Charles Shapiro

Founding & Managing Partner

Daniel Jacoby

Head of Third Party Diligence

Doug Burns

Director of Vender
Due Diligence

Hooman Omidpanah

Head of Financial Planning Services

Stephanie Spillman

Chief of Staff, Stratos Wealth Enterprises

Kevin Elvington

Director of
Marketing

Chris Walling

Founding and Managing Partner

Paul Stetz

Head of Practice
Management Consulting

Jon Pawlowski

Co-Chief Compliance Officer

Heather Meder

Director of
Human Resources

Colleen Kilbane

Head of Operations

Bobbie Meola

Managing Partner

Jacob Stewart

Chief Information Security Officer

Savanna Steed

Co-Chief Compliance Officer

Marni Angus

Director of Supervision

Michael Ray

Director of Operations

Michael O'Brien

Managing Partner | National Director of Sales

Karen Miltner

Controller

Eric Beahn

Director of
Advisory Compensation

Lindsay Buchholzer

Director of Advisor Onboarding

Chris Radzinski

Director of Platform Strategy & Delivery