Fredonia, NY Office

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.

James Arcoraci is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding a Series 63 designation and bringing 31 years of industry experience. He has been with HBKS Wealth Advisors since 2016 and also serves as an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors provides investment management, financial planning, and pension consulting services to individuals, retirement plans, and institutional clients. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platforms.

Lawrence Fiorella is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding a Series 66 credential and 20 years of industry experience. He has been with HBKS Wealth Advisors since 2016 and also serves as an insurance agent with HBK Sorce Insurance LLC. Fiorella is a general voting board member of the Southern Chautauqua Federal Credit Union. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios typically on a discretionary basis using proprietary models, sub-advisors, and multiple platforms.

Gerald Hall is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments LLC since 2016. Outside of his advisory role, Hall works as an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a range of strategies, managing accounts on a discretionary basis while offering additional services such as tax-overlay and cryptocurrency exposure.

Shania Uhteg is a financial advisor at HBKS Wealth Advisors in Fredonia, NY, holding a Series 65 designation with two years of industry experience. She also serves as a director for the Arcade Area Chamber of Commerce, where she participates in promoting and growing the local community. Her prior work includes roles at HBK Sorce Insurance LLC and the State University of New York at Fredonia. HBKS Wealth Advisors serves a range of clients from non‑high-net-worth individuals to corporate and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing portfolios typically on a discretionary basis and providing additional services such as tax overlays and cryptocurrency exposure.

Kevin Astry is a Series 66-licensed financial advisor with HBKS Wealth Advisors in Fredonia, NY, bringing 17 years of industry experience. He has been associated with HBKS Wealth Advisors, Purshe Kaplan Sterling Investments, and HBK Sorce Insurance LLC since 2016. HBKS Wealth Advisors serves individual, retirement plan, institutional, and corporate clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a range of strategies and proprietary models to manage discretionary portfolios and offers additional services such as tax-overlay and cryptocurrency exposure.