James Wells III is a financial advisor with Stratos Wealth Partners, Ltd in Pittsburgh, PA, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, Inc. and Ameriprise. Wells has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Stephanie Boyer is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. She holds a Series 66 designation and has worked at Stratos since 2019 and at LPL Financial since 2016. 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 a combination of proprietary and third-party strategies.

Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Stratos in 2011, she worked at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Pittsburgh, PA. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering 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. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports a variety of account management options and platforms.