Iris Serrano Faria is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with HBKS Wealth Advisors and previously worked at JP Morgan Chase Bank and Morgan Stanley. Before entering the financial industry, she spent four years at Florida Gulf Coast University. 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 and financial planning, deploying a range of strategies across multiple platforms to develop tailored portfolios.

Kerri Goldsmith is a financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, holding a Series 66 designation and 15 years of industry experience. She has been with HBKS Wealth Advisors since 2014 and Purshe Kaplan Sterling since 2011. Goldsmith serves as a trustee on the Advisory Board of Trustees for the American Advertising Federation Southwest Florida and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a variety of investment strategies and offers specialized high-net-worth services, while also supporting third-party advisers through back-office and sub-advisory services.