Our Team

We are dedicated to helping our advisors grow their practice.
We are here to assist you every step of the way.

Robert A. Pugliese

Robert A. Pugliese

Chairman and Chief Executive Officer

Bob has worked extensively in the financial services industry since 1972. He has been engaged in many facets of the industry and is able to draw upon a wealth of experience when providing advice and guidance to the financial professionals on the Premier Wealth Management® team. Previously a very successful agent and financial professional, he founded Premier Wealth Management® in 1999.  Beginning in 2001, he discovered his true passion and niche – helping our financial professionals achieve their objectives by remaining relevant, efficient and profitable as they build their practices and grow their businesses.

No longer focusing on personal production, he now dedicates his efforts to mentoring our financial professionals to help them develop a business plan dedicated to their success, while giving them the freedom to structure their business in a manner that best serves their clients.

For nearly 20 years Premier Wealth Management® has been one of the top 10 OSJ practices (out of nearly 400) at Cambridge Investment Research. Our team of financial professionals and staff continue to focus on the future of our industry while remaining committed to preserving the independence, flexibility and control that we have built over the years.

In 2012 Bob was honored with the Spirit of Cambridge Award, awarded annually to those financial professionals who have demonstrated the four Cambridge core values of integrity, commitment, flexibility and kindness. The financial professionals who are selected must have been with Cambridge for a minimum of ten years. Bob was one of three financial professionals selected in the inaugural group.

In 2020 the Central PA Business Journal presented Bob with the ICON Award. The Icon Award honors individuals considered champions of their business and local community.  Honorees must have a long-standing commitment to their community and significant professional accomplishments.

Bob has always been active in his community. He served on the Steering Committee for the Capital Campaign for Bishop McDevitt High School and more recently, as the co-chair for phase 2 of the campaign, the Legacy Campaign. He is very active with the Central Pennsylvania Friends of Jazz, and Premier has been the major sponsor of their annual jazz festival. He is a member of both the Harrisburg Country Club and the Hershey Country Club, a season ticket subscriber and member of the Guild at the Hershey Theatre, a member of the Hershey Gardens and the Hershey Story. He serves on the Board of the Hershey Theatre and the West Shore Office Park. He also serves as the Executive Director of the LFA Foundation dedicated to provide services and support for those suffering from Russell Silver Syndrome and Autism. Bob and his wife of 50 years live in Harrisburg, Pennsylvania. They have two children and four grandchildren.

Traci A. Shughart

Traci A. Shughart

President & Chief Administrative Officer | OSJ & Branch Manager

Traci has been actively engaged in the financial services industry since graduating from Pennsylvania State University in 1988. She began her career working in property and casualty insurance. During her tenure at a local central Pennsylvania P&C agency, she began working in the financial services department. Bob Pugliese was managing the financial services division at that time and Traci and Bob collaborated on several projects. In 1999 Bob left the P&C firm to launch his own company, Premier Wealth Management®. At that time, he approached Traci to join his new firm. It was soon after that Bob and Traci together decided to make the move to Cambridge Investment Research. In 2001 through 2002 she began the task of pursuing her securities licensing. During that time period she obtained her Series 6, 7, 63, 65 and 24. Since then she has worked side-by-side with Bob as the assistant branch manager and OSJ designee. Together they have built Premier Wealth Management® into a successful practice, consistently one of the top 10 OSJ practices at Cambridge.

In 2020 Traci completed her Women in Leadership certificate awarded by Cornell University. That same year she was honored by the Central PA Business Journal as a 2020 Women of Influence honoree. This award is given to women business leaders for their contributions to their company, industry and local community.

Traci’s involvement in the local community has included serving on the local Little League Baseball board and participating in the PTO of the Capital Area School for the Arts High School. She is a member of the Blues Society of Central Pennsylvania and the Central PA Friends of Jazz and is very involved in the local music and art community.  She also serves as a board member of the LFA Foundation which promotes awareness of Russell Silver Syndrome and Autism Spectrum Disorder through education, research and funding.

Traci’s role is to provide guidance and direction to Premier Wealth Management’s® financial professionals. Every day she works with financial professionals to navigate the challenges that arise in running a professional business and help them do what is in the best interest of their practice and their clients. She is passionate about raising the bar on the level of professionalism in the financial services industry and loves working with financial professionals who share this passion.

Traci and her husband, Lee, live in Carlisle, PA. They have two sons and a daughter-in-law.

Sebastian N. Sullivan, AIF®, CFP®

Sebastian N. Sullivan, AIF®, CFP®

Executive Vice President, Operations and Due Diligence

Sebastian began as an intern with Premier Wealth Management in 2010 while still in his senior year of college. Bob and Traci soon recognized that Sebastian would be a valuable asset to their team and offered him a full-time position in 2011. Sebastian holds FINRA Series 7, 66 and 24 as well as his Life and Health and the AIF® and CFP® designations. He is a graduate of Gettysburg College with a degree in Business Management. He has worked closely with the team learning all aspects of the Premier Wealth Management® business, as well as the financial services industry. 

Sebastian’s strives to help financial professionals and their staff grow their practices while making their offices more efficient on a day-to-day basis. Sebastian is experienced in Cambridge’s many technology systems including CLIC Advisor and Wealthport. He is also knowledgeable in many common outside programs such as RiskAlyze, Morningstar and Y-Charts. 

In his personal time, Sebastian enjoys working out, reading, coaching youth sports, and spending time with family and friends. He lives in Harrisburg, PA with his wife Stephanie and his daughters Isabella and Sophia.

