San Diego, CA 12348 High Bluff Drive Suite 200 Office

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.

Robert Wolter is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He previously worked at LPL Financial, Wells Fargo Clearing, and Piper Sandler & Co. in various advisory roles. 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 advisor-managed programs, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Cynthia Gatlin is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms including Northern Trust, Morgan Stanley, and Bank of America. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor model and offers customized portfolio management with an open-architecture approach integrating multiple third-party platforms and sub-advisors.

Emily Stevens is a financial advisor at Stratos Wealth Partners, Ltd., holding a Series 66 designation with two years of industry experience. Prior to joining Stratos Wealth Partners in 2026, she worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB from 2023 to 2026. Stratos Wealth Partners 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 other institutional clients through an IAR-driven model and an open-architecture investment approach integrating multiple third-party managers and platforms.

Emily Saffa is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of her advisory duties, she is involved with Brown Wealth Management as a client service assistant. 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 an open-architecture, IAR-driven model that integrates multiple third-party platforms and managers to deliver discretionary and non-discretionary portfolio management alongside various financial planning and institutional solutions.

Lucas Lowery is a Series 65-registered financial advisor with Stratos Wealth Partners, Ltd., based in San Diego, CA. He has worked in the financial services industry since 2024, including prior roles at Sprott Asset Management and Real Brokerage, and also has experience outside finance running a cafe business. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients through a variety of financial planning and portfolio management services. The firm operates an open-architecture model supported by multiple third-party platforms and emphasizes advisor-driven, customizable portfolio solutions.

Nathan Sorkin is a CFP® and Series 65 credentialed financial advisor with Stratos Wealth Partners, Ltd, based in San Diego, CA. He has three years of industry experience and has held prior roles at San Diego State University, the City of Del Mar, and Torrey Pines High School. Stratos Wealth Partners is an enterprise firm 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, using a model that emphasizes independent advisor discretion and an open-architecture investment approach incorporating multiple third-party platforms and managers.

Colin Domonoske is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds a Series 65 designation and has worked at Brown Wealth Management and Allegiance Inc. prior to joining Stratos. Stratos Wealth Partners, Ltd is an SEC-registered enterprise 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, employing an IAR-driven model that offers customized portfolio management via an open-architecture platform integrating multiple third-party managers.

Jacob Li is an advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 credential and has one year of industry experience. Prior to joining Stratos, he worked at Qualcomm and held positions in various other companies including MRP Capital Group and Ronin Surgical Corp. 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 a range of services including advisor-managed programs, financial planning, and outsourced CIO solutions through an IAR-driven, open-architecture investment model.

Allison Williams is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2015 and previously at Wells Fargo Clearing from 2007 to 2015. Stratos Wealth Partners 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from financial planning to outsourced CIO solutions through an open-architecture platform.

Patrick Ford is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Wells Fargo Clearing. He also founded BWM Financial, a registered investment adviser based in San Diego. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform that integrates multiple third-party managers and offers discretionary and non-discretionary portfolio management tailored to client goals.

Nicole Farrar is a CFP® and Series 66 licensed financial advisor with four years of industry experience. She currently works at Stratos Wealth Partners, Ltd. and has previous experience at Sagepoint Financial, Inc., San Diego Wealth Management, and as a financial advisor to Roderick D. Evans. In addition to her advisory work, she is a licensed health insurance agent assisting clients with enrollment in health insurance plans. 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 discretionary and non-discretionary portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions through an IAR-driven, open-architecture platform.

Nicolas Pamintuan is a financial advisor at Stratos Wealth Partners, Ltd with the Series 65 designation. He has experience at several firms including Stratos Private Wealth, LPL Financial, and GoSite, and has been in the financial industry since 2020. 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 wide range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, using an open-architecture investment approach and offering services such as discretionary portfolio management, financial planning, and outsourced CIO solutions.

Robert Meyer is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Stratos in 2012. Meyer holds Series 63 and Series 65 licenses and is based in San Diego, CA. 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 client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients through an independent adviser-driven model and an open-architecture investment approach integrating multiple third-party platforms and managers.

Daniel Ortega is a financial advisor at Stratos Wealth Partners, Ltd., holding a Series 65 designation with one year of industry experience. His prior work includes roles at Mercer Global Advisors, San Diego State University, DoorDash Inc., Reliance Solar, Southwestern College, and Castle Park High School. 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 a range of advisory and portfolio management services through an open-architecture platform and multiple third-party partnerships.