
STRATOS LEADERSHIP TEAM
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

Hooman Omidpanah
Head of Financial Planning Services

Lindsay Buchholzer
Head of Advisor Operations

Chris Walling
Founding and Managing Partner

Paul Stetz
Head of Practice Mgt. & Consulting

Jon Pawlowski
Director of Regulatory Compliance

Heather Meder
Director of Human Resources

Chris Radzinski
Director of
Project Management

Bobbie Meola
Managing Partner

Jacob Stewart
Chief Information Security Officer

Jennifer Collins
Director of Advisory Compliance

Colleen Kilbane
Head of Operations

Kevin Elvington
Director of
Marketing

Michael O'Brien
Managing Partner & National Director of Sales

Karen Miltner
Controller

Eric Beahn
Director of
Advisory Compensation

Stephanie Spillman
Director of Operations
What Advisors Say

Jeff Brown
Founder, BWM Financial
"We are very pleased with the outcome of our decision in 2015 to join this renowned network of financial advisors, which has resulted in the opportunity to scale, grow and increase our services to clients in Southern California. Following the strategic investment in 2020, BWM Financial’s partnership with Stratos ultimately shattered all expectations and provided our team not only with the tools and solutions we needed on executive leadership and M&A fronts, but a true partner with shared values and goals.”

Greg David
Lexington, SC
“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business. Their willingness to help and the sincerity shown, has never waivered. Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients. The Stratos staff really does make the difference.”