SKADVISORS, LLC.
ORLANDO, FLORIDA

SKADVISORS, LLC is a registered investment advisory firm owned and operated by Bruce D. Kelvington and J. Roger Shealy, who collectively bring over 25 years of experience in the financial services industry. The company is officially registered with the State of Florida as an Investment Advisor. SKADVISORS positions itself as your personal chief financial officer (CFO), offering a personalized approach to managing clients' finances and life goals. SKADVISORS develops tailored investment strategies that focus on individual client goals, objectives, and risk tolerance. The firm’s approach is strategic and long-term, eschewing short-term market trends or attempts to time the market. Its services encompass comprehensive financial planning, including savings for retirement and college, preparations for major purchases, estate planning, minimization of taxes, and generational wealth transfer. A key aspect of SKADVISORS' operations is its independence from broker/dealers, granting clients access to a broader range of investment products beyond those typically available through sales commissions or proprietary options. Fees are exclusively based on client assets under management, ensuring alignment of the firm's interests with those of its clients. Bruce D. Kelvington, co-founder and seasoned professional, holds a CPA designation from both AICPA and FICPA, bringing expertise in investment management and taxation. His background includes roles as tax CPA and wealth manager at a large privately-owned accounting firm, eventually acquired by CliftonLarsonAllen. Roger Shealy, another co-founder with significant contributions, possesses a Bachelor of Science in Accounting from Liberty University and is both a certified CPA (AICPA) and CIA (IIA). His experience includes tenure as Chief Financial Officer for an international organization based in Orlando, FL, along with previous roles as internal auditor, external/independent auditor, and tax accountant. The company’s presence is established at 1716 Oakmont Lane, Orlando, FL, with a history traced back to its incorporation on November 8, 2004. Contact can be made via phone or through their website (skadvisors.com). Their portfolio of events includes a recent reinstatement in November 2022 and the filing for its annual report in February 2024.