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Julia M

Series 66

Lousisville, KY

Stratos Wealth Partners, Ltd

Julia Meredith is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2025 and has a long tenure at LPL Financial dating back to 2000. Meredith is also affiliated with Monroe Shine & Company Inc, a CPA firm where she is involved in tax preparation, audits, consulting, bookkeeping, and payroll services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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S S

Series 66

Louisville, KY

Stratos Wealth Partners, Ltd

S Shaw is a financial advisor with Stratos Wealth Partners, Ltd. in Louisville, KY, holding a Series 66 credential and 26 years of industry experience. He has worked at LPL Financial since 2000 and is also affiliated with Monroe Shine & Company Inc, a CPA firm. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Jeremy F

Series 66

Lousiville, KY

Stratos Wealth Partners, Ltd

Jeremy Finn is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Stratos in 2025, he worked at LPL Financial from 2008 onward. He is affiliated with Monroe Shine & Co., Inc. through a CPA affiliate program. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering services including financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting a large network of investment adviser representatives across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Gregory R

ChFC®, Series 65, Series 63

Louisville, KY

Stratos Wealth Partners, Ltd

Gregory Russell is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Stratos, he worked at Northwestern Mutual Wealth Management Company and LPL Financial. Outside of his advisory role, he works as a sports referee on a part-time basis. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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