Westlake Village, CA Office

Kate Sweetman is a financial advisor at Stratos Wealth Advisors LLC with 12 years of industry experience. She previously worked at LPL Financial for eight years before joining Stratos Wealth Advisors. She holds the Series 63 and Series 65 certifications. In addition to her advisory role, she serves as Practice Manager for A. Carmi Financial, Inc. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients. The firm delivers investment advice through a network of independent advisor representatives using customized and model portfolios, with integrated access to SEI-affiliated investment management and custody services.

Aura Carmi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2024. Prior to joining Stratos, she held advisory roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Stratos Wealth Advisors serves a diverse range of clients, including high-net-worth individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through customized and model portfolios. The firm leverages its affiliation with SEI-affiliated businesses to provide integrated investment management and custody solutions.