Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Barbara M

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Barbara Meola is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Stratos Wealth Partners, LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. She is also the owner of Meola Consulting, a non-investment-related business. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm’s model is advisor-driven, offering discretionary and non-discretionary portfolio management through an open-architecture platform integrating multiple third-party managers and providing a range of financial planning and outsourced CIO solutions.

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
user avatar
firm logo

Thomas S

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Thomas Seifert is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 47 years of industry experience. His prior roles include positions at Oppenheimer & Co., Waddell & Reed, and Piper Sandler & Co. He currently provides investment advisory services through Stratos Wealth Partners. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and includes financial planning and outsourced CIO solutions.

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
user avatar
firm logo

Asha J

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Asha Jain is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2016 and was previously with Wells Fargo Clearing from 2000 to 2016. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through independent and affiliated advisors with a focus on customized portfolio management and 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
user avatar
firm logo

Erica G

CFP®, Series 63

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Erica Gargol is a CFP®-credentialed financial advisor with 24 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2016 and LPL Financial since 2003. She operates out of Scottsdale, AZ. Outside of her advisory roles, she is a certified notary public. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model, offering discretionary and non-discretionary portfolio management through a range of programs and an open-architecture platform integrating multiple third-party 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
user avatar
firm logo

Barbara M

Series 63, Series 66

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Barbara Marquis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2020 and previously held positions at LPL Financial, Wells Fargo Clearing, and UBS Financial Services. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, providing customized portfolio management through an open-architecture platform that integrates multiple third-party managers and offers specialized services such as tax management and niche planning.

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
user avatar
firm logo

Elizabeth M

Series 66

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Elizabeth Mahoney is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with Stratos Wealth Partners and LPL Financial since 2016, and previously was with Wells Fargo Clearing from 2012 to 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from advisor-managed programs to outsourced CIO solutions, utilizing an open-architecture platform that integrates multiple third-party 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
user avatar
firm logo

Christopher P

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Christopher Popkey is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2016 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he is involved in guest services for the Green Bay Packers. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisor relationships, customized portfolio management, and an open-architecture approach integrating multiple third-party managers and platforms.

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
user avatar
firm logo

Tonette E

Series 63, Series 66

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Tonette Echols is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing. She has been with Stratos Wealth Partners and LPL Financial since 2014. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor-driven portfolio management using an open-architecture 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
user avatar
firm logo

John N

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

John Nilson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His background includes multiple roles at LPL Financial, Uvest Financial Services Group, and Webster Investment Services. Nilson currently works in Scottsdale, AZ. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through a model combining independent contractor advisors and a variety of portfolio management solutions, employing an open-architecture approach with multiple third-party platforms and sub-advisors.

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
user avatar
firm logo

Stacey B

Series 66

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Stacey Bendfelt is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2020 to 2026. Outside of her advisory role, she is a partner in Tukwila Tiny Houses, managing rental leases and payments for a small portfolio of rental units. Stratos Wealth Partners is an SEC-registered enterprise advisory firm serving a broad range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutions. The firm employs an open-architecture investment approach supported by affiliated and third-party managers, offering services such as discretionary portfolio management, financial planning, and outsourced CIO solutions.

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
user avatar
firm logo

John N

Series 63, Series 66

Scottsdale, AZ

Stratos Wealth Partners, Ltd

John Nielsen is a financial advisor at Stratos Wealth Partners, Ltd with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Wells Fargo Clearing and Merrill. He is based in Scottsdale, AZ. 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 a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a range of financial planning and outsourced CIO solutions through an open-architecture platform.

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
user avatar
firm logo

Mark W

Series 63, Series 65, Series 66

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Mark Willets is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63, 65, and 66 licenses and has 33 years of industry experience. His prior career includes roles at Merrill, Bank of America, and LPL Financial LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model, offering customized portfolio management through multiple third-party platforms and managers, alongside financial planning and outsourced CIO solutions.

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
user avatar
firm logo

Bruce L

CFP®, Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Bruce Lindvig is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd in Scottsdale, AZ since 2017. His previous roles include positions at LPL Financial, Wells Fargo Clearing, and UBS Financial Services. He also serves as a FINRA arbitrator, a role he has held since 1987. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutions through an IAR-driven model that offers discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions, utilizing an open-architecture approach that integrates 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
user avatar
firm logo

Kerina G

Series 66

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Kerina Graham is a financial advisor with Stratos Wealth Partners, Ltd. She holds the Series 66 designation and has 20 years of industry experience. Her prior experience includes roles at Merrill and Banc of America Investment Services. Outside of her advisory work, she is involved with Arizona Casino Party, a nonprofit organization that raises money through non-cash casino events. Stratos Wealth Partners 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 institutional clients, using an IAR-driven model with open-architecture portfolio management that integrates 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
user avatar
firm logo

Henry E

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Henry Eversole III is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior experience includes roles at LPL Financial LLC, RBC Capital Markets, LLC, and Morgan Stanley. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an independent advisor-driven model with an open-architecture investment approach that integrates 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
user avatar
firm logo

Teresa H

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Teresa Haire is a financial advisor at Stratos Wealth Partners, Ltd. based in Scottsdale, AZ, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stratos Wealth Partners and LPL Financial since 2016, following five years at Wells Fargo Clearing. She is also a commissioned Notary Public in Arizona. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform.

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
user avatar
firm logo

Marcia R

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Marcia Ramos is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at LPL Financial and Wells Fargo Clearing. Ramos also maintains a notary commission in Arizona. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm 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 institutional clients, offering comprehensive investment management and financial planning through an open-architecture model that integrates 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
user avatar
firm logo

Jeffrey R

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Jeffrey Romero is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes positions at LPL Financial, Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. He serves on the board of the New Mexico Philharmonic, a nonprofit organization. Stratos Wealth Partners is an SEC-registered enterprise adviser 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 institutional clients, offering a range of customized investment management and financial planning services through an open-architecture platform.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)