Justin Stevens is a CFP® with 15 years of industry experience and currently serves at O'Keefe Stevens Advisory, Inc., where he has worked since 2017. Prior to that, he was with Sage Rutty & Co. Inc. for eight years. Justin holds a Series 66 license. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser managing approximately $585.6 million in assets across 357 client households. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, employing a value-oriented, long-term investment approach focused on capital preservation.

Peter O'Keefe is a CFP® certificant with 45 years of industry experience. He currently serves as an advisor at O'Keefe Stevens Advisory, Inc., where he has worked since 2017, following an eight-year tenure at Sage Rutty & Co Inc. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser that serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation, managing approximately $585.6 million in assets across 357 client households as of year-end 2025.

Kellan Peer is a financial advisor at O’Keefe Stevens Advisory, Inc. in Rochester, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and Noticestry LLC. Outside of advisory work, he assists his mother’s private practice, Oasis Therapy LLC, providing consulting and business planning support. O’Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pensions, charitable organizations, and small businesses. The firm follows a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation.

Grace Stolberg is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with O'Keefe Stevens Advisory, Inc., where she has worked since 2023. Her prior experience includes a role at SFG Wealth Management and various positions outside the financial industry, including teaching at Nazareth College and entrepreneurship at Peppermint Boutique. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on a value-oriented, long-term investment approach and manages approximately $585.6 million in assets across 357 client households.