Steven Swindler is a CFP® professional with 20 years of industry experience, currently affiliated with HBKS Wealth Advisors. He previously worked at Purshe Kaplan Sterling Investments for 11 years and has been with Hbk Sorce Advisory LLC since 2006. Outside of his advisory role, Swindler is a CPA involved in tax accounting and holds leadership positions in several nonprofit organizations, including serving as treasurer for the Martin County Gator Club and board member for Martin County Healthy Start. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm utilizes tailored portfolios managed through proprietary models, sub-advisors, and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

Shania Uhteg is a financial advisor at HBKS Wealth Advisors in Fredonia, NY, holding a Series 65 designation with two years of industry experience. She also serves as a director for the Arcade Area Chamber of Commerce, where she participates in promoting and growing the local community. Her prior work includes roles at HBK Sorce Insurance LLC and the State University of New York at Fredonia. HBKS Wealth Advisors serves a range of clients from non‑high-net-worth individuals to corporate and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing portfolios typically on a discretionary basis and providing additional services such as tax overlays and cryptocurrency exposure.

Christopher Hines is a CFA® charterholder with 9 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management from 2016 to 2017. Hines holds a Series 63 license and is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and a specialized high-net-worth service called Level 3. The firm employs a broad range of strategies across multiple platforms and provides educational materials, affiliated business services, and sub-advisory support to third-party advisers.

Irene Buettner is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at HBK Sorce Financial since 2006, Purshe Kaplan Sterling since 2009, and HBK Sorce Insurance LLC since 2010. Outside of her advisory roles, she serves as a board member and Director of Christian Education at Grandview Alliance Church. HBKS Wealth Advisors serves a range of clients including individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios on a discretionary basis using various platforms and a broad set of strategies, and it also provides back-office and sub-advisory services to affiliated and third-party advisors.

Jason Nunnery is a CFA®-designated financial advisor with nine years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at firms including JP Morgan Chase Bank NA and Wilmington Trust, N.A. There are no notable outside activities reported. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios to manage discretionary accounts and offers a specialized high-net-worth service known as Level 3.

Gabriel Gallagher is a CFP® and Series 65-licensed financial advisor with HBKS Wealth Advisors in Erie, PA, with three years of industry experience. Prior to joining HBKS Wealth Advisors, he was with HBK Sorce Insurance LLC and has also worked in education at Gannon University and Mercyhurst Prep. Outside of his advisory role, Gallagher serves as a fitness coach for adults through Sinai Sports LLC and is a board member of the Erie Playhouse, where he assists with Treasurer duties. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional entities, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored discretionary portfolios utilizing a range of strategies and platforms while maintaining several affiliated businesses and providing back-office and sub-advisory services.

Sarah Garnica Saldana is a CFP® and Series 65 registered financial advisor with HBKS Wealth Advisors in Erie, PA, with three years of industry experience. Prior to joining HBKS, she held roles at HBK Sorce Insurance LLC, Barnes and Noble College, and CUNA Mutual Group. She is also involved in insurance sales through HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm uses proprietary model portfolios and multiple platform arrangements to manage accounts on a discretionary basis and provides a broad range of investment strategies without specializing in a single area.

Kerri Goldsmith is a financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, holding a Series 66 designation and 15 years of industry experience. She has been with HBKS Wealth Advisors since 2014 and Purshe Kaplan Sterling since 2011. Goldsmith serves as a trustee on the Advisory Board of Trustees for the American Advertising Federation Southwest Florida and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a variety of investment strategies and offers specialized high-net-worth services, while also supporting third-party advisers through back-office and sub-advisory services.

Jason Alward is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Purshe Kaplan Sterling for 12 years and has been associated with HBK Sorce Advisory LLC since 2002. Alward also provides trading and asset allocation services through a consulting agreement with an affiliated sub-adviser. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios on a discretionary basis using a variety of platforms and strategies, including fixed income, alternatives, and cryptocurrency exposure, and provides back-office and sub-advisory services to third-party advisers.

