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Dylan D

Series 63, Series 65

Fostoria, OH

Stratos Wealth Partners, Ltd

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Stratos Wealth Partners since 2023 and is also associated with LPL Financial and the Financial Design Agency of Ohio. His background includes roles outside financial services, such as positions at Mohawk Golf and Country Club and Alexandria's. 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.

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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Jessica L

Series 63, Series 65

Fostoria, OH

Stratos Wealth Partners, Ltd

Jessica Lucius is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Financial Design Agency of Ohio and 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 other institutional clients, employing an independent advisor model with open-architecture investment solutions.

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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Travis T

Series 63, Series 65

Fostoria, OH

Stratos Wealth Partners, Ltd

Travis Tiell is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 credentials. He has 14 years of industry experience, having worked previously at firms including LPL Financial, Woodbury Financial Services, and SII Investments. Tiell also owned and operated Tiell Tax Service, a tax preparation and accounting business. 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 financial planning 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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