A complete list of active advisors currently associated with Stratos Wealth Advisors LLC

Warmer can help you find a great advisor at Stratos Wealth Advisors LLC or one who fits your needs even better.

Stratos Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, retirement plans, not‑for‑profits, corporations and institutional clients, providing financial planning and portfolio management through advisor‑managed wrap and non‑wrap programs, third‑party investment adviser (TPIA) platforms, and outsourced CIO solutions. It also offers subscription and hourly financial planning, insurance consulting via a DPL platform, and participant/held‑away account services for employer‑sponsored plans. Investment advice is delivered through a network of independent contractor IARs (with a limited employee IAR program) who construct customized portfolios or implement model portfolios based on client goals, risk tolerance and time horizon, and who may be granted discretionary authority for day‑to‑day management. IARs routinely use third‑party managers, model platforms and unified managed account overlays available through custodians and aggregators such as Fidelity, Schwab, Envestnet and SEI’s Independent Advisor Solutions, and have access to alternative investments via the SEI Access Marketplace and its Select List. What distinguishes Stratos is its common ownership with SEI‑affiliated businesses following the December 3, 2025 indirect acquisition, which gives the firm integrated access to SEI Investment Management Corporation (SIMC) as an affiliated subadviser and to SEI Private Trust Company (SPTC) custody and cash sweep services. These affiliations and platform integrations (including the SEI Integrated Cash Program and Select List access) are disclosed by the firm and can affect custody status, available cash management options and the use of affiliated funds or services, considerations clients should review when evaluating Stratos’ programs.

To learn more about the advisors currently working at Stratos Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
William Baker profile photo William Baker
Wexford, PA
23
Andrew Bessette profile photo Andrew Bessette
Reno, NV
4
Carla Bessette profile photo Carla Bessette
Reno, NV
25
Peter Bessette profile photo Peter Bessette
Reno, NV
40
Eric Biddle profile photo Eric Biddle
Dublin, OH
12
Kenneth Bielejeski profile photo Kenneth Bielejeski
Roseville, CA
29
Jennifer Brennan profile photo Jennifer Brennan
Rockland, MA
24
Erich Brenner profile photo Erich Brenner
Reno, NV
8
Scott Buell profile photo Scott Buell
Franklin, TN
21
Aura Carmi profile photo Aura Carmi
Westlake Village, CA
26
James Conley profile photo James Conley
Canton, OH
3
Kevin Dufault profile photo Kevin Dufault
Rockland, MA
11
Timothy Duggan profile photo Timothy Duggan
Rockland, MA
8
Daniel Falcone profile photo Daniel Falcone
Rockland, MA
4
Michael Feller profile photo Michael Feller
Evansville, IN
28
Jarrett Felton profile photo Jarrett Felton
Rochester, NY
21
Nathan Ferrante profile photo Nathan Ferrante
Roseville, CA
3
Eric Fessler profile photo Eric Fessler
Cincinnati, OH
0
Brian Fowles profile photo Brian Fowles
Westlake, OH
26
Richard Geiger profile photo Richard Geiger
Hudson, OH
28
Kenneth Gimbel profile photo Kenneth Gimbel
Kennebunkport, ME
15
Mitchell Hamer profile photo Mitchell Hamer
Northbrook, IL
11
Robert Hamer profile photo Robert Hamer
Northbrook, IL
24
Erik Harpsoe profile photo Erik Harpsoe
Lakewood Ranch, FL
22
Jason Hostetler profile photo Jason Hostetler
Canton, OH
21
Carson Kiley profile photo Carson Kiley
Cincinnati, OH
0
Christopher Kiley profile photo Christopher Kiley
Cincinnati, OH
24
Daniel Kiley profile photo Daniel Kiley
Cincinnati, OH
19
Jake Kosmala profile photo Jake Kosmala
Brentwood, TN
1
Jan Kowal profile photo Jan Kowal
Fairfax, VA
39
Jason Kowal profile photo Jason Kowal
Fairfax, VA
11
Thomas Le Roy profile photo Thomas Le Roy
Rochester, NY
4
Russell Long profile photo Russell Long
Dublin, OH
6
Michael Ma profile photo Michael Ma
Las Vegas, NV
23
Haad Majied profile photo Haad Majied
Mint Hill, NC
18
Daryl Marsden profile photo Daryl Marsden
Rockland, MA
2
Tina Migge profile photo Tina Migge
Canton, OH
26
Andrew Mikovch profile photo Andrew Mikovch
Cincinnati, OH
5
Kevin Millard profile photo Kevin Millard
Philadelphia, PA
17
Jeffrey Mucci profile photo Jeffrey Mucci
Franklin, TN
21
Richard Nilsen profile photo Richard Nilsen
Alexandria, VA
24
Ryan Paugh profile photo Ryan Paugh
Las Vegas, NV
21
James Picolo profile photo James Picolo
Dublin, OH
24
Karyn Pistone profile photo Karyn Pistone
Pepper Pike, OH
43
Malcolm Polley profile photo Malcolm Polley
Indiana, PA
12
Anthony Pratt profile photo Anthony Pratt
Wexford, PA
26
Aaron Reed profile photo Aaron Reed
Cincinnati, OH
31
Daniel Roberts profile photo Daniel Roberts
Reno, NV
25
Trael Robertson profile photo Trael Robertson
Franklin, TN
0
Mark Roman profile photo Mark Roman
Rockland, MA
31
Gayle Rosewell profile photo Gayle Rosewell
Rockland, MA
28
Alyson Schafer profile photo Alyson Schafer
Reno, NV
5
Andrew Shamy profile photo Andrew Shamy
Philadelphia, PA
10
Andrew Smith profile photo Andrew Smith
Dublin, OH
13
Dayna Smith profile photo Dayna Smith
Pepper Pike, OH
5
Vincent Sobocinski Jr. profile photo Vincent Sobocinski Jr.
Cincinnati, OH
5
Henry Spain profile photo Henry Spain
Pepper Pike, OH
51
Eric Susi profile photo Eric Susi
Dublin, OH
18
Kate Sweetman profile photo Kate Sweetman
Westlake Village, CA
11
Joseph Swiderski profile photo Joseph Swiderski
Beachwood, OH
4
Ronald Taraborrelli profile photo Ronald Taraborrelli
Marlton, NJ
29
David Taucher profile photo David Taucher
Pepper Pike, OH
21
Linda Tekavec profile photo Linda Tekavec
Pepper Pike, OH
16
John Toth profile photo John Toth
Beachwood, OH
19
Pierre Villere II profile photo Pierre Villere II
Metairie, LA
9
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