Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 63 designation and has 14 years of industry experience. His career includes nine years at LPL Financial, LLC, concurrent with his time at Stratos Wealth Partners. 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 broad range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through independent and affiliated advisers using an open-architecture investment approach with active portfolio management.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2022 and previously spent 12 years at TIAA-CREF. He serves on the board of the nonprofit Mt Olivet Cemetery. 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 employs an open-architecture model with affiliated and third-party platforms, offering discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.