Melissa R. Loner, AIF®

Melissa R. Loner, AIF®

Executive Vice President, Advisor Services

Melissa joined our team in 2020. She earned an MBA from American Military University, holds FINRA Series 4, 6, 7, 24, 53, 63, and 65 licenses and is also a member of the National Society of Compliance Professionals (NSCP) professional association where she currently participates on the Board of Directors. Along with her certifications, Melissa has over 22 years of experience in the Financial Services Industry. Previously employed with Cambridge Investment Research for over a decade, she brings a wealth of experience and knowledge to our team. Throughout her career she has worked as an advisor, worked in due diligence, marketing, transitions, operations, supervision, compliance and fiduciary services.

Melissa devotes her time to helping our financial professionals and their associates navigate the complex world of compliance and supervision, and helps educate and guide our group through the ever-changing regulatory environment. In her role with Premier, she will be focusing on practice management and enhancing the experience of our financial professionals. With her extensive experience in the industry and time spent within Cambridge, she is able to provide you with forward thinking ideas and solutions to everyday issues allowing you to grow your business.

In her personal time Melissa loves to travel and learn about new cultures and loves to read. Melissa is a coffee aficionado as well as an avid scuba diver who is deep dive certified. She currently resides in Florida with her husband and three children and looks forward to spending time with the family.

Mark W. Steinhart, BFA™

Mark W. Steinhart, BFA™

Vice President of Business Development

Mark has been in the financial services industry since 1997. He became an independent financial professional with Premier Wealth Management® and Cambridge in 2002.  Mark was invited to join the staff of Premier in 2018 as the Vice President of Business Development. Mark’s role currently involves serving his clients, recruiting financial professionals and providing practice management assistance to our team of financial professionals. Mark also helped implement the Premier Advantage® investment solutions offering in 2017. This program provides models and model building services to our financial professionals. He continues to work closely with that program.

Currently, Mark holds his Life and Health licenses, Series 6, 63, 7, 24 and 65 licenses, as well as the Behavioral Financial Advisor™ designation. He enjoys his role with Premier and being part of the team’s future growth and success.

Through the years Mark has volunteered in various capacities and leadership roles within his church and his children’s school district. He also coaches baseball and enjoys exercising, hunting, fishing, reading, listening to music and various other activities. He has been married to his wife Jennifer for 28 years and has three children, Gabrielle, Chase and Josh along with their two dogs, Dexter and Molly.

Jennifer J. Steinhart

Jennifer J. Steinhart

Operations and Business Services Specialist

Jennifer joined the Premier Wealth Management® team in 2016. Jennifer holds her 6 and 63 as well as her Life and Health Licenses. She is a graduate of Central Penn College and has worked closely with her husband Mark in the financial services industry since 2007. She can be contacted for questions and training on CLIC, paperwork issues and CIRStatements. Jennifer is our lead Virtual Assistant and is able to help with many administrative tasks.

Through the years Jennifer has volunteered at the school district her children attend, Swim Club and her church. Jennifer enjoys spending time going on long walks, home improvement projects, and shopping for the next great deal. She also loves spending time with family and friends. She is married to her husband Mark for 25 years and has three children, Gabrielle, Chase and Josh, and two dogs, Dexter and Molly.

Robin C. Mumma

Robin C. Mumma

Executive Assistant

Robin Joined us in 2007. She is the pleasant voice that answers the phone and has a way of making everyone feel welcome. Robin handles many of the administrative duties in our office including scanning, updating our data base on a regular basis, scheduling appointments, handling all incoming and outgoing mail and provides assistance to our advisors in various areas. Robin is also one of our virtual assistants and can help you with many of your day-to-day tasks as part of the Virtual Assistant Program. She is the go-to person in the office who handles many tasks that make the office move in a smooth and efficient manner, and she works closely with Zack to help coordinate Premier’s Annual Conference & Retreat. 

You can contact Robin to schedule appointments with Bob and Traci or other members of the Premier staff. Robin can assist you with WebCapture, CLIC Imaging and with any issues tracking documents that you have sent to our office. 

Robin is married with one daughter. She enjoys gardening, trying new recipes, and spending time with friends and family.

Jodi Greiner

Jodi Greiner

Advisor Services-Liaison

Jodi joined our team in 2022. She earned a BA in Business and a MBL (Masters in Business Leadership) both from William Penn University. Having previously worked under Melissa Loner at Cambridge Investment Research, she comes with advisory services and Cambridge experience. Jodi has over 10 years of experience in the investment, banking and finance industries.

In her spare time, she enjoys teaching Dave Ramsey’s Financial Peace University classes, serving on the county hospital board of directors, volunteering as a foster home for the local humane society and traveling. She is also an adjunct professor for several colleges teaching computer classes as well as communications, management, human resources and business courses.

Jodi and her husband, Chris, reside in Iowa and have 3 sons; Gage (Army Ranger), Cooper (Army Airborne), and Sammy (a high school senior). She enjoys traveling the world visiting her boys wherever they may be.

About Our Broker-Dealer

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1776 Pleasant Plain Road
Fairfield, IA 52556-8757

641-472-5100  |  


5004 Lenker St. #200
Mechanicsburg, Pa 17050

800-784-2266  |  717-737-2001

over 20 years!

Serving financial professionals since 1999! With a multitude of services to help keep their businesses running smoothly and efficiently, we want our advisors to be able to focus on what’s important, their clients. Let us help with the rest!

Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Premier Wealth Management, Inc. and Cambridge are not affiliated.

For Financial Professional Use Only | Copyright © 2016-2021 Premier Wealth Management, Inc. All Rights Reserved

800.784.2266 Toll Free | 717.737.2001 Phone | 717.737.3115 Fax | 5004 Lenker Street, Suite 200, Mechanicsburg, PA, 17050