San Diego, CA 12348 High Bluff Drive Suite 200 Office

Daniel Roberts is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and previously worked at Stratos Private Wealth and Ciari Guitars, Inc. He also has a background that includes roles at California Polytechnic University San Luis Obispo and Jersey Mikes Subs. Stratos Wealth Partners serves 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 various advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Robert Wolter is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior work includes roles at LPL Financial and Wells Fargo Advisors. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients, offering 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.

Cynthia Gatlin is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Northern Trust Securities, Bank of America, Merrill Lynch, and other firms. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, 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.

Emily Stevens is a financial advisor at Stratos Wealth Partners, Ltd. with two years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab & Co, Inc and Charles Schwab Bank, SSB. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based investment strategies, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external providers.

Emily Saffa is a financial advisor at Stratos Wealth Partners, Ltd with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory role, she has served as a client service assistant at Brown Wealth Management. Stratos Wealth Partners provides advisory services to 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 an open-architecture platform that supports both advisor-managed and model-based portfolios.

Lucas Lowery is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Sprott Asset Management and Real Brokerage, as well as experience in education at Miracosta College and Carlsbad High School. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving more than 24,000 clients. The firm offers advisor-managed and model-based portfolios, an open-architecture investment approach, and a range of financial planning and retirement consulting services.

Nathan Sorkin is a CFP® with two years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. Prior to joining Stratos Wealth Partners in 2022, he worked at San Diego State University, the City of Del Mar, and Torrey Pines High School. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform with an open-architecture approach that integrates multiple investments into a single account and employs both advisor-managed and model-based portfolios.

Colin Domonoske is a financial advisor at Stratos Wealth Partners, Ltd in San Diego, CA, holding a Series 65 designation with six years of industry experience. He previously worked at Brown Wealth Management and Allegiance Inc. Domonoske also serves as an Associate Wealth Advisor with a registered investment adviser DBA, BWM Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform integrating various external tools and third-party managers.

Jacob Li is an associate advisor at Stratos Wealth Partners, Ltd. based in San Diego, CA. He holds a Series 65 credential and has experience working at Qualcomm and several other organizations prior to joining Stratos. His background includes roles in both the technology and investment advisory sectors. 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.

Allison Williams is a financial advisor at Stratos Wealth Partners, Ltd with 18 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. 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.

Patrick Ford is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. He has been with Stratos Wealth Partners since 2015 and previously worked at LPL Financial from 2015 to 2019. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through an open-architecture approach and active asset allocation across multiple custodians.

Nicole Farrar is a CFP®-certified financial advisor at Stratos Wealth Partners, Ltd with three years of industry experience. She has previously worked at Sagepoint Financial, Inc. and San Diego Wealth Management. Outside of her advisory role, she is a licensed health insurance agent assisting friends with enrollment in health insurance plans. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s open-architecture Strategic Wealth Management platform supports both advisor-managed and model-based portfolios.

Nicolas Pamintuan is a financial advisor at Stratos Wealth Partners, Ltd with a Series 65 credential. He has been in the industry since 2020, previously working at LPL Financial, LLC, Stratos Private Wealth, GoSite, and Dominos. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other 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.

Robert Meyer is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Stratos Wealth Partners since 2012. Outside of his advisory role, he is licensed to sell and service fixed insurance products, including fixed annuities and various types of insurance coverage. Stratos Wealth Partners serves a diverse client base ranging from individual investors to institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform features an open-architecture approach that supports both advisor-managed and model-based portfolios.

Daniel Ortega is a financial advisor at Stratos Wealth Partners, Ltd with a Series 65 credential and one year of industry experience. Prior to joining Stratos Wealth Partners, he held roles at Mercer Global Advisors, San Diego State University, DoorDash Inc., Relionce Solar, Southwestern College, and Castle Park High School. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors and over 24,000 clients. The firm offers a range of financial planning services and investment strategies through a network of independent adviser representatives, utilizing an open-architecture platform that integrates third-party managers and proprietary solutions.