William Kerry Ames

Lynn Orr is the sole advisor at Lynn H. Orr Capital Management Group, Inc. in Marco Island, FL, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has managed his firm since 1998. The firm provides discretionary portfolio management and financial advice to individual clients, including high-net-worth individuals, managing approximately $72 million across 66 client relationships. Investment decisions are tailored to client goals and risk tolerance, utilizing a wide range of investment options and strategies, including options, margin, and short positions when appropriate.

Steven Hardardt is a financial advisor with Precision Financial Services who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Leigh Baldwin & Co., LLC from 2015 to 2016 and has been with PFS Partners, LLC since 2014. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers and private funds.

Philip Shaffer is a financial advisor at OneAscent Family Offices with Series 63 and Series 65 credentials and 45 years of industry experience. Prior to joining OneAscent in 2024, he worked at Hamilton Capital Management, Inc. and Morgan Stanley, among other firms. OneAscent Family Office provides investment advisory and family office services primarily to high-net-worth individuals and institutional clients. The firm offers customized asset management, financial planning, and family office solutions, utilizing multiple affiliated entities and various third-party managers to implement client portfolios.

John Salvino is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Performance Wealth Partners, LLC since 2021. Prior to this, he spent 19 years at William Blair & Co., L.L.C. He is a board member of the Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, in addition to being a passive investor with the Irish Angels group. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, individual securities, and alternative investments, focusing primarily on long-term strategies with periodic reviews and rebalancing.

John Klaas Jr. is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers, offering discretionary portfolio management and access to third-party managers and model portfolios.

Craig Bolanos Jr. is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes over two decades at LPL Financial, LLC and roles at Wealth Management Group, L.L.C. and Private Client Services. He is also a partner and owner of several holding companies unrelated to investment activities. VestGen Advisors manages approximately $6.66 billion for nearly 22,790 clients through 53 advisors, offering a range of investment and retirement plan services. The firm employs a client-specific approach combining fundamental, technical, and quantitative analysis, and serves a diverse client base including institutional investors.