Prescott, AZ E Sheldon Office

Team
Updated today
Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Firm-wide stats for Stratos Wealth Partners, Ltd

Total advisors

379

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Stratos Wealth Partners serves a broad mix of individual and institutional clients — including high‑net‑worth individuals, retirement plans, charitable organizations and corporations — and provides financial planning, advisor‑managed wrap and non‑wrap programs, access to model portfolios and third‑party manager solutions, and retirement plan consulting. Services are delivered through a large network of investment adviser representatives (IARs) who offer ongoing portfolio management, financial planning, sub‑advisory relationships and specialized consulting for business and executive clients.

The firm’s advice model combines individualized asset allocation and active monitoring with access to both proprietary and third‑party strategies; IARs may manage accounts on a discretionary or non‑discretionary basis and commonly use platforms and programs from providers such as LPL, Fidelity, Schwab, Envestnet and SEI. Stratos also supports held‑away discretionary management for workplace retirement and other external accounts via the Pontera system and operates both bundled (wrap) and unbundled fee arrangements across multiple custodians.

Distinctive features include a December 2025 majority ownership transaction that placed Stratos under common indirect ownership with SEI‑affiliated entities, providing access to SEI Investment Management Corporation (SIMC) strategies and SEI Private Trust Company (SPTC) custody and cash sweep arrangements; those affiliations, along with an in‑house subadvisor (Stratos Investment Management) and programs that allow some IARs to become employees, create specific operational relationships and potential conflicts the firm discloses and manages. The firm’s enterprise scale and its range of offerings — from OCIO and institutional solutions to niche services such as sports and entertainment and executive planning — differentiate its platform from many smaller advisory firms.

Based on Stratos Wealth Partners, Ltd

Expertise

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy

Based on Stratos Wealth Partners, Ltd

Occupation focus

Executive Founder/Business Owner Retired Financial Professional

Based on Stratos Wealth Partners, Ltd

Location

100 E Sheldon Suite 105

Prescott AZ 86301

Advisors at this office

7

Advisors at this office

user avatar

Jay S

CFP®, Series 63, Series 65

Prescott, AZ

Stratos Wealth Partners, Ltd

Jay Spector is a CFP® with 19 years of experience in financial services. He is currently with Stratos Wealth Partners, Ltd and LPL Financial, having held previous roles at Bank of America, Merrill, and Wells Fargo Clearing. In addition to his advisory work, Spector serves as a swimming official for USA Swimming and the Arizona Interscholastic Association. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through a large network of advisors, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Stephanie S

ChFC®, Series 63, Series 66

Prescott, AZ

Stratos Wealth Partners, Ltd

Stephanie Sterling is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. She holds the ChFC® designation and has worked at Stratos Wealth Partners since 2018, previously spending 14 years with Commonwealth Financial Network and 18 years at Hosler Wealth Management, LLC. Sterling also provides individual tax preparation services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a broad network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Cody T

Series 66

Prescott, AZ

Stratos Wealth Partners, Ltd

Cody Teeples is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Mutual Securities, Inc., Commonwealth Financial Network, and Edward Jones. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of financial planning and investment management services through a large network of advisers, combining individualized asset allocation with access to proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Sidney G

Series 66

Prescott, AZ

Stratos Wealth Partners, Ltd

Sidney Guthrie is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and five years of industry experience. He has worked at Stratos Wealth Partners since 2021 and previously at LPL Financial LLC and Gannet Co. Inc. Outside of advising, he works as a delivery service driver. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Rhonda C

Series 66

Prescott, AZ

Stratos Wealth Partners, Ltd

Rhonda Chavez Payne is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at LPL Financial, Wells Fargo Clearing, A.G. Edwards & Sons, and Wells Fargo Investments. Outside of her financial advisory work, she is involved with Teamwork Apparel, LLC, a home-based business. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies, supported by a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Kevin P

Series 66, Series 65

Prescott, AZ

Stratos Wealth Partners, Ltd

Kevin Pitts is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has been with Stratos Wealth Partners and associated with LPL Financial since 2015. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Michael W

Series 63, Series 66

Prescott, AZ

Stratos Wealth Partners, Ltd

Michael Woods is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015, following four years at Wells Fargo Clearing. Woods also operates Woods Financial LLC, a business entity he uses for tax and investment purposes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
View complete list of advisors at this office
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