Anthony Kinzie is a CFP®, CEPA, CPWA®, professional with nine years of industry experience, currently serving as the President of Blue Bear Private Wealth. His career includes roles at Cetera Advisors LLC, Principal Securities, and Nucor Steel Berkeley. Outside of advisory services, he is co-owner and president of ICAP, LLC, a property and casualty business. Blue Bear Private Wealth is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, with the ability to incorporate individual securities and options to meet client objectives.

Robert Kubiszyn is a financial advisor at Blue Bear Financial, LLC in Mt. Pleasant, SC. He holds the Series 65 designation and has one year of industry experience. Prior to joining Blue Bear Financial, he worked at Emerson from 2015 to 2023. Blue Bear Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, family offices, businesses, and retirement plans. The firm focuses on customized, primarily long-term strategies using low-cost mutual funds and ETFs, with the ability to incorporate individual stocks, bonds, options, and derivative instruments as appropriate.

Priscilla Gilbert is a CFP® professional with 15 years of industry experience, currently serving as President and Investment Advisor Representative at Blue Bear Financial, LLC. She was previously with CenterPoint Financial, Inc. for 11 years, which operates under Blue Bear Financial as a DBA. Blue Bear Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, family offices, businesses, and retirement plans. The firm employs primarily long-term, customized strategies utilizing low-cost mutual funds and ETFs, with additional use of individual stocks, bonds, options, and derivative instruments as appropriate.