Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We believe that our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

SAMUEL LUPICA

Founding Partner & Wealth Advisor

(330) 664-2271

slupica@stratoswp.com

Sam Lupica is a Founding Partner with Stratos Wealth Partners, an advisor run organization specializing in financial planning for their clients’ every need. Stratos is a national network of advisors powered by LPL Financial. Sam...

JAMES V. LUPICA, MBA

Founding & Managing Partner

(330) 664-2270

(330) 666-8063

jlupica@StratosWP.com

Jim Lupica is Managing Partner of Stratos Wealth Partners a firm that he helped co-found with CEO Jeff Conception in October 2008. Today, Stratos specializes in the practice and performance of financial planning and implementation...

Gary Hannah

Financial Advisor, CFP

440-907-6052

ghannah@stratoswp.com

Gary Hannah, CFP®, is a Wealth Advisor with over 30 years of professional experience, including more than 15 years in financial services. Originally from Gahanna, Ohio, Gary grew up in a family dedicated to hard work and service—his...

Tyler Ankrom

Financial Advisor

(440) 290-1944

tankrom@stratoswp.com

Tyler is our junior partner. He joined our team in 2020, and since then, has become an integral part of Stratos and our team.Tyler Graduated Miami University with a Bachelors in Finance, where he was involved with many student...

Tina Harvey

Director of Client Relations

330.664.2276

234.263.9805

Tharvey@stratoswp.com

With more than 25 years of experience in the financial services industry, Tina serves as a dedicated Director of Client Relations, known for delivering exceptional client service and building lasting relationships. She holds Series 7...

Tami Moon

Office Manager & Client Service Associate

(234) 200-5464

(234) 678-4812

TMoon@StratosWP.com

Tami has served in the financial services industry for the past 21 years. During her first five years she worked in retail banking, first, as a new accounts representative and then as a home equity loan officer. She left banking to...

Jake Tisdale

Advisory Client Service Assistant

330-666-8131

jtisdale@stratoswp.com

Judy A. Libby

Marketing Associate

330-666-8131

330-666-8063

JLibby@StratosWP.com

Daphne Lupica

Head of Security

Professional treat inspector and part-time chaos machine. Expert in cuddles, zoomies, and judging your snack choices. Will absolutely take over your favorite spot on the couch without asking. Always on duty for belly rubs and random...