Next Level Financial Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Frank Staves

Financial Advisor

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

Kent Keith

Private Wealth Advisor

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

Seth Gansman

CRPS

Financial Advisor

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

Stephen Gansman

Financial Advisor

Visit Stephen Gansman's website

Diane Bernhard

MBA

Financial Advisor

Visit Diane Bernhard's website

Ryan D Wizov

CRPC, APMA

Financial Advisor

Visit Ryan D Wizov's website

Shawn C Smith

APMA, CRPC

Financial Advisor

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

Shawna Petrushkin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Shawna Petrushkin's website

Shrinivas Penugonda

MBA, APMA

Financial Advisor

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

Teri Ranieri

Financial Advisor

Visit Teri Ranieri's website


Team

Patricia D'Innocenzo

Patricia D'Innocenzo

Client Service Coordinator,

Client Service Specialist
Patty Ward

Patty Ward

Client Relationship Manager

Sydney Regert

Sydney Regert

Administrative Assistant

Tami Michel

Tami Michel

Client Service Coordinator

Thomas Barrett

Thomas Barrett

Client Service Specialist