HBKS Wealth Advisors

Michael Lofley is a financial advisor with HBKS Wealth Advisors in Stuart, Florida. He helps individuals and families make informed decisions about retirement, investments, taxes, and wealth transfer. Michael’s background in accounting and wealth management shapes his approach to financial planning. He considers investments, taxes, retirement spending, and estate planning together, helping clients understand how decisions in one area affect the others. He particularly enjoys working with people approaching or already in retirement, as well as high-income professionals and business owners facing increasingly complex financial decisions. His approach is straightforward: understand what matters to each client, explain the tradeoffs clearly, and build a plan around the decisions that can make a meaningful difference. Michael is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant and Personal Financial Specialist (CPA/PFS), and an Enrolled Agent (EA) with the Internal Revenue Service. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Florida Institute of CPAs (FICPA), and Martin County Estate Planning Council. He earned his Bachelor of Business Administration in Accounting from Florida Atlantic University in 2009. Areas of focus: • Retirement planning and withdrawal strategies • Tax planning and tax-efficient investing • Investment management • Social Security and Medicare planning • Estate and wealth-transfer planning • Business-owner planning

Brett Dusch is a financial advisor at HBKS Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Federated Investment Counseling and its affiliated entities. Dusch also has involvement with HBK Sorce Insurance LLC in an insurance sales capacity. 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 platform arrangements and provides additional services including high-net-worth offerings and third-party adviser support.

Anthony Wauterlek is a financial advisor with HBKS Wealth Advisors in Naples, FL, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Park Shore Partners LLC since 2008 and Hbk Sorce Advisory LLC since 2001, serving as a portfolio manager for a hedge fund through Park Shore Partners. HBKS Wealth Advisors is an enterprise firm with 73 advisors that provides comprehensive wealth management services.

Benjamin Lynch is a financial advisor at HBKS Wealth Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and been employed in various roles including at Sailor’s Return and Airtime Aviation LLC. Outside of advisory work, he has experience as a server at Sailor’s Return. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios with discretionary management through proprietary models and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

Brendan Hunter is a CFP® certificant based in Conshohocken, PA, with five years of industry experience. He currently works at HBKS Wealth Advisors and has prior experience at Wescott Financial Advisory Group LLC and The Vanguard Group, Inc. HBKS Wealth Advisors serves individual clients across wealth segments, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm manages accounts using proprietary model portfolios, sub-advisors, and multiple platform arrangements, offering a broad set of strategies without specializing in a single investment area.

Michael Ringler is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Northwestern Mutual and Purshe Kaplan Sterling Investments. He serves as a board member of the Chautauqua County Community Center. HBKS Wealth Advisors serves individual and institutional clients with personalized investment management, financial planning, and pension consulting, employing a broad range of strategies without specializing in any single investment area. The firm offers discretionary portfolio management using proprietary models and multiple platform arrangements, along with affiliated businesses providing accounting, insurance, and sub-advisory services.

Christopher Nagel is a CFA® charterholder with six years of experience at HBKS Wealth Advisors and five years in the financial industry, including prior roles at BNY Mellon. He is based in Conshohocken, PA. 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 offers tailored portfolio management, including specialized services for high-net-worth clients through its Level 3 brand.

Rebekah La Corte is a financial advisor at HBKS Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked at HBKS since 2017, following five years at Locust Capital Management. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering investment management, financial planning, and pension consulting. The firm provides tailored portfolios through various strategies and platforms, including discretionary management and a range of investment options such as fixed income and alternatives.

Joseph Schultz is a CFP® certificant with 31 years of industry experience, currently working at HBKS Wealth Advisors. He previously spent 11 years at Ladenburg Thalmann & Co. Inc. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs tailored portfolios managed on a discretionary basis and offers a broad range of strategies without specializing in any single investment area.

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.

Tyler Holes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at HBKS Wealth Advisors in Naples, FL. He has four years of industry experience, including prior service in the United States Air Force and work with National Aerospace Solutions, LLC. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and a variety of strategies, and provides educational newsletters and affiliated business services.

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.

Candice Oakley is a financial advisor at HBKS Wealth Advisors with six years of industry experience. She holds a Series 65 designation and has previously worked at Locust Capital Management from 2014 to 2017. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional entities, providing personalized investment management, financial planning, and pension consulting. The firm employs discretionary account management through proprietary model portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure.

Patrick Brown is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently an assistant portfolio manager at Park Shore Partners LLC and HBKS Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Broadridge Ireland Limited, Adecco Ireland, Engage People Recruitment, and BlackRock Investment Management Ireland. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary management of private pooled vehicles, including Opportunity Funds and a multi-asset strategy fund. The firm employs a fundamental, bottoms-up research approach focused on dividend-paying equities and incorporates ETFs, mutual funds, option strategies, and cash in its portfolio construction and risk management.