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Adam H

Series 66

Tampa, FL

Intrust Advisors, Inc.

Adam Hruby is a financial advisor at InTrust Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James & Associates and currently serves as a Commander in the U.S. Navy Reserve. Outside of advising, he maintains his military role while managing a small rental property. InTrust Advisors provides wealth management and family office–style services to affluent individuals, families, and trusts. The firm employs a combination of traditional equity and balanced portfolios with active tactical strategies, offering personalized investment solutions alongside comprehensive financial planning and coordination with outside professionals.

Retirement income strategy Roth conversion strategy Wealth management Active portfolio management Tax-loss harvesting Founder/Business Owner Retired Baby Boomers (Born 1946-1964) Established Professionals Values-based investing
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Jeffrey D

Tampa, FL

Intrust Advisors, Inc.

Jeffrey Diercks is a financial advisor with Intrust Advisors, Inc. in Tampa, FL, holding 28 years of industry experience. He has been with Intrust Advisors since 1997. Intrust Advisors provides wealth management, financial planning, and family office–style services to affluent individuals, families, and trusts. The firm combines traditional core equity and balanced portfolios with active, proprietary trend-following and tactical strategies, aiming to diversify by management style as well as holdings.

Retirement income strategy Roth conversion strategy Wealth management Active portfolio management Tax-loss harvesting Founder/Business Owner Retired Baby Boomers (Born 1946-1964) Established Professionals Values-based investing
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