Hudson, OH First Street Office

Michael Karder is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Candlewood Securities, Headwaters Investment Counsel, and LPL Financial. 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 broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional investors, using an open-architecture investment approach and offering both discretionary and non-discretionary portfolio management.

Edward Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also involved in a home-based settlement consulting 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 other institutional clients. The firm operates an IAR-driven model with an open-architecture investment approach, integrating multiple third-party platforms and managers to provide customized portfolio management and a range of financial planning and outsourced CIO solutions.

James Lupica is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and concurrently with LPL Financial since 2008, following an 11-year tenure at Wells Fargo Clearing. Outside of advisory work, he is president of Lupica Enterprises, a company involved in real estate management. 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 through an independent adviser representative model and an open-architecture investment platform integrating multiple third-party managers.

Liam Guiney is a CFP® professional with 28 years of industry experience. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2016, following roles at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory and portfolio management services through an independent advisor-driven model.

Blake Rawson is a CFP®-designated financial advisor with 30 years of industry experience. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2010 and previously spent 11 years at Merrill. Outside of his advisory work, he owns a plane which he rents or leases to flight schools. 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 broad mix of individual, retirement plan, corporate, nonprofit, and institutional clients through an open-architecture model that integrates multiple third-party platforms and managers.

Jessica Palmer is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, and Merrill. Palmer operates as an independent investment advisor through Stratos Wealth Partners. Stratos Wealth Partners is an SEC-registered enterprise advisory firm 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 institutional clients, offering customized portfolio management through an open-architecture platform integrating multiple third-party managers.

Frederick Cook is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd., where he has worked since 2013. He has 26 years of industry experience, including prior roles at LPL Financial and KeyBanc Capital Markets Inc. Outside of his advisory role, he holds a notary commission with the State of Ohio. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent investment adviser representatives who provide discretionary and non-discretionary portfolio management using an open-architecture approach with multiple third-party platforms and managers.

Julee Mott is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at LPL Financial, RBC Capital Markets, and Merrill. Mott has been associated with Stratos Wealth Partners and LPL Financial since 2010. 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients—offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and specialized planning services.