Stratos Wealth Partners, Ltd

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets for a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

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.

Chris Jordheim is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 22 years of industry experience. His prior work history includes tenures at LPL Financial, PNC Wealth Management, and Merrill. 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 operates with an open-architecture investment approach, integrating multiple third-party platforms and managers, and delivers services through independent investment adviser representatives who provide discretionary and non-discretionary portfolio management tailored to client goals.

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.

Jay Spector is a CFP® with 19 years of experience in the financial services industry. He currently works at Stratos Wealth Partners, Ltd and LPL Financial, LLC, where he has been since 2017. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo Clearing. Outside of his advisory work, Spector is involved as a swimming official for USA Swimming and AIA Swimming in Arizona and is co-owner of a luxury travel business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and other institutions, using a mostly independent contractor model and an open-architecture investment approach that integrates multiple third-party platforms and managers.

Andrew Atchison is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2025. Prior to that, he held positions at LPL Financial, LLC, Park Community Credit Union, Securities America Advisors, Inc., and Brookstone Capital Management LLC. Stratos Wealth Partners, Ltd. is an enterprise-level SEC-registered 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 through a range of advisory programs and an open-architecture investment platform integrating multiple third-party managers.

Nora Gasparyan is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Royal Alliance Associates, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Bank. Prior to her financial industry career, she was involved in the restaurant business. 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, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture investment platform.

Stephanie Sterling is a financial advisor with Stratos Wealth Partners, Ltd. She holds the ChFC® designation and has 22 years of industry experience. Prior to joining Stratos Wealth Partners in 2018, she worked at Commonwealth Financial Network and Hosler Wealth Management. Sterling is also a licensed notary in the state of Arizona and provides individual tax preparation services. 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, retirement plans, corporations, nonprofits, and other institutions, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture investment approach and integrates multiple platforms and managers to tailor portfolios aligned with client goals.

Bradford Felger is a CFA® charterholder and CPA with six years of industry experience. He is currently an advisor at Stratos Wealth Partners, Ltd. and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ernst & Young, and LPL Financial LLC. Felger also operates Bradford M. Felger, CPA, LLC, which provides tax preparation and accounting services. 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 diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized investment management and financial planning through an open-architecture platform that integrates multiple third-party managers.

Justine Harvey is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and UBS Financial Services. She serves on the board of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. 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 financial planning and investment management solutions through an open-architecture platform.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Metlife Securities, Grove Point Investments, Cetera Advisors, and Legacy Advisory Services. He has worked with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners is an SEC-registered enterprise 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 such as portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

David Neumann is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. He holds a Series 65 designation and has been associated with Piltz, Williams, LaRosa & Company since 2008. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients, delivering services through affiliated and independent adviser representatives using an open-architecture approach that integrates multiple third-party platforms and managers.

Gina Patterson is a CFP® affiliated with Stratos Wealth Partners, Ltd. She has been with Stratos since 2026 and also works with Mackeson Advisory, LLC since 2021. Her background includes roles with nutrition and wellness companies as well as self-employment ventures. 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, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory and portfolio management services through an open-architecture platform.

Daniel Roberts is a Series 65 licensed financial advisor with Stratos Wealth Partners, Ltd. in San Diego, CA, bringing one year of industry experience. His prior roles include positions at Stratos Private Wealth and Ciari Guitars, Inc., as well as academic experience at California Polytechnic University San Luis Obispo. 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, retirement plans, corporations, nonprofits, and institutional clients, utilizing an open-architecture investment approach and offering a range of advisory and portfolio management solutions.

Craig Adams is a financial advisor with Stratos Wealth Partners, Ltd., holding the CFP® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience, including roles at Morgan Stanley and Citigroup Global Markets prior to joining Stratos Wealth Partners and LPL Financial in 2012. Adams is also licensed to sell and service fixed insurance products such as fixed annuities, life, health, and disability insurance. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering discretionary and non-discretionary portfolio management through customized and model portfolios, utilizing an open-architecture platform integrating multiple third-party managers and sub-advisors.