| Name | Title | |
| Client Service Team 1 | Christopher Sorce, CFP® | Senior Financial Advisor/Principal |
| David Darwish, CFP® | Financial Advisor | |
| Quinto Ambrosetti | Financial Advisor | |
| Client Service Team 2 | Gregory Sorce, CFP®, MSFS | Senior Financial Advisor/Principal |
| Steven Rinn, CFP® | Financial Advisor | |
| Christopher Zehner, CFP® | Financial Advisor | |
| Client Service Team 3 | R. Dean Piccirillo, CFP®, CRPS®, AIFA® | Senior Financial Advisor/Principal |
| Brittany Taylor | Financial Advisor | |
| Client Service Team 4 | Richard Morrow, CFP®, CPA | Senior Financial Advisor/Principal |
| Client Service Team 6 | Joseph Kloecker, CPA, MBA | Senior Financial Advisor |
| Client Service Team 7 | A. Brent Wauterlek | Investment Advisor Representative |
| Dan Baer, CPA | Investment Advisor Representative | |
| Client Service Team 8 | Stephen Schramm, CFP®, CPA/PFS | Senior Financial Advisor/Principal |
| Rita Stikelether, CPA | Senior Financial Advisor/Principal | |
| Ryan Furtwangler | Financial Advisor | |
| Steven Swindler | Financial Advisor | |
| Presque Isle Capital Management | Gary Dyer, CFA | Senior Portfolio Manager |
| Retirement Plan Unit | R. Dean Piccirillo, CFP®, CRPS®, AIFA® | Senior Financial Advisor/Principal |
| Operations Unit | Scott Cross, CFA | Chief Operating Officer/Principal |
| Compliance Unit | Scott Cross, CFA | Chief Compliance Officer/Principal |
| Asset Management Unit | Gary Dyer, CFA | Senior Portfolio Manager |
©HBK SORCE FINANCIAL LLC All Rights Reserved.
Insurance products offered through HBK Sorce Insurance LLC
Investment Advisory Services offered through HBK Sorce Advisory LLC
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
HBK Sorce Insurance LLC and HBK Sorce Advisory LLC are not affiliated with Purshe Kaplan Sterling Investments
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