HBKS Wealth Advisors

Brett Dusch is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Federated Global Investment Management Corp and affiliated subsidiaries, as well as Purshe Kaplan Sterling and HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses discretionary management with proprietary model portfolios and a broad range of strategies, including fixed income and alternatives, and also provides back-office and sub-advisory services to third-party advisers.

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.

Brendan Hunter is a CFP® with four years of industry experience, currently advising at HBKS Wealth Advisors. His prior roles include positions at Wescott Financial Advisory Group LLC and The Vanguard Group. HBKS Wealth Advisors serves individuals, 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 on a discretionary basis, while also providing educational newsletters and a suite of affiliated businesses supporting its advisory services.

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 with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Aldi and educational institutions. Mitchell is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages accounts primarily on a discretionary basis using proprietary models and multiple platform arrangements.

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 with HBKS Wealth Advisors, bringing three years of industry experience. Prior to joining HBKS in 2022, he served in the United States Air Force from 2018 to 2022 and held roles at National Aerospace Solutions, LLC and Belcan, LLC. HBKS Wealth Advisors serves individual clients, retirement plans, 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, sub-advisors, and multiple platform arrangements, with additional services including newsletters, affiliated business lines, and back-office support for third-party advisers.

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.

Christine Kujan is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 designation and 17 years of industry experience. She has been associated with Purshe Kaplan Sterling Investments since 2009 and HBK Sorce Advisory LLC since 2006, and currently provides assistance to producing agents at HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages accounts primarily on a discretionary basis using proprietary model portfolios and multiple platform arrangements, with a broad investment strategy that includes fixed income, alternatives, tax-overlay services, and cryptocurrency exposure.

Augustine Repetto is a CFP® with 23 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management LLC for 12 years. Outside of his advisory role, he serves as a board member for Studio Incamminati, an art school in Philadelphia. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios, managing accounts on a discretionary basis while providing additional services through a network of affiliated businesses.