OUR TEAM

Kerry has more than 35 years of capital markets experience, having held positions dealing with almost all aspects of Wall Street, from IPOs and investment management to investor relations.

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He has been a registered financial advisor since 2002, having joined Stratos Wealth Partners in 2022. In his role as Financial Consultant at Stratos Wealth Partners, he is responsible for managing portfolios, financial planning and retirement plans for his clients.

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Prior to Stratos, Kerry served as a financial advisor with UBS and McDonald Partners, having left a position as Vice President of Investor Relations for Teligent Inc., a publicly-traded telecommunications service provider in Washington, DC.

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Kerry began his post-MBA career in the corporate finance group at E. F. Hutton & Company Inc. in New York, working on a wide range of public and private securities offerings, and he subsequently spent over 10 years in the telecom industry in senior financial positions.

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He started his professional career as a commissioned officer in the U. S. Coast Guard, serving on active duty for five years in operational and staff positions.

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Kerry holds a Masters of Business Administration from the Columbia University Graduate School of Business with a major in finance, and is a graduate of the United States Coast Guard Academy with a Bachelor of Science in management.

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He has served as an adjunct instructor of finance in Bachelors and Masters degree granting programs at Lorain County (Ohio) Community College. Kerry holds the Series 7, Series 31, Series 79 through LPL Financial, and the Series 66 through LPL Financial and Stratos Wealth Partners, Ltd., as well as Ohio and Virginia life and health insurance licenses.

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Heavily involved in the community, Kerry is currently a member of the Board of Directors of The Cleveland Rowing Foundation.

Kerry has been married for more than 35 years and enjoys rowing, reading and having fun with his wife and daughter.

In her role at Stratos Wealth Partners, Mindy Qua develops customized, integrated wealth management strategies for her clients, which include individuals, families, and business owners. Each client’s needs are carefully considered, including investments, insurance, liability management, estate planning, as well as retirement planning.

With a strong background in retirement plan consulting, Mindy is qualified to help plan sponsors navigate the ever-changing regulatory environment. Her commitment to process-oriented strategies, with periodic plan reviews and investment monitoring, aids her plan sponsors in fulfilling their obligations. Mindy has a passion for education, which is demonstrated in her dynamic employee education campaigns. These campaigns drive participation as well as overall plan success.

Her 20-year career in investment management includes tenure at UBS Financial Services beginning in 2007, when McDonald Investments was acquired by UBS. She had been with McDonald Investments since 1998 – first as a Portfolio Analyst and later as a Financial Advisor. Her investment services and retirement plan experience began in 1995 when she was a Retirement Plan Administrator at KeyCorp.

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Mindy earned a Bachelor of Business Administration in Finance and passed the Certified Public Accounting Exam. In addition, she maintains the following two industry designations: AIF, Accredited Investment Fiduciary from the Center for Fiduciary Studies and CRPS, Chartered Retirement Plan Specialist from the College of Financial Planning.

Mindy and her husband Blake live in South Russell with their two daughters. She enjoys cycling and completed her first sprint triathlon in 2019. Mindy is active in the Valley Lutheran Church, Girl Scouts of Northeast Ohio and is a volunteer with Junior Achievement, teaching classes for the annual Stock Market Challenge.

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