Meet our Executive Team

Jeff Concepcion

Founder & CEO

Charles Shapiro

Founding Partner
Chief Development Officer

Nancy Andrefsky

Chief Financial Officer
Chief Operations Officer

Karen Aavik

Chief Compliance Officer

Lou Camacho

Stratos Wealth Enterprises

Meet our Senior Leadership Team

Jim Lupica

Founding and Managing Partner

Daniel Jacoby

Chief Investment Officer

Jennifer C. Hart

Director of HR &
Business Services

Matthew Dunn, CFA®

Sr. Director of Risk Management / OSJ Supervisor

Chris Walling

Founding and Managing Partner

Jacob Stewart

Director of IT

Eric Beahn

Director of
Advisory Operations

Barbara Simons

Director of
Brokerage Compliance

Bobbie Meola

Managing Partner

Karen Miltner


Jennifer Pieronek

Director of
Advisory Operations

Bryan Meilinger

Director of
Advisory Compliance

Michael O'Brien

Managing Partner

Brian Bunker

Director of Practice
Management Consulting

Chris Radzinski

Director of
Project Management

Kevin Elvington

Director of

3750 Park East Drive - Beachwood, OH 44122

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

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Securities offered through LPL Financial, member FINRA/SIPC. 

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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