George Sanders is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial services industry. He has been with HBKS Wealth Advisors since 2020. Prior to that, he worked at Freedom Mortgage and held roles at OPER and Washington University in St. Louis. HBKS Wealth Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Zachary Allegretti is a CFP® professional with 13 years of experience, currently serving as a financial advisor at HBKS Wealth Advisors in Erie, PA. He has been with HBKS Wealth Advisors, Purshe Kaplan Sterling Investments, and HBK Sorce Insurance since 2013. 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 a variety of strategies and platforms, and maintains a cluster of affiliated businesses that provide additional financial services.

Nicole Jackmack is a Series 65-licensed advisor at HBKS Wealth Advisors in Naples, Florida, with five years of industry experience. She has worked with both HBKS Wealth Advisors and Park Shore Partners since 2010. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm utilizes tailored portfolios through discretionary management, employing a range of strategies and multiple platform arrangements.

William Chase IV is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with HBKS Wealth Advisors and HBK Sorce Insurance LLC in Sarasota, FL, having also worked at Purshe Kaplan Sterling Investments, HBK CPAs & Consultants, and MassMutual Life Insurance Company. His other business activity includes insurance sales through HBK Sorce Insurance LLC. HBKS Wealth Advisors serves a broad client base, 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 through tailored portfolios using various strategies and platforms, and maintains affiliated businesses in accounting, brokerage, and insurance services.

Christopher Zehner is a CFP® with 25 years of industry experience, currently serving at HBKS Wealth Advisors in Erie, PA. He has worked at Purshe Kaplan Sterling Investments since 2009 and is involved with HBK Sorce Insurance LLC and HBK Sorce Advisory LLC since 2001. Outside of his advisory roles, Zehner is a member of the Planned Giving Committee for the United Way of Erie County and serves as treasurer for the Timberwood Estates Homeowners Association. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm manages tailored portfolios employing a variety of strategies and platforms and offers additional services through affiliated businesses and sub-advisory arrangements.

Renee Brunner is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 designation and five years of industry experience. She previously worked at Widget Financial and has held compliance supervisory roles at HBK Sorce Insurance LLC and Purshe Kaplan Sterling Investments. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management and financial planning. The firm uses a range of strategies and proprietary model portfolios, providing services that include a dedicated high-net-worth offering, educational newsletters, and back-office support for third-party advisers.

Stephen Schramm is a CFP® and PFS™ with 26 years of industry experience, currently advising at HBKS Wealth Advisors. He previously worked at Purshe Kaplan Sterling Investments for 11 years and has over two decades of involvement with Hill, Barth & King LLC and HBK Sorce Advisory LLC. Schramm serves on the board of directors for House of Hope, a charitable organization in Stuart, Florida. HBKS Wealth Advisors serves a diverse client base, including individuals, retirement plans, and institutional clients, providing customized investment management and financial planning. The firm employs a broad range of strategies and utilizes proprietary models and multiple platform arrangements, offering services such as tax overlay and cryptocurrency exposure without specializing in any single investment area.

Christopher Allegretti is a CFP® with 10 years of industry experience, currently serving as an Investment Advisor Representative at HBKS Wealth Advisors in Erie, PA. He has worked with HBKS Wealth Advisors since 2016 and is also associated with HBK Sorce Insurance LLC and Purshe Kaplan Sterling Investments. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platforms.

Robin Roberts is a financial advisor with HBKS Wealth Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2009 and has been involved with multiple HBKS affiliated entities since 2002. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs a diverse investment approach with discretionary management of tailored portfolios, utilizing various strategies and multiple platform arrangements.

Kevin Astry is a Series 66-licensed financial advisor with HBKS Wealth Advisors in Fredonia, NY, bringing 17 years of industry experience. He has been associated with HBKS Wealth Advisors, Purshe Kaplan Sterling Investments, and HBK Sorce Insurance LLC since 2016. HBKS Wealth Advisors serves individual, retirement plan, institutional, and corporate clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a range of strategies and proprietary models to manage discretionary portfolios and offers additional services such as tax-overlay and cryptocurrency exposure.

Paul Taylor is a CFP® professional with eight years of industry experience, currently affiliated with HBKS Wealth Advisors. He has prior experience at PNC, where he worked for 17 years. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios on a discretionary basis using a variety of strategies and platforms and offers specialized services for high-net-worth clients through its Level 3 service.