Wealth Advisors

Wealth Advisors

Trusted partners dedicated to your long-term financial success.

Our wealth advisors lead client relationships with a personalized, fiduciary approach, bringing deep expertise in financial planning, investment management, and multi-generational wealth strategies.

A middle-aged man in a navy suit and white shirt smiles at the camera. The background is blurred with soft light and abstract shapes, suggesting an indoor office setting.

Nate Allen

Senior Wealth Advisor, Shareholder

A man with short, dark hair and a beard is wearing a blue suit and tie, standing against a blurred blue and gray background. He is smiling slightly and looking directly at the camera.

Alex Arnold

Wealth Advisor

A man in a dark suit and red patterned tie smiles at the camera. The background is a blurred indoor setting with light streaming in.

Trent Arnone, CFP®

Wealth Advisor

A man with short gray hair wearing a dark suit jacket and white dress shirt smiles at the camera against a blurred background with soft lights.

Greg Belatti, J.D., MBA

Wealth Advisor

A bald man with a beard is smiling, dressed in a blue suit and light blue tie, standing against a blurred background.

Ryan Best, CFP®

Senior Wealth Advisor, Shareholder

A smiling man in a gray suit, white shirt, and red tie, with short hair and glasses, stands in front of a blurred background of an office building.

John Bochniak, CFP®, CPA, PFS

Senior Wealth Advisor, Shareholder

A young man in a suit and tie is smiling against a blurred cityscape background. He has short brown hair and is wearing a checkered jacket with a white shirt.

Connor Carlis, CPA, CFP®

Associate Wealth Advisor

A smiling man in a blue suit and red striped tie stands in front of a blurred indoor background.

Steve Cass, CFP®

Senior Wealth Advisor

Portrait of a person wearing a dark suit, blue striped shirt, and yellow tie, smiling with a blurred background of a window and greenery.

Julian Davis, CPA, CFP®

Senior Wealth Advisor, Shareholder

A man in a blue suit and light blue tie smiles at the camera. The background is blurred, with soft lighting.

Benjamin DePalmo, CFA

Associate Wealth Advisor

A man with short blond hair wearing a blue suit, white shirt, and red tie, smiling in front of a blurred background with soft lights.

Robert DiBenedetto

Wealth Advisor

A man with dark hair and a beard, wearing a blue suit and white shirt, poses against a blurred background.

Brandon Downs, CFP®

Senior Wealth Advisor, Shareholder

A middle-aged man with short light brown hair, glasses, and a blue collared shirt under a dark blazer, smiling in front of a blurred background with soft lights.

Martin Eby, CFP®

Senior Wealth Advisor, Shareholder

A young man in a dark suit, striped tie, and white shirt smiles at the camera. The background is blurred with soft lighting and modern glass architecture.

Kory Gildea, CFP®

Wealth Advisor

A man in a gray suit and light yellow tie smiles at the camera. The background is blurred with soft blue and white tones and round lights, suggesting an outdoor or modern office setting.

Greg Herbert, CFP®, BFA™

Wealth Advisor

A man wearing a plaid suit, white shirt, and patterned tie smiles broadly while looking to the side; the background is blurred with soft, bright lighting.

Jeff Hill

Senior Wealth Advisor, Advisory Team Leader, Shareholder

A man in a blue suit and light blue tie is smiling in front of a blurred background.

Drew Klepchick, CFP®

Senior Wealth Advisor, Shareholder

A man in a suit and tie smiles at the camera. The background is blurred, showing a mix of blue and gray tones.

Dave Kochamba, CFP®

Senior Wealth Advisor, Shareholder

A man in a gray suit and yellow polka dot tie is smiling at the camera. The background is a blurred view of windows and greenery, suggesting an office setting.

Kevin Kraus, CFP®, CPA

Senior Wealth Advisor, Shareholder

Sean Lennox, CFP®, ChFC®

Senior Wealth Advisor, Shareholder

A person in a gray pinstripe suit and red tie is smiling at the camera. The background is blurred, showing an office environment.

Billy Levine

Senior Wealth Advisor, Shareholder

A middle-aged man with short brown hair and a trimmed beard, wearing a dark gray suit, white shirt, and patterned tie, smiling in front of a blurred blue-gray background.

