Stuart, FL Office

Steven Swindler is a CFP® professional with 20 years of industry experience, currently affiliated with HBKS Wealth Advisors. He previously worked at Purshe Kaplan Sterling Investments for 11 years and has been with Hbk Sorce Advisory LLC since 2006. Outside of his advisory role, Swindler is a CPA involved in tax accounting and holds leadership positions in several nonprofit organizations, including serving as treasurer for the Martin County Gator Club and board member for Martin County Healthy Start. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm utilizes tailored portfolios managed through proprietary models, sub-advisors, and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

Jason Nunnery is a CFA®-designated financial advisor with nine years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at firms including JP Morgan Chase Bank NA and Wilmington Trust, N.A. There are no notable outside activities reported. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios to manage discretionary accounts and offers a specialized high-net-worth service known as Level 3.

Stephen Schramm is a CFP® and PFS™ with 26 years of industry experience, currently advising at HBKS Wealth Advisors. He previously worked at Purshe Kaplan Sterling Investments for 11 years and has over two decades of involvement with Hill, Barth & King LLC and HBK Sorce Advisory LLC. Schramm serves on the board of directors for House of Hope, a charitable organization in Stuart, Florida. HBKS Wealth Advisors serves a diverse client base, including individuals, retirement plans, and institutional clients, providing customized investment management and financial planning. The firm employs a broad range of strategies and utilizes proprietary models and multiple platform arrangements, offering services such as tax overlay and cryptocurrency exposure without specializing in any single investment area.

Ryan Furtwangler is a CFP® with 23 years of industry experience, currently serving at HBKS Wealth Advisors. He has been associated with Purshe Kaplan Sterling Investments since 2009 and holds roles in several related entities established in 2005. Outside of his advisory work, he serves on the board and committees of Molly's House, a charitable organization, and participates in local philanthropic and healthcare fundraising boards. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and manages accounts using proprietary models and multiple platform arrangements, while also maintaining a range of affiliated businesses and a distinct service offering for high-net-worth clients.

William Lofley is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at Castle Wealth Management and Mari Huff CPA PA. He is also the owner of Flamingo Tax Consulting, LLC, where he provides tax preparation and administration services. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of strategies and manages accounts using proprietary models and multiple platform arrangements.

Stephen Burleson is a financial advisor at HBKS Wealth Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott and Bank of America. In addition to his advisory role, Burleson is involved in the sale of fixed/traditional insurance products. HBKS Wealth Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, retirement plans, and institutional clients. The firm provides personalized investment management, financial planning, and pension consulting, utilizing a diverse range of strategies and proprietary model portfolios.