Meet our Executive Team

Jeff Concepcion

Founder & CEO

Nancy Andrefsky

Chief Financial Officer

Chief Operations Officer

Matthew Dunn

Chief Compliance Officer

OSJ Supervisor

Charles Shapiro

Founding Partner

Chief Development Officer

Lou Camacho

President,

Stratos Wealth Alliance

Meet our Senior Leadership Team

Jim Lupica

Founding and Managing Partner

Chris Walling

Founding and Managing Partner

Bobbie Meola

Managing Partner

Daniel Jacoby

Chief Investment Officer

Eric Beahn

Director of

Advisory Operations

Jennifer Pieronek

Director of

Advisory Operations

Jennifer Isaacs

Director of HR &

Business Services

Kevin Elvington

Director of

Marketing

Michael O'Brien

Managing Partner

Jacob Stewart

Director of IT

Karen Miltner

Controller

Barbara Dull

Director of

Brokerage Compliance

Chris Radzinski

Director of

Project Management

Bryan Meilinger

Director of

Advisory Compliance