Richard Lee Jeffery

Jo Ann Fujii is a financial advisor at Stadia Financial LLC with one year of industry experience. She holds a Series 65 designation and has a background that includes roles at Baxter Healthcare and ICU Medical. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, managing diverse portfolios on a discretionary basis and offering a range of wealth management and planning services.

Beata Tou is a financial advisor at Stadia Financial LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles in hospitality and staffing companies. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth management, financial and estate planning, and related services. The firm’s investment approach emphasizes capital preservation and incorporates multiple analytical methods to construct diversified portfolios.

Stacy Sheetz is a Series 65-licensed financial advisor with one year of industry experience. She is currently with Stadia Financial LLC and previously worked at Provident Trust Group and Polycomp Administrative Services. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a multi-faceted investment approach and offers discretionary investment management combined with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services.

Ken Steria is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Stadia Financial LLC. His prior experience includes a long tenure at The Vanguard Group and roles at Northwestern Mutual Wealth Management Company and other firms. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth planning, tax strategy, insurance advice, and trust services. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis in portfolio construction.

Kari Clark is a financial advisor at Stadia Financial LLC with five years of industry experience. She holds the Series 63, 66, and 65 licenses and previously worked at Stadia Capital Group, LLC and Kuliaikanuu Inc. Clark also serves as Director of Operations at Stadia Capital Group, LLC, where she handles operations, payroll, and accounting. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation and employs a multi-faceted investment approach including public equities, fixed income, ETFs, and alternatives, with discretionary management and periodic portfolio reviews.

Brett Kennelly is a financial advisor at Stadia Financial LLC with one year of industry experience. He holds a Series 65 credential and has been involved in management roles at Stadia Capital Group, LLC and Kolea Management Services, LLC since 2017. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, offering discretionary investment management alongside wealth management and comprehensive financial planning services.