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 II is a financial advisor at Precision Financial Services with 13 years of industry experience. He holds the Series 66 designation 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private investment 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 24 years of experience in financial advising. He is currently with Performance Wealth Partners, LLC, where he has worked since 2021, following a 19-year tenure at William Blair & Co., L.L.C. Salvino serves as a board member for Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni network. He is also a passive investor with Irish Angels, an angel investing group of Notre Dame alumni. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning. The firm manages over $4 billion in client assets through a multi-advisor team and employs a long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

John Klaas Jr. is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Gladstone in 2021, he worked at UBS Financial Services from 2007 to 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level.

Craig Bolanos Jr. is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at LPL Financial, LLC, Wealth Management Group, L.L.C., and Principal Financial Services. He is also a partner and owner in several holding companies related to VestGen Wealth Partners, though these activities are not investment related. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm uses a combination of advisor-level client relationships and centralized portfolio construction, managing about $6.66 billion in assets with 61 advisors serving a diverse client base that includes institutional and government entities.