Our advisors

Steven R Adelson

Steven R Adelson

CFP®, MBA, CEP®, ChFC®, APMA®

Private Wealth Advisor

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

Seth Bassoff

CRPS®, CRPC®, APMA®, CEPA®, AIF®

Financial Advisor

Senior Vice President of Adelson Group
Learn more about Seth Bassoff Visit Seth Bassoff's website
Fred Steinmark

Fred Steinmark

JD, CPA

Financial Advisor

Senior Vice President of Adelson Group
Learn more about Fred Steinmark Visit Fred Steinmark's website
Wade S Eshelman

Wade S Eshelman

CRPC®, CLTC®

Financial Advisor

Vice President of Adelson Group
Learn more about Wade S Eshelman Visit Wade S Eshelman's website
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
Kristen Hernandez

Kristen Hernandez

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kristen Hernandez Visit Kristen Hernandez's website

Sheri Granaroli

Associate Financial Advisor

Practice Manager
Learn more about Sheri Granaroli Visit Sheri Granaroli's website

Our team

Sheri Granaroli

Sheri Granaroli

Practice Manager

Qualifications

  • APMA®
  • CRPC®
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Eric Peterson

Eric Peterson

Client Service Specialist

Lyn Davis

Lyn Davis

Client Service Specialist

Danielle Loubier

Danielle Loubier

Client Relationship Manager

Anastasia Adelson

Anastasia Adelson

Office Manager