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Michael M

Series 63, Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Michael Mays is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Clearing before joining Stratos Wealth Partners and LPL Financial in 2013. Outside of investment advisory, he serves as Treasurer and 50% shareholder of JSMD Wealth Management, Inc. 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 wrap and non-wrap programs, 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.

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

Series 63, Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Jennifer Hart is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Her prior work includes roles at LPL Financial, LLC, Morgan Stanley, and Citigroup Global Markets. 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 who provide both discretionary and non-discretionary portfolio management.

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

Series 66

San Diego, CA

Stratos Wealth Partners, Ltd

Evan Cohen is a financial advisor at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Morgan Stanley. Cohen is based in San Diego, CA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering a range of services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians and platforms.

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

Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Halle Hewitt is a financial advisor at Stratos Wealth Partners, Ltd with Series 65 credentials and one year of industry experience. Her prior roles include positions at WCG Wealth Advisors, LLC, Fides Wealth Strategies Group, and various non-financial roles including in education and hospitality. She has been involved with the YMCA San Diego and San Diego State University during the past several years. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account management.

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

Series 63, Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Rachel Dennenberg is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. She is also the owner of Dennenberg Consulting Inc, a business entity for tax and investment purposes. Stratos Wealth Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers 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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James P

CFP®, ChFC®, Series 63

San Diego, CA

Stratos Wealth Partners, Ltd

James Pierik is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd. since 2013 and has a long tenure with LPL Financial, LLC, dating back to 1993. Based in San Diego, he is also licensed to conduct sales and services of fixed insurance products. 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, and retirement plan consulting, utilizing a broad network of investment adviser representatives and combining individualized asset allocation with access to 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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Thomas S

CFP®, Series 63

San Diego, CA

Stratos Wealth Partners, Ltd

Thomas Strohl is a CFP®-designated financial advisor with 40 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2013 and has prior work experience at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Based in San Diego, CA, he is affiliated with both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, delivering services 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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Savanna S

Series 63, Series 66

San Diego, CA

Stratos Wealth Partners, Ltd

Savanna Steed is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, OSAIC, Triad Advisors, and Key Investment Services. 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 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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Robert L

Series 63, Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Robert Leach is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes positions at Wells Fargo Investments and Wells Fargo Clearing prior to joining Stratos Wealth Partners in 2015. 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 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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