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Jessica M

Series 65

Canfield, OH

HBKS Wealth Advisors

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
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Anthony S

CFP®, Series 65

Canfield, OH

HBKS Wealth Advisors

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
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Richard M

CFP®, Series 66

Canfield, OH

HBKS Wealth Advisors

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
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Thomas T

CFP®, Series 66, Series 63

Canfield, OH

HBKS Wealth Advisors

Thomas Taranto is a CFP®-certified financial advisor with 17 years of industry experience. He is currently a Senior Financial Advisor at HBKS Wealth Advisors and has prior experience at Purshe Kaplan Sterling Investments and Edward Jones. He serves on the board of directors for the Canfield Soccer Club, a nonprofit organization supporting youth soccer in the community. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm utilizes tailored portfolio strategies across multiple platforms and offers a dedicated high-net-worth service along with a range of investment options including fixed income, alternatives, and cryptocurrency exposure.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
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Robin R

Series 66

Canfield, OH

HBKS Wealth Advisors

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals
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