top of page
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

Hooman Omidpanah
Head of Financial Planning Services

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

Bobbie Meola
Managing Partner

Jacob Stewart
Chief Information Security Officer

Jennifer Collins
Director of Advisory Compliance

Colleen Kilbane
Head of Operations

Michael O'Brien
Managing Partner & National Director of Sales

Karen Miltner
Controller

Eric Beahn
Director of
Advisory Compensation

Stephanie Spillman
Director of Operations
bottom of page