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Emile K

CFP®, Series 63

Gulfport, MS

Stratos Wealth Partners, Ltd

Emile Koury Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has held advisory roles at LPL Financial and Hancock Investment Services, Inc. Prior to his current position, he worked at Hancock Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm 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 open-architecture platform that incorporates multiple third-party managers and a range of financial planning services.

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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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 previously worked at Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. from 2009 to 2017. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advising a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with open architecture, integrating multiple third-party platforms and managers to offer customized portfolio management, financial planning, 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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Brett W

Series 63, Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Brett Walker is a financial advisor with Stratos Wealth Partners, Ltd in Gulfport, MS, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked with Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. prior to joining Stratos and LPL Financial in 2017. 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 financial planning, advisor-managed programs, and outsourced CIO solutions through an IAR-driven, open-architecture platform that integrates multiple third-party managers and includes tax-management and overlay features.

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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Paul S

Series 63, Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

Paul Sala Jr. is a financial advisor at Stratos Wealth Partners, Ltd. based in Gulfport, MS, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners 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 other institutional clients. The firm employs an independent advisor-driven model with an open-architecture approach, integrating multiple third-party platforms and managers to offer customized portfolio management and financial planning 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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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 previously worked at UBS Financial Services and Stifel before joining Stratos and LPL Financial in 2014. His outside activities include acting in a fiduciary capacity for several family trusts. 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 individuals—including high-net-worth clients—retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach and a model that supports independent advisory representatives with discretionary and non-discretionary portfolio management.

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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Stephen B

CFP®, Series 63, Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

Stephen Byrne is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at LPL Financial for 18 years and at Thompson, Diaz, Baxter and Associates for six years. Byrne is also involved in writing life, disability, and fixed annuity insurance business with various outside insurance companies. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm 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 investment management, financial planning, and outsourced CIO solutions through an open-architecture platform that integrates multiple third-party managers and specialized services.

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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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 licenses and 12 years of industry experience. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2014. Van Kirk serves as a trustee for several family trusts. 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions. Its open-architecture investment approach integrates multiple third-party platforms and managers, including affiliated sub-advisors and major custodians, with a model that supports independent contractors and employees providing discretionary and non-discretionary portfolio management tailored 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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James L

Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

James Luffey is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at LPL Financial and Apple Guerin Company. 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 that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm utilizes an open-architecture investment approach, offering discretionary and non-discretionary portfolio management through a network of affiliated and independent advisors.

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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