Shane Kunz is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Wells Fargo in various capacities from 2006 to 2022. Outside of his advisory role, Kunz is involved with K45 Enterprises LLC, a non-investment-related business entity. Stratos Wealth Partners provides advisory services to a diverse 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 supporting both advisor-managed and model-based portfolios.

Jason Howard is a CFP® with 23 years of industry experience, currently serving at LPL Financial since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved with ZiWiFi Enterprises LLC, a business entity unrelated to investment activities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Chad Horne is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he owns Big Horne Back Country Guiding, an outdoor recreation guiding business. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Joshua Ericksen is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 designation and one year of industry experience. His prior work history includes roles at LPL Financial LLC, Pattern, and Lakeshore Partners LLC. Outside of finance, he has been involved with Utah Youth Soccer for over a decade. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager access, and various financial planning services, operating with an open-architecture investment approach that integrates multiple external platforms and resources.

Mark Fellows is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of advisory work, he is a commissioned notary public in Sandy, Utah. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. 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.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has five years of industry experience. Prior to joining Stratos Wealth Partners, Ltd., Merrill worked at firms including LPL Financial LLC, Cetera, and State Farm. Outside of his advisory work, he is a business owner of Artistry in Motion LLC in Herriman, Utah. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, financial planning services, and retirement plan consulting, operating with an open-architecture approach that integrates various external platforms and tools.