Thomas Schmidt Sr. is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2022. His prior experience includes roles at AVL/Wealthcare, LLC, Velocity Business Advisors, and Heritage Financial Group. Outside of his advisory work, Schmidt is involved in business consulting and tax preparation through non-investment-related activities. 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, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions using an open-architecture platform and multiple third-party managers.

Kimberly Marmalich is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 credential and three years of industry experience. She is also a partner and CPA at Alexander, Van Loon, Sloan, Levens & Farve PLLC, where she has worked for over two decades. Stratos Wealth Partners 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 investment advisory and planning services through an IAR-driven, open-architecture model integrating multiple third-party platforms and managers.