Meet our Executive Team
Jeff Concepcion
Founder & CEO
Kathryn Louttit, JD
Chief Compliance Officer
Nancy Andrefsky
Founding Partner &
Chief Financial Officer
Rob Wrzesniewski
Chief Technology Officer
Lou Camacho
President, Stratos Wealth Enterprises
Meet our Senior Leadership Team
Charles Shapiro
Founding and Managing Partner
Daniel Jacoby
Head of Third Party Diligence
Doug Burns
Director of Vender
Due Diligence
Hooman Omidpanah
Head of Financial Planning Services
Lindsay Buchholzer
Director of Advisor Onboarding
Kevin Elvington
Director of
Marketing
Chris Walling
Founding and Managing Partner
Paul Stetz
Head of Practice Mgt. Consulting
Savanna Steed
Co-Chief Compliance Officer
Marni Angus
Director of Supervision
Michael Ray
Director of Operations
Bobbie Meola
Managing Partner
Jacob Stewart
Chief Information Security Officer
Jon Pawlowski
Co-Chief Compliance Officer
Heather Meder
Director of Human Resources
Stephanie Spillman
Chief of Staff, Stratos Wealth Enterprises
Michael O'Brien
Managing Partner | National Director of Sales
Karen Miltner
Controller
Eric Beahn
Director of Advisor Compensation
Colleen Kilbane
Head of Operations
Chris Radzinski
Director of Platform Strategy & Delivery