Sandusky, OH Office

Stephanie Fratoe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Kestra in 2021. Outside of her advisory role, she serves as treasurer for a homeowners association and is a licensed notary. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services while supporting advisor autonomy with supervisory oversight and access to various in-house and third-party solutions.

Steven Hafner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Kestra in 2020, he worked at UBS Financial Services for five years. He serves on the boards of Catholic Charities of Erie County and Serving Our Seniors of Erie County, Ohio. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, supporting independent advisor decision-making with access to various platforms and managed solutions.

Brian Duttera is a financial advisor at Kestra Private Wealth Services, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is the founder and portfolio manager of True Alpha Wealth Management and serves as secretary on the board of The Pattrick and Louise Murray Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm supports advisor-managed discretionary and non-discretionary accounts, financial planning, and a range of investment platforms and solutions.

Elizabeth Skrinak is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2018. Her prior experience includes roles at Bank of America and Merrill. Outside of her advisory work, she is involved in managing real estate properties as an owner and landlady. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-driven portfolio management across multiple platforms.

Tessa Steinemann is a CFP® professional with 10 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC and has previously worked at LPL Financial LLC, JPMorgan Asset and Wealth Management, and Beachbody LLC. Steinemann serves on several local boards, including as President of The Assembly of Erie County and Treasurer of the Sandusky Education Foundation, where she is involved in financial oversight and fundraising activities. Kestra Private Wealth Services, LLC provides a range of advisory services to individual clients, retirement plans, and institutional entities, employing both discretionary and non-discretionary investment approaches across multiple platforms and product types. The firm offers portfolio management, financial planning, and specialized solutions including private fund placement and trustee services.