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Meet our Executive Team

Jeff Concepcion

Jeff Concepcion

Founder & CEO

Charles Shapiro

Charles Shapiro

Founding Partner
Chief Development Officer

Nancy Andrefsky

Nancy Andrefsky

Founding Partner
Chief Financial Officer

Kathryn Louttit, JD

Kathryn Louttit, JD

Chief Compliance Officer

Lou Camacho

Lou Camacho

President, Stratos Wealth Enterprises

Phil Nuttall

Phil Nuttall

Chief Operating Officer

Meet our Senior Leadership Team

Jim Lupica

Jim Lupica

Founding and Managing Partner

Daniel Jacoby

Daniel Jacoby

Head of Third Party Diligence

Doug Burns

Doug Burns

Director of Supervision/OSJ Supervisor

Hooman Omidpanah

Hooman Omidpanah

Head of Financial Planning Services

Chris Walling

Chris Walling

Founding and Managing Partner

Paul Stetz

Paul Stetz

Head of Practice Mgt. & Consulting

Jon Pawlowski

Jon Pawlowski

Director of Regulatory Compliance

Heather Meder

Heather Meder

Director of Human Resources

Bobbie Meola

Bobbie Meola

Managing Partner

Jacob Stewart

Jacob Stewart

Chief Information Security Officer

Jennifer Collins

Jennifer Collins

Director of Advisory Compliance

Colleen Kilbane

Colleen Kilbane

Head of Operations

Michael O'Brien

Michael O'Brien

Managing Partner & National Director of Sales

Karen Miltner

Karen Miltner

Controller

Eric Beahn

Eric Beahn

Director of
Advisory Compensation

Stephanie Spillman

Stephanie Spillman

Director of Operations

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3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Check the background of your financial professional on FINRA's BrokerCheck.

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Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

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Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings. 

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Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third party managed assets for a total of $22.6 billion as of June 30, 2024.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $1.8 billion in advisory assets as of June 30, 2024.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $254 million in advisory assets, and advises through LPL Financial, over $529 million in brokerage and third party managed assets for a total of $783 million as of June 30, 2024.

 
 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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