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

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