Naples, FL Office

Christopher Klenk is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Jazz Wealth Managers, Inc. and Northwestern Mutual. Outside of his advisory work, Klenk serves on the board of Naples Interagency, a nonprofit focused on the senior healthcare industry and scholarship fundraising for healthcare students. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary approaches.

John Pappas is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with Steward Partners since 2014 in various capacities and previously worked with Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets and serving a nationwide client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services through Steward Partners-branded solutions and third-party money managers.