Our advisors

Advisor photo for Todd M Stepniewski

Todd M Stepniewski

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Todd M Stepniewski Visit Todd M Stepniewski's website
Advisor photo for Vasilios Ageletopoulos

Vasilios Ageletopoulos

CRPC

Financial Advisor

Managing Partner of STEPNIEWSKI & ASSOCIATES
Learn more about Vasilios Ageletopoulos Visit Vasilios Ageletopoulos's website
Advisor photo for John Ingrilli

John Ingrilli

Associate Financial Advisor

Learn more about John Ingrilli Visit John Ingrilli's website


Our team

Patricia Pennino

Patricia Pennino

Executive Assistant

Marissa Stepniewski

Marissa Stepniewski

Financial Planning Analyst