Broker Check

YOUR LEADERSHIP TEAM

Over 200 years of Industry Expertise

Executive Team

Nancy Andrefsky

Nancy Andrefsky

Chief Financial Officer - Chief Operating Officer

(440) 505-5574

(440) 505-5575

Matt Dunn

Matt Dunn

Chief Compliance Officer - OSJ Supervisor

(440) 505-5600

Charles Shapiro

Charles Shapiro

Founding Partner, Director of National Sales

(858) 952-1860

Lou Camacho

Lou Camacho

President, Stratos Wealth Alliance

(440) 991-1170

Leadership Team

Jim Lupica

Jim Lupica

Founding and Managing Partner

(330) 664-2270

Daniel Jacoby

Daniel Jacoby

Chief Investment Officer

(440) 505-5616

(440) 505-5617

Barbara Dull

Barbara Dull

Director of Brokerage Compliance

(440) 505-5700

(216) 593-0191

Jennifer Pieronek

Jennifer Pieronek

Director of Advisory Compliance

(440) 991-1146

(440) 991-1147

Eric Beahn

Eric Beahn

Director of Advisory Operations

(440) 505-5668

(440) 505-5669

Jennifer Isaacs

Jennifer Isaacs

Director of HR & Business Services

(440) 991-1160

(440) 991-1161

Kevin Elvington

Kevin Elvington

Director of Marketing

(440) 505-5608

(440) 505-5609

Chris Radzinski

Chris Radzinski

Director of Project Management

(440) 505-5672

(440) 505-5673

*Jeff Concepcion is not affiliated with LPL Financial.

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