Barlas O'Reilly Wealth Management, LLC

Anthony Geraci is a financial advisor with Barlas O'Reilly Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including ten years at TAG Investment Advisors, LLC, and over two decades as owner and president of Suncoast Tax Advisory Group, a tax advisory firm. Geraci also serves as managing general partner for G&E Private Capital, LLLP, and president of G&E Storage Inc., which operates storage facilities, as well as president of a condominium association. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm offers discretionary portfolio management and financial planning, sponsors a wrap fee program, and coordinates insurance and other services as part of its holistic client approach.

Ryan McCarty is a financial advisor at Barlas O'Reilly Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and serves as Vice President and Managing Partner at Megastar Advisors, LLC, where he oversees daily operations and trains independent insurance planners. McCarty is also President of Federation of Federal Employee Benefit Advocates, LLC, focusing on marketing and educational initiatives. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team managing approximately $20.5 million. The firm offers discretionary portfolio management and financial planning, with a wrap fee program that bundles advisory services and trading under a single fee structure.

Terrence O'Reilly is a CFP® with 13 years of industry experience, currently serving at Barlas O'Reilly Wealth Management, LLC since 2018. His prior roles include positions at EQIS Capital Management and Brokers International Financial Services, LLC. Outside of his advisory work, he is president and CEO of O'Reilly Capital Management and serves as a non-paid board member for Ride and Run with Stars, a nonprofit supporting underprivileged children in Pinellas County, FL. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm manages approximately $20.5 million and offers discretionary portfolio management combined with financial planning, including a wrap fee program that bundles advisory services and trading under a single fee.