Our advisors

Steven R Adelson

CFP®, MBA, CEP®, ChFC®, APMA, CRPC

Private Wealth Advisor

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

Seth Bassoff

CRPS, CRPC, APMA, AIF®

Financial Advisor

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

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

CFP®, APMA

Financial Advisor

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

Michael W Kane

CRPC, APMA

Financial Advisor

Vice President of Adelson Group
Learn more about Michael W Kane Visit Michael W Kane's website

Sheri Granaroli

APMA, CRPC

Financial Advisor

Operations Director
Learn more about Sheri Granaroli Visit Sheri Granaroli's website

C Brian Stewart

CFP®, MBA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about C Brian Stewart Visit C Brian Stewart's website

Guy Colella

Private Wealth Advisor

Vice President of Adelson Group
Learn more about Guy Colella Visit Guy Colella's website

Jason Sandler

APMA, CRPC

Financial Advisor

Learn more about Jason Sandler Visit Jason Sandler's website


Our team

Eric Peterson

Eric Peterson

Paraplanner

Cheryl Gilliar

Cheryl Gilliar

Client Service Specialist

Nick Fenwick

Nick Fenwick

Client Service Specialist

Victoria Perdomo

Victoria Perdomo

Receptionist