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Jeff Concepcion

Founder & CEO


Nancy Andrefsky

Chief Financial Officer

Chief Operations Officer

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Karen Aavik

Chief Compliance Officer


Charles Shapiro

Founding Partner

Chief Development Officer

Meet our Senior Leadership Team

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Eric Beahn

Director of

Advisory Operations

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Kevin Elvington

Director of



Jacob Stewart

Director of IT

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Karen Miltner


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Barbara Dull

Director of

Brokerage Compliance

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Chris Radzinski

Director of

Project Management

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Bryan Meilinger

Director of

Advisory Compliance

3750 Park East Drive - Beachwood, OH 44122

Office: (440) 505-5627 - Fax: (440) 505-5717​​​ - email:

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Securities offered through LPL Financial, member FINRA/SIPC. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

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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