Brian Mallette is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. He has worked at Park Shore Partners LLC and HBK Sorce Advisory LLC since 2008. Mallette spends a portion of his time as an associate at Park Shore Partners, which operates during market hours. Park Shore Partners LLC is an SEC-registered investment manager that provides discretionary portfolio management through private pooled vehicles for qualified and accredited clients. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and uses a range of investment instruments, including ETFs, mutual funds, and option strategies, to construct and manage risk in its portfolios.

Donna Kline is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments since 2015. Kline is also the author of *The Fundamentals of the Futures Market*. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm uses a range of strategies and proprietary models to tailor portfolios and offers additional services including pension consulting and a high-net-worth service branded as Level 3.

Ryan Furtwangler is a CFP® with 23 years of industry experience, currently serving at HBKS Wealth Advisors. He has been associated with Purshe Kaplan Sterling Investments since 2009 and holds roles in several related entities established in 2005. Outside of his advisory work, he serves on the board and committees of Molly's House, a charitable organization, and participates in local philanthropic and healthcare fundraising boards. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and manages accounts using proprietary models and multiple platform arrangements, while also maintaining a range of affiliated businesses and a distinct service offering for high-net-worth clients.

Stephen Burleson is a financial advisor at HBKS Wealth Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott and Bank of America. In addition to his advisory role, Burleson is involved in the sale of fixed/traditional insurance products. HBKS Wealth Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, retirement plans, and institutional clients. The firm provides personalized investment management, financial planning, and pension consulting, utilizing a diverse range of strategies and proprietary model portfolios.

Brittany Taylor is a CFP® and Series 66-registered financial advisor with HBKS Wealth Advisors, based in Erie, PA. She has 23 years of industry experience, including 11 years at Purshe Kaplan Sterling Investments and long-term involvement with several HBK Sorce entities. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages accounts primarily on a discretionary basis using proprietary models, sub-advisors, and multiple platforms.

Steven Rinn is a CFP®-designated financial advisor with HBKS Wealth Advisors in Erie, PA, bringing 23 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Rinn serves on the Board of Directors for the Erie Catholic School System. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a range of investment strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.

Jason Klein is a CFA® charterholder with six years of industry experience. He currently serves as Director of Fixed Income at HBKS Wealth Advisors and is also a Portfolio Manager at Park Shore Partners. His prior experience includes roles at JKMilne Asset Management and FNB Corporation. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis, employing a broad set of strategies and maintains affiliations with related businesses, including Park Shore Partners.

Scott Cross is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He is affiliated with HBKS Wealth Advisors in Erie, PA, and has previously worked at Purshe Kaplan Sterling and HBK Sorce Brokerage LLC. Cross serves as Chief Operating Officer at HBKS Wealth Advisors and participates on the firm's internal complaint committee. HBKS Wealth Advisors serves individual, retirement plan, institutional, and corporate clients, offering personalized investment management, financial planning, and pension consulting. The firm utilizes a variety of strategies and platforms to develop tailored portfolios and provides back-office and sub-advisory services to third-party advisers.

David Darwish is a CFP® professional with 28 years of industry experience, currently serving at HBKS Wealth Advisors. He has been affiliated with Purshe Kaplan Sterling Investments since 2009 and operates alongside HBK Sorce Insurance LLC and HBK Sorce Advisory LLC. HBKS Wealth Advisors serves individuals across a range of wealth levels, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs tailored portfolio strategies managed on a discretionary basis and provides additional services including pension consulting and high-net-worth solutions through its Level 3 service.

Quinto Ambrosetti is a CFP® professional affiliated with HBKS Wealth Advisors in Erie, PA, with 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2009 and Purshe Kaplan Sterling from 2009 to 2020. Ambrosetti also holds ownership positions in several holding companies associated with HBK Financial Holdings. HBKS Wealth Advisors serves individuals across wealth levels, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a range of strategies and utilizes proprietary models and multiple platform arrangements to manage portfolios, while also providing specialized services for high-net-worth clients.

Dakota Mezzacapo is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 65 license and five years of industry experience. Prior to his current role starting in 2019, he worked at Enterprise Holdings and held various roles related to higher education and hospitality. HBKS Wealth Advisors serves a range of clients including individuals, retirement plans, and institutional entities, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad investment approach across multiple platforms and strategies and provides additional services such as educational newsletters and support to third-party advisers.

Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.

William Casey III is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. He holds a Series 65 credential and has worked at HBKS since 2006. Prior to that, he spent 11 years at Locust Capital Management LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of strategies across multiple platforms and provides specialized high-net-worth services alongside educational resources and affiliated business services.