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Amy G

CFP®, Series 66

Dalton, GA

Stratos Wealth Partners, Ltd

Amy Grammer is a CFP® professional with 15 years of industry experience, currently serving clients through Stratos Wealth Partners, Ltd in Dalton, GA. She has worked at Stratos Wealth Partners and LPL Financial since 2013 and was previously with Wells Fargo Clearing from 2011 to 2013. Outside of her advisory role, Grammer serves on the board of the Whitfield Healthcare Foundation and is CEO of both Lauren's Freeze Dried Treats, LLC and Beavers Media, 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, offering customized portfolio management through an independent adviser-driven model and 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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Mitchell O

Series 66

Dalton, GA

Stratos Wealth Partners, Ltd

Mitchell Oliver is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Stratos Wealth Partners, Ltd. and LPL Financial since 2012 and previously held a position with Wells Fargo Clearing from 2008 to 2012. Outside of his advisory work, he is involved in managing a business that buys and sells heavy equipment. 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 range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, and offers a variety of investment services through an independent advisor-driven model and 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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Matthew O

Series 66

Dalton, GA

Stratos Wealth Partners, Ltd

Matthew Oliver is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 13 years of industry experience. Oliver has been with Stratos Wealth Partners since 2013 and also has a longstanding affiliation with LPL Financial, LLC. Stratos Wealth Partners 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 follows an IAR-driven, open-architecture model integrating multiple third-party platforms and offers a range of advisory and planning services customized to client goals.

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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