Our advisors

Todd M Stepniewski

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Todd M Stepniewski Visit Todd M Stepniewski's website

Vasilios Ageletopoulos

CRPC

Financial Advisor

Managing Partner of STEPNIEWSKI & ASSOCIATES
Learn more about Vasilios Ageletopoulos Visit Vasilios Ageletopoulos's website

John Ingrilli

APMA®

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