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Team photo for Adelson Group

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Our advisors

Advisor photo for Steven R Adelson

Steven R Adelson

CFP®, MBA, CEP®, APMA®, CRPC

Private Wealth Advisor

President of Adelson Group
Learn more about Steven R Adelson Visit Steven R Adelson's website
Advisor photo for Seth Bassoff

Seth Bassoff

CRPS, CRPC, APMA®, AIF®

Financial Advisor

Senior Vice President of Adelson Group
Learn more about Seth Bassoff Visit Seth Bassoff's website
Advisor photo for Jefferson A Ledbetter

Jefferson A Ledbetter

Financial Advisor

Senior Vice President of Adelson Group
Learn more about Jefferson A Ledbetter Visit Jefferson A Ledbetter's website
Advisor photo for Michael W Kane

Michael W Kane

CRPC, APMA®

Financial Advisor

Vice President of Adelson Group
Learn more about Michael W Kane Visit Michael W Kane's website
Advisor photo for Kristen Hernandez

Kristen Hernandez

CFP®, APMA®

Financial Advisor

Vice President of Adelson Group
Learn more about Kristen Hernandez Visit Kristen Hernandez's website
Advisor photo for Yona Klein

Yona Klein

CIMA®

Financial Advisor

Learn more about Yona Klein Visit Yona Klein's website
Advisor photo for Preston Dougherty

Preston Dougherty

CRPC, APMA®

Financial Advisor

Learn more about Preston Dougherty Visit Preston Dougherty's website
Advisor photo for George Bockmeyer

George Bockmeyer

APMA®

Financial Advisor

Learn more about George Bockmeyer Visit George Bockmeyer's website
Advisor photo for Heather R Nidetch

Heather R Nidetch

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Heather R Nidetch Visit Heather R Nidetch's website
Advisor photo for Terri Starliper

Terri Starliper

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Terri Starliper Visit Terri Starliper's website
Advisor photo for C Brian Stewart

C Brian Stewart

CFP®, MBA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about C Brian Stewart Visit C Brian Stewart's website
Advisor photo for Ruth Onkst

Ruth Onkst

CFP®

Financial Advisor

Senior Vice President of Adelson Group
Learn more about Ruth Onkst Visit Ruth Onkst's website
Advisor photo for Sheri Granaroli

Sheri Granaroli

APMA®, CRPC

Financial Advisor

Chief Operating Officer of Adelson Group
Learn more about Sheri Granaroli Visit Sheri Granaroli's website


Our team

Eric Peterson

Eric Peterson

Paraplanner

Personal Intro

I was born and raised in Boca Raton, Florida. I graduated from Ave Maria University with a degree in Political Science where I was a scholarship basketball and tennis player. I have been in the financial industry since 2015 and am very excited to be part of the Adelson Group and our private wealth advisory team. I look forward to providing clients with the best service to my abilities.

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Cheryl Gilliar

Cheryl Gilliar

Client Service Specialist

Personal Intro

After graduating college, I explored several different careers – from web design to fashion (Chanel), to becoming a yoga teacher, all eventually guiding me toward my home at Adelson Group. Being a Client Service Specialist, I’ve found I enjoy working with our team to accomplish inter-company goals. In my free time, I enjoy sunrises with my pup Havana and donate to Sierra Club, Feeding America, and local animal shelters.

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Leslie Hawes

Leslie Hawes

Client Service Specialist

Personal Intro

Originally from just outside Savannah, Georgia, I’ve called Southwest Florida home since 2008. I’ve spent the past 12 years building a fulfilling career in the finance industry and am excited to continue that journey with the Adelson Group. Outside of work, I enjoy life with my two children and our dogs. I love boating, fishing, traveling, and spending quality time with friends and family.

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Garrett Haschke

Garrett Haschke

Client Service Specialist

Personal Intro

Born in Roswell, GA with family roots bringing me to Boca Raton, FL, I earned my Finance degree from Lynn University in 2023. After working in small business financing, I entered the wealth management field in 2025. I’m excited to contribute to the Adelson Group’s private wealth advisory team. Outside of work, I enjoy skateboarding, golfing, and working out.

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Victoria Perdomo

Victoria Perdomo

Office Manager

Personal Intro

I have had many diverse work experiences from Escrow Assistant in the title industry to Relationship Banker. I look forward to providing our clients with superior client service and growing with the team. When I am not working, you can find me spending time with my husband, three cats, visiting family from all over Florida, and serving my local church.

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Jessica Valentino

Jessica Valentino

Receptionist

Personal Intro

I am a Long Island native with a background in property management, customs brokerage, logistics, and office operations. I am proud to contribute to a team built on hard work and integrity. Outside work, I enjoy South Florida living, exploring Miami’s dining scene, and spending time with my Boxer, Pete.

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Stacey Stivers

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Jim Onkst

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