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Meet our Executive Team
Jeff Concepcion
Founder & CEO
Charles Shapiro
Founding Partner
Chief Development Officer
Nancy Andrefsky
Chief Financial Officer
Kathryn Louttit, JD
Chief Compliance Officer
Lou Camacho
President, Stratos Wealth Enterprises
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
Head of Platforms
Chris Walling
Founding and Managing Partner
Paul Stetz
Head of Practice
Management Consulting
Jon Pawlowski
Director of Regulatory Compliance
Lindsay Buchholzer
Director of Advisor Onboarding
Kevin Elvington
Director of
Marketing
Bobbie Meola
Managing Partner
Jacob Stewart
Chief Information Security Officer
Eric Beahn
Director of
Advisory Compensation
Stephanie Spillman
Director of Operations
Michael O'Brien
Managing Partner | National Director of Sales
Karen Miltner
Controller
Hooman Omidpanah
Head of Financial Planning Services
Colleen Kilbane
Head of Operations
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