Logan Mitchell is a financial advisor at HBKS Wealth Advisors in Erie, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at HBK Sorce Insurance LLC and Aldi, among others. He is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional investors, offering personalized investment management and financial planning. The firm utilizes a range of strategies across multiple platforms and provides services including pension consulting and a dedicated high-net-worth service branded as Level 3.

Jonathan Frawley is a financial advisor at HBKS Wealth Advisors in Erie, PA, holding a Series 65 registration with five years of industry experience. He has worked at HBKS Wealth Advisors since 2019, previously spent a year at Fairway Wealth Management, and was affiliated with Edinboro University for four years. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.

Michael Wassmann is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 credential and 17 years of industry experience. He has been affiliated with HBK Sorce Advisory LLC, Purshe Kaplan Sterling Investments, and HBK Sorce Financial since 2011. In addition to his advisory role, Wassmann operates a legal consulting business providing contract construction and business setup services. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolio strategies managed on a discretionary basis, employs multiple platforms, and maintains affiliated businesses in accounting, brokerage, and insurance.

Christine Kujan is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 designation and 17 years of industry experience. She has been associated with Purshe Kaplan Sterling Investments since 2009 and HBK Sorce Advisory LLC since 2006, and currently provides assistance to producing agents at 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 accounts primarily on a discretionary basis using proprietary model portfolios and multiple platform arrangements, with a broad investment strategy that includes fixed income, alternatives, tax-overlay services, and cryptocurrency exposure.

Rodrigo Diaz is a financial advisor at HBKS Wealth Advisors in Erie, PA, holding Series 65 and Series 63 licenses with 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, McKinley Carter Wealth Services, UBS Financial Services, Janney Montgomery Scott, and Parker/Hunter Incorporated. Outside of his advisory work, he is a general partner and owner of EJ Aviation LLC, an aircraft rental and maintenance business. HBKS Wealth Advisors serves a diverse client base including individuals, retirement plans, and institutions, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of strategies across multiple platforms and provides additional services such as sub-advisory support and affiliated businesses in accounting, broker-dealer, and insurance services.

Steven Weryha is a CFP® professional with 12 years of industry experience, currently with HBKS Wealth Advisors in Erie, PA, where he has worked since 2012. His prior experience includes seven years at Purshe Kaplan Sterling Investments and work with HBK Sorce Insurance LLC, where he serves as an insurance agent. Outside of his advisory role, he acts as an independent contractor providing credit boosting services. HBKS Wealth Advisors serves individual clients, 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, financial planning, and pension consulting, employing a broad range of strategies and proprietary model portfolios in a discretionary management framework.

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.

Gabriel Gallagher is a CFP® and holds a Series 65 license, currently serving as a financial advisor at HBKS Wealth Advisors with four years of industry experience. Prior to joining HBKS, he worked at HBK Sorce Insurance LLC and has also held positions at Gannon University and Mercyhurst Prep. Outside of his advisory role, Gallagher is involved as a fitness coach with Sinai Sports LLC and serves on the board of the Erie Playhouse, where he assists with Treasurer duties. HBKS Wealth Advisors serves a diverse client base including individual, retirement plan, institutional, and corporate clients, offering personalized investment management and financial planning. The firm employs a variety of strategies and platforms to tailor portfolios, and operates affiliated businesses in accounting, brokerage, and insurance, as well as managing private funds through a related entity.

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.

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.

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.

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.

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.

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.

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.

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.

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.