James Arcoraci is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding a Series 63 designation and bringing 31 years of industry experience. He has been with HBKS Wealth Advisors since 2016 and also serves as an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors provides investment management, financial planning, and pension consulting services to individuals, retirement plans, and institutional clients. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platforms.

Lawrence Fiorella is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding a Series 66 credential and 20 years of industry experience. He has been with HBKS Wealth Advisors since 2016 and also serves as an insurance agent with HBK Sorce Insurance LLC. Fiorella is a general voting board member of the Southern Chautauqua Federal Credit Union. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios typically on a discretionary basis using proprietary models, sub-advisors, and multiple platforms.

Shawn Fodge is a CFP® with 17 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors. His prior roles include positions at Fidelity Investments, Schneider Downs Wealth Management, The Huntington National Bank, and LPL Financial. HBKS Wealth Advisors serves individuals across the wealth spectrum, retirement plans, and institutional clients, offering customized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing accounts primarily on a discretionary basis, and maintains affiliated businesses including accounting, brokerage, and insurance services.

Jason Rundorff is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at Naples Global Advisors and HBK Sorce Insurance LLC, among others. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios across a broad range of strategies and provides specialized services for high-net-worth clients under its Level 3 brand.

Jessica Morrow is a financial advisor at HBKS Wealth Advisors with two years of industry experience. She holds a Series 65 credential and has previously worked at EY, John Carroll University, Center Street Technologies, HBK CPAs & Consultants, and HBK Sorce Insurance LLC. In addition to her advisory role, she is an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and multiple platform arrangements, providing a range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Ryan Hawk is a Certified Financial Planner (CFP®) with 20 years of experience in the financial industry. He has been with HBKS Wealth Advisors since 2018 and previously worked at The Vanguard Group and Purshe Kaplan Sterling Investments. Hawk is also an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and typically manages accounts on a discretionary basis using proprietary models and multiple platform arrangements.

Anthony Scrocco is a CFP® with 12 years of experience in financial advisory. He has worked at HBKS Wealth Advisors since 2013 and has prior experience with Park Shore Partners LLC and Hill Barth & Kingl LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management and financial planning. The firm employs a range of strategies across asset classes and offers specialized services for high-net-worth clients, using proprietary models and multiple platform arrangements.

Isaiah Brownman is a financial advisor at HBKS Wealth Advisors in Sarasota, FL. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he worked at Florida Gulf Coast University and Builder's Model Home Furniture. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages portfolios using proprietary models and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

Amanda Mahland is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. She holds a Series 66 designation and has worked at both HBKS Wealth Advisors and Purshe Kaplan Sterling Investments since 2008 and 2009, respectively. HBKS Wealth Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages portfolios typically on a discretionary basis using proprietary models and multiple platform arrangements.

Iris Serrano Faria is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with HBKS Wealth Advisors and previously worked at JP Morgan Chase Bank and Morgan Stanley. Before entering the financial industry, she spent four years at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management and financial planning, deploying a range of strategies across multiple platforms to develop tailored portfolios.

Gerald Hall is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments LLC since 2016. Outside of his advisory role, Hall works as an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a range of strategies, managing accounts on a discretionary basis while offering additional services such as tax-overlay and cryptocurrency exposure.

Matthew Costigan is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding CFP®, PFS™, and Series 66 credentials and bringing 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2010 and has been involved with Hill Barth & King LLC, a public accounting firm where he holds a CPA license, since 2006. Costigan is also a board member of the North Catholic Foundation. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a diverse range of strategies and proprietary models, supporting accounts via discretionary management and multiple platform providers.

Richard Morrow Jr. is a financial advisor at HBKS Wealth Advisors with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments. In addition to his advisory role, he serves as treasurer and board member for the Rescue Mission of Mahoning and the Pregnancy Help Center. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.

Thomas Taranto is a Certified Financial Planner® with 17 years of industry experience. He is a Senior Financial Advisor at HBKS Wealth Advisors with prior experience at Purshe Kaplan Sterling Investments and Edward Jones. Taranto serves on the Board of Directors for the Canfield Soccer Club, a nonprofit promoting youth soccer in the community. HBKS Wealth Advisors serves individual and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a range of strategies and offers specialized services for high-net-worth clients under its Level 3 brand.

Steven Weryha is a CFP® professional with 12 years of industry experience, currently with HBKS Wealth Advisors in Erie, PA, where he has worked since 2012. His prior experience includes seven years at Purshe Kaplan Sterling Investments and work with HBK Sorce Insurance LLC, where he serves as an insurance agent. Outside of his advisory role, he acts as an independent contractor providing credit boosting services. HBKS Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management, financial planning, and pension consulting, employing a broad range of strategies and proprietary model portfolios in a discretionary management framework.

Victoria Avila is a CFP® and Series 65-licensed financial advisor with HBKS Wealth Advisors, bringing two years of industry experience. She previously worked at Mertz Taggart and Florida Gulf Coast University, and is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a wide range of strategies and manages accounts primarily on a discretionary basis using proprietary models, sub-advisors, and multiple platform relationships.

Jennifer Di Lorenzo is a financial advisor at HBKS Wealth Advisors in Naples, FL, holding a Series 65 license with five years of industry experience. She has been with HBKS Wealth Advisors and its affiliated firm, Park Shore Partners, since 2019. In addition to her advisory role, she is an advisor associate involved with a hedge fund through Park Shore Partners. HBKS Wealth Advisors serves a diverse client base, including individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm manages tailored portfolios using a variety of strategies and platforms and maintains affiliated businesses, including accounting and brokerage services, as well as a material affiliation with Park Shore Partners.

Brian Welsh is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding a Series 66 designation with 19 years of industry experience. He has worked at HBKS Wealth Advisors since 2017 and previously at Locust Capital Management LLC from 2013 to 2017. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, providing investment management, financial planning, and pension consulting. The firm offers tailored portfolios using a range of strategies and multiple platform arrangements, with services including a dedicated high-net-worth offering branded as Level 3.

Regan Schumacher is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Janney Montgomery Scott, Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he is a joint owner of a rental property in Sea Isle City, NJ, where he assists with lease signing and maintenance. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm manages accounts using proprietary model portfolios and multiple platform arrangements, providing a broad range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Ethan Berkebile is a CFA® charterholder with three years of industry experience. He is currently a senior investment analyst at Park Shore Partners LLC and HBKS Wealth Advisors. His prior experience includes roles at The Coury Firm and Gibson Capital LLC. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary portfolio management of private pooled funds and multi-asset strategies. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and incorporates ETFs, mutual funds, and option strategies in its portfolio construction and risk management.