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Emile K

CFP®, Series 63

Gulfport, MS

Stratos Wealth Partners, Ltd

Emile Koury Jr. is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at Hancock Investment Services, Inc. and Hancock Bank. Koury operates through Stratos Wealth Partners, an independent investment advisory firm. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform with an open-architecture approach, supporting both advisor-managed and model-based portfolios across multiple custodians and utilizing affiliated and unaffiliated sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Ethan S

Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

Ethan Smith is a financial advisor with Stratos Wealth Partners, Ltd. in Gulfport, MS, holding a Series 66 designation and 18 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017, and previously at Hancock Investment Services, Inc. from 2009 to 2017. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an emphasis on active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Brett W

Series 63, Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Brett Walker is a financial advisor at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2017, following seven years at Hancock Investment Services, Inc. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture Strategic Wealth Management platform. The firm emphasizes active monitoring, asset allocation across multiple custodians, and uses both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Paul S

Series 66, Series 63

Gulfport, MS

Stratos Wealth Partners, Ltd

Paul Sala Jr. is a financial advisor with Stratos Wealth Partners, Ltd. and LPL Financial, holding Series 66 and Series 63 licenses. He has 11 years of industry experience, all with his current firms since 2015. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers a range of advisor-managed and model-based investment strategies under an open-architecture platform, providing personalized asset allocation and discretionary or non-discretionary account management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Frank V

Series 63, Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Frank Van Kirk Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2014. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a mix of affiliated and third-party sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Stephen B

CFP®, Series 63, Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

Stephen Byrne is a CFP® with over 42 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd and has a long tenure at LPL Financial dating back to 2007. Byrne is also involved in writing life, disability, and fixed annuity insurance products with several companies. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Frank V

Series 63, Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Frank Van Kirk III is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2014. Van Kirk also serves as a trustee for multiple trusts, a role separate from his investment advisory activities. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform with an open-architecture approach that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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James L

Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

James Luffey is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Apple Guerin Company, and The Dock. He also has experience related to Louisiana State University and the Pass Christian Yacht Club. Stratos Wealth Partners provides advisory services to a broad client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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