SKADVISORS, LLC.
ORLANDO, FLORIDA

SKADVISORS IS OWNED AND OPERATED BY BRUCE D. KELVINGTON AND J. ROGER SHEALY WHO TOGETHER HAVE MORE THAN 25 YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY AND IS REGISTERED WITH THE STATE OF FLORIDA AS AN INVESTMENT ADVISOR. STATE FILING AND DISCLOSURE INFORMATION (FORM ADV PART II) IS AVAILABLE UPON REQUEST. Bruce is a graduate of the University of Pittsburgh with a business/accounting major. As a co-founder of SKadvisors, LLC his areas of expertise include investment management, market research, individual and corporate taxation, comprehensive financial planning, estate planning and corporate income deferral plan establishment. Prior to SKadvisors, Bruce worked for more than a decade as a tax CPA and wealth manager at the region’s largest privately owned accounting firm, which was acquired by CliftonLarsonAllen. Bruce holds a Certified Public Accouting (CPA) designation from the American Institute of CPA’s (AICPA) and is a member of the Florida Institute of CPA’s (FICPA) and a Financial Consultant to the Greater Orlando Leadership Foundation. [email protected] Roger received his Bachelor of Science in Accounting from Liberty University and holds a Certified Public Accounting (CPA) designation from the American Institute of CPA’s (AICPA), and a Certified Internal Auditor (CIA) designation from the Institute of Internal Auditors (IIA). Prior to forming SKadvisors, LLC with Mr. Kelvington, Roger spent nine years as the Chief Financial Officer of an international organization based in Melbourne, FL, and six years working as an internal auditor, external/independent auditor, and tax accountant. SKADVISORS IS YOUR PERSONAL CFO. OUR RELATIONSHIP WITH YOU INVOLVES A PERSONALIZED APPROACH TO YOUR FINANCES AND GOALS FOR YOUR LIFE. THROUGH OUR INVESTMENT EXPERTISE, WE HELP YOU PLAN FOR THE FUTURE, DEVELOP THE RIGHT PLAN WITH THE RIGHT SOLUTIONS, AND ENSURE YOUR FUTURE IS SECURE. SKadvisors provides comprehensive and ongoing investment management. We develop and implement an asset allocation strategy tailor-made to accommodate the individual goals, objectives, and risk tolerance of our clients and take a strategic long-term approach to portfolio management rather than trying to “time-the-market” or invest in short-term trends. Where our clients are today and where they want to go tomorrow is our focus. We navigate the larger economic and market environment to keep our client’s financial goals on course and provide financial planning to help our clients save for retirement and college, provide for heirs or prepare for major purchases. With our clients, we plan for minimizing taxes and developing strategies for generational wealth transfer. SKadvisors is not owned or operated by a broker/dealer. As such we have access to a broader range of products than those typically available to broker/dealer representatives working on a sales commission basis or limited to mostly proprietary products. This independence enables us to offer our clients more options to meet their unique interests. Fees charged by SKadvisors are based solely on client assets under management. We do not receive commissions for our trades or product selection, nor are we compensated by any custodian, brokerage house, or investment company. We are paid only by our clients, and for this reason, our interests are perfectly aligned with those of our clients.