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 LPL Financial, Headwaters Investment Counsel, and Candlewood Securities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture investment approach that integrates various external platforms and tools.

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 been with Stratos Wealth Partners and LPL Financial since 2010. Outside of his advisory role, he is involved with Wilson Settlement Consulting, a home-based business he started in 1983. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

James Lupica is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked with Stratos Wealth Partners since 2010 and has also been associated with LPL Financial since 2008. Outside of his advisory roles, he is president of Lupica Enterprises, a Sub S Corporation involved in real estate management. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.

Liam Guiney is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has been with Stratos and affiliated with LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers a range of advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external tools and managers.

Blake Rawson is a CFP® professional with 29 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has been with Stratos and LPL Financial since 2010. Outside of his advisory work, he owns an aircraft which he rents or leases to flight schools and operates Bourbon-Tracker.com, a website unrelated to investment services. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an open-architecture approach.

Jessica Palmer is a financial advisor with LPL Financial and Stratos Wealth Partners, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 18 years. Palmer provides investment advisory services through Stratos Wealth Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a broad range of investment solutions, combining large-scale advisory operations with insurance, lending, and product distribution capabilities.

Frederick Cook is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 26 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2013. Outside of his advisory role, he is also a notary public in the state of Ohio. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Julee Mott is a financial advisor at Stratos Wealth Partners, Ltd with 20 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2010, concurrently serving at Stratos Wealth Partners. Prior to that, she was with RBC Capital Markets Corporation from 2009 to 2016. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.