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Kim Hellerman-Hersman, ChFC ®

©2022 HB Wealth Advisors, LLC. All Rights Reserved.

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. HB Wealth Advisors, LLC is independent of CFGS.

Please be advised that, presently, Randall L. Bliss holds Series 4, 7, 24, 52, 53, 63 and 66 licenses in OH, AL, CA, FL, IL, MT, NM, NY, PA, SC, TX, VA, and WV. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Randall L. Bliss before proceeding further.

Please be advised that, presently, Kim Hellerman-Hersman holds Series 6, 7, 63 and 65 licenses in OH, AZ, CA, CO, FL, GA, KY, MA, MD, MI, NC, NJ, NY, PA, TX, VA, and WV. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Kim Hellerman-Hersman before proceeding further.

Please be advised that, presently, Kerry Bliss holds Series 6, 7, 63, and 65 licenses in OH and CA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Kerry Bliss before proceeding further.

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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