New York, NY Park Avenue Office

Wilhelmina Joseph is a financial advisor at Steward Partners Investment Advisory, LLC in New York, NY, holding Series 63 and Series 65 licenses with 55 years of industry experience. Her career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Molly Townsend is a CFP® with 15 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC in New York, NY. Her prior experience includes roles at UBS Financial Services Inc., Bank of America, N.A., and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services, with partnerships involving custodians such as Pershing, Raymond James, and SMArtX.

Anthony Mandile is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at multiple Steward Partners entities since 2016 and previously at Raymond James Financial Services from 2016 to 2022. In addition to advisory services, he is also an agent involved in installing insurance products. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Michael Kohl is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple Steward Partners entities since 2017 and previously at Raymond James Financial Services from 2017 to 2022. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management, financial planning, and consulting services.

Aidan Longhurst is a financial advisor at Steward Partners Investment Advisory, LLC with 2 years of industry experience. He holds a Series 66 designation and has worked at several entities within the Steward Partners organization since 2024. Prior to joining Steward Partners, his background includes roles at EssenceMediacom, Darktrace, and Fischer Capital Management LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Theresia Ennen Herrmann is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. Her career includes over two decades at Raymond James Financial Services, Inc., and multiple affiliated Steward Partners entities since 2016. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management.

Mark Pojednic is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms including Wells Fargo Advisors and Raymond James Financial Services prior to joining Steward Partners. Outside of his advisory role, he serves as a captain on the board of the Barnegat Light First Aid Squad, a local volunteer EMS organization. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management through proprietary and third-party strategies.

Arline Strelzik is a financial advisor at Steward Partners Investment Advisory, LLC with 45 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Ismael Robledo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Steward Partners since 2016 and previously with Raymond James Financial Services from 2016 to 2022. Outside of advisory work, he is involved in a support role at The Beiley Group, assisting clients with customer service. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ali Geranmayeh is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. He previously worked at UAS Asset Management for 23 years before joining Steward Partners. Outside of his advisory role, he is involved with Biblio Holdings, LLC, an online education services company founded by his wife. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, retirement plans, corporations, trusts, and charitable organizations with a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

Jolene Tepedino is a financial advisor with Steward Partners Investment Advisory, LLC in New York, NY. She holds a Series 66 designation and has eight years of industry experience. Her prior experience includes ten years each at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Nicholas Tejeda is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and one year of industry experience. He previously worked at UBS Financial Services for eight years and has experience in hospitality with The Capital Grille. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Jordan Zelniker is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Financial and involvement in sports organizations such as the New York Islanders and Monumental Sports & Entertainment. Outside of investment advisory, he serves as an educational advisor at Georgetown University and provides consulting related to sports, entertainment marketing, and esports. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering diversified portfolio management and financial planning services.

Thomas Barr is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Barr serves as a board member and investment committee participant for TrueEx. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving individual, institutional, and charitable clients nationwide. The firm offers a range of portfolio management solutions and financial planning services through both in-house and third-party managers.