL Financial LLC and Stratos Wealth Partners. He is also a licensed attorney and notary public, though he does not currently practice law. Stratos Wealth Partners serves a diverse range of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan 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 platforms and custodians.

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

Series 63, Series 65

Columbus, OH

Stratos Wealth Partners, Ltd

Chandon Simonis is a financial advisor at Stratos Wealth Partners, Ltd in Columbus, OH, holding Series 63 and Series 65 licenses with 10 years of industry experience. Simonis has been with Stratos Wealth Partners since 2016. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed 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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Christopher W

Series 63, Series 65

Columbus, OH

Stratos Wealth Partners, Ltd

Christopher Walling is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Walling is also the author of the book "Financial Strategies for Corporate Executives." Stratos Wealth Partners serves a diverse range of individual and institutional clients, providing financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies across multiple platforms and custodians, and offers a broad array of services from institutional solutions to specialized niche planning.

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

Series 63, Series 65

Columbus, OH

Stratos Wealth Partners, Ltd

Eugene Heflin is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2010, with prior experience at Morgan Stanley and Citigroup Global Markets. Stratos Wealth Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering comprehensive financial planning, portfolio management, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party investment strategies, operating 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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