STRATOS
FIELD LEADERSHIP
Charles Shapiro
Founding Partner
Chief Development Officer
Chris Walling
Founding and Managing Partner
Gary Kuhn
National Business
Development Manager
Michael O'Brien
Managing Partner &
National Director of Sales
Bobbie Meola
Managing Partner
Jim Lupica
Founding and Managing Partner
Chris Jordheim
Managing Director
What Advisors Say
Jeff Brown
Founder, BWM Financial
"We are very pleased with the outcome of our decision in 2015 to join this renowned network of financial advisors, which has resulted in the opportunity to scale, grow and increase our services to clients in Southern California. Following the strategic investment in 2020, BWM Financial’s partnership with Stratos ultimately shattered all expectations and provided our team not only with the tools and solutions we needed on executive leadership and M&A fronts, but a true partner with shared values and goals.”
Greg David
Lexington, SC
“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business. Their willingness to help and the sincerity shown, has never waivered. Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients. The Stratos staff really does make the difference.”