Michael Lipsey, CFP®

Senior Wealth Advisor

A smiling man wearing a blue suit, white shirt, and blue tie stands in front of a blurred background. He has short, neatly styled brown hair. The background suggests an office setting.

Edwin Martin, CFP®

Associate Wealth Advisor

A man with short gray hair in a gray suit, white shirt, and blue polka dot tie smiles while standing in front of a blurred, modern city background.

Patrick McGonigle, CFP®, MPAS®

Senior Wealth Advisor, Shareholder

A man with medium-length curly hair and a beard, wearing a dark suit, patterned tie, and light shirt, smiles while standing in front of a blurred modern background.

ReKeithen Miller, CFP®, EA

Wealth Advisor

A middle-aged man with short light brown hair, wearing a blue blazer and light blue shirt, poses in front of a blurred background with soft lighting and bokeh effects.

Matthew Moore

Market Leader, Senior Wealth Advisor, Shareholder

A man in a suit and tie smiles at the camera with a blurred cityscape in the background.

Wayne Moss, CFP®

Senior Wealth Advisor, Shareholder

Demi Okesanjo, CFP®

Associate Wealth Advisor

A bald man with a beard and glasses is smiling. He is wearing a blue suit, white shirt, and pink tie. The background is blurred, suggesting an indoor setting.

Larry Parkin, CFP®

Market Leader, Shareholder

Mitchell Phillips

Mitchell Phillips, CFP®

Wealth Advisor

A man in a dark suit jacket and white shirt smiles at the camera, standing against a blurred background of blue and white lights.

Alex Price, CFP®

Wealth Advisor

A person with curly hair and a beard is smiling while wearing a dark suit, light shirt, and striped tie. The background is blurred, showing a cityscape with tall buildings.

Andrew Robertson, CFP®

Associate Wealth Advisor

A man in a suit and tie is smiling at the camera. The background is softly blurred, featuring geometric lines and a blue hue.

Brian Sipple, CFP®

Senior Advisory Associate

A woman with long blonde hair wearing a black blazer and a necklace smiles in front of a blurred, light-filled background.

Andrea Smith

Senior Wealth Advisor, Shareholder

A smiling man in a blue suit and purple tie stands in front of a blurred background, possibly a cityscape.

Mike Stanford

Wealth Advisor

A middle-aged man in a dark suit jacket and striped shirt stands smiling in front of a blurry modern glass building background. He has short gray hair and a pocket square in his jacket.

Jimmy Trimble, CFP®, CEPA

Director, Business Development, Shareholder

A woman with blonde hair smiles at the camera. She is wearing a blue and white patterned outfit. The background is blurred, featuring a soft blue and green color palette.

Lee Van Leuvan, CFP®

Senior Wealth Advisor, Principal

A woman with long brown wavy hair, wearing a black blazer and a patterned blouse, smiles at the camera with a blurred background of lights and soft blue tones.

Charlotte Vidal, CFA, CFP®

Wealth Advisor

A man with short dark hair, a trimmed beard, and a blue suit jacket over a light blue shirt smiles at the camera against a blurred background with lights.

Chris Walczak, CFP®, CTFA

Senior Wealth Advisor, Shareholder

A person in a suit and red tie smiles at the camera. The background is blurred, suggesting an office setting.

Frank Waterson, CFP®

Senior Wealth Advisor, Shareholder

A man with curly hair and a beard smiles while wearing a gray suit and patterned tie. The background is blurred with soft, out-of-focus lights.

Nate Wilinski, CFP®

Associate Wealth Advisor

A person wearing glasses, a dark suit, blue and white striped tie, and a light blue shirt smiles in front of a blurred background.

John Willoughby, CFA

Senior Wealth Advisor, Shareholder

A man with short brown hair, a beard, and glasses smiles while wearing a blue suit, white shirt, and red tie. The background is blurred with soft lights.

Samuel Wishneff, CFP®

Associate Wealth Advisor

A person with shoulder-length brown hair, wearing a gray blazer over a dark shirt, smiles softly against a light blue background.

Michelle Wolff, CFP®, ADPA®

Senior Wealth Advisor, Shareholder

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Please Note Limitations: The achievement of any designation, professional degree, license, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HB Wealth is engaged, or continues to be engaged, to provide investment advisory services.