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James B

CFP®, Series 63

Santa Monica, CA

Stratos Wealth Partners, Ltd

James Boyd is a CFP® with 39 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has held prior roles at LPL Financial and National Planning Corporation and has operated Boyd Financial Planning since 1984. Outside of advising, he is involved in tax preparation through a side business, SASSY COUTURE. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions with an open-architecture investment approach.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Craig M

Series 66

Santa Monica, CA

Stratos Wealth Partners, Ltd

Craig Macomber is a financial advisor with Stratos Wealth Partners, Ltd in Santa Monica, CA, holding a Series 66 credential and 19 years of industry experience. He has worked at Stratos Wealth Partners since 2013 and previously at LPL Financial and Merrill. Outside his advisory role, Macomber is part owner of a startup involved in general management and sales team training. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals—including high-net-worth clients—as well as retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisor representatives and an open-architecture investment approach integrating multiple third-party platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Nina H

CFP®, Series 66

Santa Monica, CA

Stratos Wealth Partners, Ltd

Nina Hajjar is a financial advisor with Stratos Wealth Partners, Ltd. in Santa Monica, CA, holding CFP® and Series 66 credentials. She has 19 years of industry experience, including prior roles at LPL Financial and Chase Investment Services Corp. Hajjar also sells fixed insurance products alongside her advisory work. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with roughly 379 advisors serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture approach and offers discretionary and non-discretionary portfolio management through a network of independent investment adviser representatives.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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