Harley Evans is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at Successful Portfolios LLC since 2010. Based in Clearwater, FL, he holds Series 63 and Series 65 licenses. Successful Portfolios LLC provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and quantitative analysis with core-satellite, tactical, and strategic asset allocation strategies, managing approximately $242.6 million in client assets.

Joseph Baer is a financial advisor with Successful Portfolios LLC in Clearwater, FL, holding a Series 65 designation and bringing 14 years of industry experience. He has been with Successful Portfolios since 2010. Successful Portfolios LLC provides personalized financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $242.6 million in client assets using a combination of fundamental, technical, and quantitative analysis, employing core-satellite, tactical, and strategic asset allocation strategies.

Daniel Walsh is a financial advisor at Successful Portfolios LLC in Clearwater, FL, with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for four years. Successful Portfolios provides personalized financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-faceted research process incorporating fundamental, technical, and quantitative analysis, and manages private pooled investment vehicles alongside customized portfolios using stocks, bonds, options, and ETFs.