Our advisors

Kent Keith

Private Wealth Advisor

President of Next Level Financial Advisors
Learn more about Kent Keith Visit Kent Keith's website

Shawna Petrushkin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Shawna Petrushkin Visit Shawna Petrushkin's website

Shrinivas Penugonda

MBA

Financial Advisor

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

Shawn C Smith

APMA, CRPC

Financial Advisor

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

Ryan D Wizov

CRPC, APMA

Financial Advisor

Learn more about Ryan D Wizov Visit Ryan D Wizov's website

Frank Staves

Financial Advisor

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

Seth Gansman

CRPS

Financial Advisor

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


Our team

Patty Ward

Patty Ward

Client Relationship Manager

Sydney Regert

Sydney Regert

Administrative Assistant

Tami Michel

Tami Michel

Client Service Coordinator

Ben Hutchison

Ben Hutchison

Client Service Specialist

Thomas Barrett

Thomas Barrett

Client Service Specialist

Lindsey Purvis

Lindsey Purvis

Client Service Specialist