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Andrew A

CFP®, Series 63, Series 65

New Albany, IN

Stratos Wealth Partners, Ltd

Andrew Atchison is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and previously worked with LPL Financial, LLC for over a decade. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, 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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Gregory C

Series 66

New Albany, IN

Stratos Wealth Partners, Ltd

Gregory Cockerel is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2008 before joining Stratos Wealth Partners in 2025. Outside of advisory work, he is affiliated with a CPA program through Monroe Shine & Co., Inc. Stratos Wealth Partners serves a wide range of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to both proprietary and third-party strategies 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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Phillip B

Series 66

New Albany, IN

Stratos Wealth Partners, Ltd

Phillip Beaman is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2008 and joined Stratos Wealth Partners in 2025. Beaman is also involved with PB Squared LLC, a home-based business entity for tax and investment purposes. 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, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using 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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