Our Leadership


At Stratos Wealth Partners, our advisors are among the industry’s most educated and competent financial professionals. Our knowledgeable leadership, financial specialists and professional staff work together to support our advisors in serving your needs and delivering a truly elevated wealth management experience.

Jeffrey Concepcion

Jeffrey Concepcion, CHFC

PRESIDENT/CEO

Nancy Andrefsky

Nancy Andrefsky

CHIEF FINANCIAL OFFICER
CHIEF OPERATING OFFICER

Daniel Jacoby

Daniel Jacoby

CHIEF INVESTMENT OFFICER & FOUNDING PARTNER

Matthew Dunn

Matthew Dunn

CHIEF COMPLIANCE OFFICER

James Lupica

James Lupica, MBA

FOUNDING & MANAGING PARTNER

Charles Shapiro

Charles Shapiro

FOUNDING & MANAGING PARTNER
DIRECTOR OF NATIONAL SALES

Chris Walling

Christopher B. Walling, CRPC

FOUNDING & MANAGING PARTNER

Peter Jawidzik

Peter M. Jawidzik

MANAGING PARTNER
BUSINESS CONSULTING

Bobbie Meola

Bobbie Meola

MANAGING PARTNER

Jacob Stewart

Jacob Stewart

DIRECTOR OF INFORMATION TECHNOLOGY

Sheryl Ford

Sheryl Ford

DIRECTOR OF TRANSITIONS

jennifer_isaacs_headshot_200_200

Jennifer Isaacs

DIRECTOR OF HUMAN RESOURCES