Our advisors

Kent Keith

Private Wealth Advisor

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

Seth Gansman

CRPS

Financial Advisor

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

Frank Staves

Financial Advisor

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

Ryan D Wizov

CRPC, APMA

Financial Advisor

Learn more about Ryan D Wizov Visit Ryan D Wizov'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

Shawna Petrushkin

CFP®

Private Wealth Advisor

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

Shrinivas Penugonda

MBA, APMA

Financial Advisor

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


Our team

Patricia D'Innocenzo

Patricia D'Innocenzo

Client Service Coordinator,

Client Service Specialist
Patty Ward

Patty Ward

Client Relationship Manager

Tami Michel

Tami Michel

Client Service Coordinator

Sydney Regert

Sydney Regert

Administrative Assistant

Thomas Barrett

Thomas Barrett

Client Service Specialist