David Dunning III

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 worked with HBKS Wealth Advisors since 2016 and previously served at Raymond James Financial Services from 2010 to 2016. Outside of advisory services, he is active as an insurance agent with 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 employs tailored portfolios managed on a discretionary basis using multiple platform arrangements and a broad range of investment strategies.

Lawrence Fiorella is a financial advisor at HBKS Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has been with HBKS Wealth Advisors since 2016. In addition to his advisory role, Fiorella serves as an insurance agent at HBK Sorce Insurance LLC and is a general voting board member of the Southern Chautauqua Federal Credit Union. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a broad range of strategies and offers tailored portfolios managed on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Gerald Hall is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at HBKS Wealth Advisors and associated firms since 2016, with prior experience at Raymond James Financial from 2002 to 2016. Outside of his advisory role, Hall is involved as an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of investment strategies and maintains a cluster of affiliated businesses that support its advisory services.

Shania Uhteg is a financial advisor with HBKS Wealth Advisors, holding a Series 65 credential and two years of industry experience. She has worked with HBKS Wealth Advisors since 2020 and is also involved with HBK Sorce Insurance LLC. Outside of her advisory role, she serves as a director of the Arcade Area Chamber of Commerce. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis and provides a broad range of investment strategies without specializing in any single area.

Luke Buehler is an investment advisor representative with NWF Advisory Services, Inc. He holds Series 63, Series 65, and Series 66 credentials and has 39 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, among others. Outside of advisory work, he volunteers with the SUNY Fredonia Technology Incubator Mentor Program and serves on the finance committee of the Luca S Calanni Foundation, a nonprofit supporting underprivileged children in Western New York. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm offers a Wealth Management Platform that includes advisor-managed portfolios, model portfolios, and SMA/UMA solutions, emphasizing strategic long-term investing with both discretionary and non-discretionary account options.