Next Level Financial Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Advisors

Shawna Petrushkin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Shawna Petrushkin's website

Ryan D Wizov

CRPC

Financial Advisor

Visit Ryan D Wizov's website

Sal Alfano

CFP®, AAMS, CRPC

Financial Advisor

Vice President of Next Level Financial Advisors
Visit Sal Alfano's website

Shawn C Smith

APMA®, CRPC

Financial Advisor

Senior Vice President of Next Level Financial Advisors
Visit Shawn C Smith's website

Frank Staves

Financial Advisor

Managing Director of Next Level Financial Advisors
Visit Frank Staves's website

Konner Keith

Financial Advisor

Visit Konner Keith's website

Shrinivas Penugonda

MBA

Financial Advisor

Managing Director of Next Level Financial Advisors
Visit Shrinivas Penugonda's website

Seth Gansman

CRPS

Financial Advisor

Managing Director of Next Level Financial Advisors
Visit Seth Gansman's website

Teri Ranieri

Financial Advisor

Visit Teri Ranieri's website

Diane Bernhard

MBA

Financial Advisor

Visit Diane Bernhard's website


Team

Patty Ward

Patty Ward

Client Relationship Manager,

Assistant
Tami Michel

Tami Michel

Client Service Coordinator

Sydney Regert

Sydney Regert

Client Service Specialist

Osvaldo Morales

Client Service Specialist

Ben Hutchison

Ben Hutchison

Client Service Specialist

Lindsey Purvis

Lindsey Purvis

Client Service Specialist

Thomas Barrett

Thomas Barrett

Client Service Specialist