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Meet our Executive Team
Jeff Concepcion
Founder & CEO
Charles Shapiro
Founding Partner &
Chief Development Officer
Nancy Andrefsky
Founding Partner &
Chief Financial Officer
Kathryn Louttit, JD
Chief Compliance Officer
Lou Camacho
President, Stratos Wealth Enterprises
Phil Nuttall
Chief Operating Officer
Meet our Senior Leadership Team
Jim Lupica
Founding and Managing Partner
Daniel Jacoby
Head of Third Party Diligence
Doug Burns
Director of Supervision/OSJ Supervisor
Heather Meder
Director of Human Resources
Chris Radzinski
Director of
Project Management
Chris Walling
Founding and Managing Partner
Paul Stetz
Head of Practice Mgt. Consulting
Jon Pawlowski
Director of Regulatory Compliance
Colleen Kilbane
Head of Operations
Kevin Elvington
Director of
Marketing
Bobbie Meola
Managing Partner
Jacob Stewart
Chief Information Security Officer
Eric Beahn
Director of Advisor Compensation
Lindsay Buchholzer
Director of Advisor Onboarding
Michael O'Brien
Managing Partner | National Director of Sales
Karen Miltner
Controller
Hooman Omidpanah
Head of Financial Planning Services
Stephanie Spillman
Director of
Operations
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