Our Team

Our Advisors

Our Advisors are here to provide you with the services and resources you need to help you realize and achieve your financial goals. Our associates are supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation, and employee benefits.

Advisors

Scott Schuebel, CFS, AIF

CEO / Managing Partner

(410) 584-7444

(410) 785-7655

scott@statera-advisors.com

With over 25 years in the investment and insurance business, Scott has become a trusted financial professional to his numerous clients. Statera Advisors was formed in 1994 to provide high standards of service, integrity and...

Stephen Vecchione, CFP®, MBA

CEO / Managing Partner

410-773-8318

steve@statera-advisors.com

Leveraging more than two decades of experience in the financial industry, Mr. Vecchione has earned distinction as the co-founder and managing partner of Statera Advisors and Statera Retirement. Since 2018, he has focused his efforts on...

Bradley Bartkowiak, CPFA®, CLTC®

Wealth Management & Retirement Planning

410-773-4489

brad@statera-advisors.com

With over 15 years of experience in the financial services industry, Brad has been dedicated to helping clients achieve their financial goals since joining Statera Advisors in 2009. Specializing in risk mitigation, wealth accumulation,...

Nicholas Bonomolo

Wealth Management & Retirement Planning

410-773-4463

nbonomolo@statera-advisors.com

As a financial professional for over 10 years, Nick has become a trusted advisor for his clients through various stages of life since 2014. By focusing on all areas of financial planning including risk management strategies, wealth...

Wm. Neil Cummins, ChFC®, CASL®

Wealth Management Advisor

410-497-3627

410-785-7655

williamcummins@financialguide.com

Neil has been in the financial services industry for over 20 years. Neil has his Chartered Financial Consultant (ChFC) and Certified Advisor for Senior Living (CASL) designations. He specializes in financial planning and retirement...

Paul Dettor

Wealth Management & Retirement Planning

(410)-773-4449

pj@statera-advisors.com

Paul joined Statera in 2025 to leverage his financial background with his passion for helping others. Before joining Statera, Paul worked for a prominent investment bank in both the Credit Risk and Equity Sales and Trading groups....

Kelby Gelston

Wealth Management & Retirement Income Planning

443-360-3642

410-773-4488

kgelston@statera-advisors.com

Kelby joined Statera Advisors in 2015 after spending over 10 years with another financial services firm in downtown Baltimore and brings a vast array of knowledge and experience in the financial services industry. Kelby works closely...

Chris King

Wealth Management & Retirement Planning

240-925-0754

410-785-7655

chrisking@financialguide.com

Chris King joined the Statera team in 2025 bringing with him over 25 years of experience guiding individuals, families, business owners and executives. Chris is known for delivering clear, strategic, and personalized financial advice....

Dawn Knasas

Wealth Management and Retirement Planning

757-748-8551 (voice only)

Dawn@statera-advisors.com

“Committed to building long-term relationships with my clients and helping them reach their goals. Drawing on my knowledge, experience, and world class tools, I help build financial freedom for my clients.”Dawn Knasas graduated from...

Robert Link, CRPC®

Wealth Management & Retirement Planning

410-773-8349

rlink@statera-advisors.com

Rob applies his vast knowledge of financial services and retirement planning for individuals, families, and business owners . . .

Timothy McDonough, CFP®

Director of Financial Planning

tim@statera-advisors.com

Tim came to Statera Advisors in 2011 after acting as Managing Member of InterAction as a Fee Based Planner. Tim is supported by a team of professional staff with many years of combined experience in financial and retirement services,...

Peter R. Paris, CFP®, CRPC®

Wealth Management & Retirement Planning

(443) 492-6611

(410) 773-4488

pete@statera-advisors.com

As a CERTIFIED FINANCIAL PLANNER™ professional, Pete helps his clients create and implement comprehensive solutions to simplify their complex financial lives. Pete's process begins by gaining a deep understanding of his clients'...

Sarah Santeufemio, CFP®.

Wealth Management & Retirement Planning

410-773-4469

sarah@statera-advisors.com

Sarah comes to Statera Advisors with expertise and a strong focus on Retirement Income Planning. Working mainly with retirees and pre-retirees, she supports her clients by providing them the education and resources they need to help...

Brian Sigwart, CFP®, RICP ®

Wealth Management and Retirement Planning

410-497-3646

410-785-7655

bsigwart@financialguide.com

Brian is a Certified Financial Planner™ Professional (CFP®) with over 20 years of industry experience. Brian has specialized in "Retirement Income Planning" analysis for the last 15 years. Brian is also experienced in Federal employee...

William Summers

Wealth Management & Retirement Planning

(410)-773-8324

will@statera-advisors.com

Will joined Statera Advisors in 2022, following a few years at a prominent firm in Washington, D.C. He brings extensive knowledge and experience in the financial services industry, working closely with clients to support their...

Travis Brown

Wealth Management and Retirement Planning

410-773-8327

443-956-3342 (voice only)

tmbrown@financialguide.com

With more than 25 years of experience in the financial services industry, Travis specializes in retirement income planning and long-term investment strategies that help individuals and families build lasting financial security.He holds...

Our Internal Support Staff

The staff at Statera Advisors is fully committed to providing the highest level in client service. It is our goal to assist with and simplify your navigation through a complex and ever-changing financial world.

Internal Support

Timothy R. DuPont

Investment Specialist

(410) 773-4445

(410) 785-7655

tdupont@statera-advisors.com

Tim joined Statera Advisors in 2011 after moving to Baltimore from Bethany Beach, DE. His work as a financial advisor concentrates on creating relationships with, and developing comprehensive financial strategies for both individual...

Daniel LLewellyn, Jr.

Retirement Plan Coordinator

(410) 773-4450

dllewellyn@statera-advisors.com

DJ has been working within Statera Advisors since 2013, focusing primarily on helping plan sponsors and their participants deal with the everyday nuances involved within group retirement plans. DJ is in constant contact with both the...

Charles F. Talbott

Insurance & Annuity Specialist

(410) 773-8346

(410) 773-4488

charlestalbott@statera-advisors.com

Charles came to Statera Advisors in 2008 after working for a large national financial firm. He started his financial career immediately after graduating from college in 2006 and has been continuously involved ever since. His focus is...

Kate Trefz

Marketing Director

239-289-6487 (voice only)

410-785-7655

ktrefz@statera-advisors.com

Kate has been working with our team in marketing since February of 2022. She supports our advisors in social media campaigns, financial education webinars, and the creation of marketing and financial education materials. She is a...