Advisors at this firm
Jason B
Series 66
Broadview Heights, OH
Stratos Wealth Partners, Ltd
Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd in Broadview Heights, OH. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through 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 across multiple custodians and sub-advisors.
Barbara M
Series 63, Series 65
Scottsdale, AZ
Stratos Wealth Partners, Ltd
Barbara Meola is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2013. In addition to her advisory role, she is the owner of Meola Consulting, a non-investment-related business. 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.
Chris J
Series 66
Mc Murray, PA
Stratos Wealth Partners, Ltd
Chris Jordheim is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2016 and also provides investment advisory services through Stratos Wealth Partners, Ltd., an independent registered investment advisor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides strategic and tactical investment options.
Thomas S
Series 63, Series 65
Scottsdale, AZ
Stratos Wealth Partners, Ltd
Thomas Seifert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His prior experience includes roles at Oppenheimer & Co and Waddell & Reed, Inc. He currently provides investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. Stratos Wealth Partners serves 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 an open-architecture platform that supports both advisor-managed and model-based portfolios.
Jay S
CFP®, Series 63, Series 65
Prescott, AZ
Stratos Wealth Partners, Ltd
Jay Spector is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Stratos Wealth Partners, LTD, where he has worked since 2017. Prior to that, he held roles at Bank of America and Merrill from 2011 to 2017. Outside of his advisory work, he serves as a swimming official for USA Swimming and the Arizona Interscholastic Association. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.
Andrew A
CFP®, Series 63, Series 65
New Albany, IN
Stratos Wealth Partners, Ltd
Andrew Atchison is a CFP® professional with 19 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and previously worked at LPL Financial, LLC from 2014. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. 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.
Larry S
Series 63, Series 65
Phoenix, AZ
Stratos Wealth Partners, Ltd
Larry Sills is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. Stratos Wealth Partners provides advisory services to 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.
Nora G
Series 63, Series 65
Redwood City, CA
Stratos Wealth Partners, Ltd
Nora Gasparyan is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Royal Alliance Associates, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Bank. Prior to her financial services career, she was involved in the restaurant industry. 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 across multiple custodians and sub-advisors.
Stephanie S
ChFC®, Series 63, Series 66
Prescott, AZ
Stratos Wealth Partners, Ltd
Stephanie Sterling is a financial advisor with Stratos Wealth Partners, Ltd in Prescott, AZ, holding a ChFC® designation and Series 63 and 66 licenses. She has 22 years of industry experience, having previously worked at Commonwealth Financial Network and Hosler Wealth Management. Sterling also provides individual tax preparation services through a separate business. Stratos Wealth Partners serves 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, utilizing multiple custodians and affiliated and unaffiliated sub-advisors.
Bradford F
CFA®, Series 63, Series 65
New Orleans, LA
Stratos Wealth Partners, Ltd
Bradford Felger is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. His prior roles include positions at JPMorgan Securities LLC and Ernst & Young. He also operates Bradford M. Felger, CPA, LLC, providing tax preparation and accounting services. Stratos Wealth Partners offers advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm utilizes an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.
Ryan H
CFP®, ChFC®, Series 66
Darien, CT
Stratos Wealth Partners, Ltd
Ryan Hunter is a CFP® and ChFC® with nine years of industry experience. He has worked at Stratos Wealth Partners, Ltd since 2019 and previously held roles at LPL Financial, LLC, Mass Mutual Investors Services, and Mass Mutual Life Insurance Co. Hunter is based in Darien, CT. 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 an open-architecture platform that supports both advisor-managed and model-based portfolios.
Justine H
Series 66
Akron, OH
Stratos Wealth Partners, Ltd
Justine Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and UBS Financial Services. Harvey serves as a board member of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians.
Matthew S
Series 66
Elmhurst, IL
Stratos Wealth Partners, Ltd
Matthew Summe is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has six years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2025, he worked at UBS Financial Services and Citigroup. Stratos Wealth Partners serves 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.
Marni A
Series 66
Mc Farland, WI
Stratos Wealth Partners, Ltd
Marni Angus is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Morgan Stanley and LPL Financial. Stratos Wealth Partners serves a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform. The firm emphasizes active monitoring and asset allocation across multiple custodians and utilizes both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.
Richard G
Series 63, Series 65
Broadview Heights, OH
Stratos Wealth Partners, Ltd
Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2017, following seven years at Metlife Securities. 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 an open-architecture platform that supports both advisor-managed and model-based portfolios.