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 Marketing Team at Stratos is dedicated to promoting the firm’s unique offerings to independent financial advisors and supporting their growth. They develop and execute targeted marketing strategies, create branded content, and leverage digital platforms to enhance visibility and engagement. By collaborating closely with other teams, they ensure that the firm's resources and services are effectively communicated, empowering advisors to attract and retain clients.

Marketing Team

Leadership Team

Business Development and Operations

Financial Advisory Team

Marketing Team

About

Team members

Other teams at STRATOS

Leadership Team

Business Development and Operations

Financial Advisory Team