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

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