Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience.

For a list of states in which we are registered to do business, please visit www.stratoswealth.com

Banking

Business Development

Professional Services

STRATOS

Jeff Concepcion

Sean Laughlin

Michael G. O'Brien

Heather Meder

Vanessa Eddy

Kevin Elvington

Kathryn Louttit

Jacob Stewart

Phil Nuttall

John Nichol

Charles Shapiro

The Leadership Team at Stratos is responsible for setting the strategic direction and operational oversight of the firm, ensuring that independent financial advisors have access to the resources and support needed for success. By leveraging their diverse expertise in areas such as compliance, technology, investment management, and sales, the team fosters innovation and collaboration, driving initiatives that enhance advisor capabilities and improve client experiences. Their collective leadership guides the firm’s growth and adaptability in the evolving financial services landscape.

Leadership Team

Business Development and Operations

Financial Advisory Team

Leadership Team

About

Team members