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Meet our Executive Team

Jeff Concepcion

Jeff Concepcion

Founder & CEO

Charles Shapiro

Charles Shapiro

Founding Partner &
Chief Development Officer

Nancy Andrefsky

Nancy Andrefsky

Founding Partner &
Chief Financial Officer

Kathryn Louttit, JD

Kathryn Louttit, JD

Chief Compliance Officer

Lou Camacho

Lou Camacho

President, Stratos Wealth Enterprises

Phil Nuttall

Phil Nuttall

Chief Operating Officer

Meet our Senior Leadership Team

Jim Lupica

Jim Lupica

Founding and Managing Partner

Daniel Jacoby

Daniel Jacoby

Chief Investment Officer

Heather Meder

Heather Meder

Director of Human Resources

Kate Sweetman

Kate Sweetman

Director of Operations

Chris Walling

Chris Walling

Founding and Managing Partner

Jacob Stewart

Jacob Stewart

Chief Information Security Officer

Eric Beahn

Eric Beahn

Director of Advisor Compensation

Barbara Simons

Barbara Simons

Director of
Brokerage Compliance

Bobbie Meola

Bobbie Meola

Managing Partner

Karen Miltner

Karen Miltner

Controller

Jennifer Pieronek

Jennifer Pieronek

Director of
Advisory Compliance

Kevin Elvington

Kevin Elvington

Director of
Marketing

Michael O'Brien

Michael O'Brien

Managing Partner | National Director of Sales

Brian Bunker

Brian Bunker

Senior Director, Head of Practice Mgt. Consulting

Chris Radzinski

Chris Radzinski

Director of
Project Management

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Securities offered through LPL Financial, member FINRA/SIPC. 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

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*On Sept. 18, 2023, Stratos Wealth Partners, Ltd. placed 29th on the list for the year 2023. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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