Strata Wealth Advisors, LLC

Mark Whidby is a CFA® charterholder with 22 years of industry experience. He has been with Strata Wealth Advisors, LLC since 2022 and previously worked at Lee Financial Company and Commerce Street Capital LLC. Strata Wealth Advisors provides investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach using a range of asset classes and third-party platforms, serving over 260 clients through a team of nine advisors.

Dusty Wallace is a CFP® and Series 65-registered financial advisor with 21 years of industry experience. He has worked at Strata Wealth Advisors, LLC since 2021 and previously at True North Advisors LLC and Lee Financial Company. Outside of his advisory role, he is listed as a manager of a holding company, ACI Bears & Beyond Holding, LLC, with no active duties. Strata Wealth Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm employs a range of investment strategies, including direct indexing and third-party platforms, and serves approximately 263 client relationships with a team of nine advisors.

Vyoma Patel is a financial advisor at Strata Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Mutual Securities, Inc. and Lincoln Financial Advisors Corporation. Patel is also an independent insurance agent, assisting clients with life, disability, and long-term care insurance matters. Strata Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by ongoing monitoring and rebalancing.

Benjamin Philips is a CFP® with two years of industry experience, currently serving as an advisor at Strata Wealth Advisors, LLC. Prior to joining Strata, he worked at Southern Methodist University, Charles Schwab & Co., Inc., and Apple. He owns and manages rental properties in Sunnyvale, TX, outside of his advisory role. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm’s investment programs include a range of asset classes and utilize third-party platforms and sub-advisors to support tax-efficient strategies and portfolio management.

Amanda Sasko is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Strata Wealth Advisors, LLC. She has two years of industry experience, with prior roles at Exencial Wealth Advisors, True North Advisors, and Hedgefield Wealth. Strata Wealth Advisors is a team-based firm managing over $927 million in assets, offering investment management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes diverse asset classes and utilizes technology platforms for client reporting and account management.

Abigail Caldwell is a CFP® professional with five years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2020. Prior to joining Strata, she worked at Carter Financial Management from 2018 to 2020 and was employed at Texas A&M University from 2014 to 2018. Strata Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm’s investment approach includes tailored portfolios with a range of asset classes and employs technology and third-party platforms to support tax efficiency and client reporting.

Kenneth Painter is a CFP® professional with 24 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of financial advising, he is president of Education Without Borders, a charity focused on educational projects for underprivileged individuals. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by technology platforms and sub-advisors.

Jeremy Curtis is a CFP® professional with five years of industry experience, currently serving as an advisor at Strata Wealth Advisors, LLC. His prior roles include positions at Guardian Life Insurance Company, The Curtis Law Firm, PLLC, Lightstone Wealth Planning Solutions, LLC, Avidian Wealth Solutions, and New York Life Insurance Company. Strata Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and retirement plans. The firm serves approximately 263 client relationships with a team of nine advisors and manages over $927 million in regulatory assets.

Brandon Cumba is a CFP® professional with 13 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. Prior to joining Strata, he worked at Lincoln Financial Advisors for three years. Outside of his advisory role, he is also a licensed independent insurance agent. Strata Wealth Advisors provides investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes diverse asset allocations, ongoing portfolio monitoring, and the use of third-party platforms for client reporting and held-away account management.