From the Desk of Dale Crossley and Evan Shear | Q4 2025

We hope this final issue of The Journey for 2025 finds you and your loved ones well. As the holiday season unfolds, it’s a natural time to reflect on the past year and express our gratitude, especially in a year that has been challenging for so many. As a firm dedicated to trusted, long-term financial planning, we are profoundly grateful for the milestones we’ve reached with you.

Below are some highlights from 2025, the accomplishments we’re celebrating, and the ways we’re giving back.

First and Foremost: Thank You to Our Clients

We cannot adequately express how grateful we are for every single one of our clients. The trust you place in us is never taken for granted. Our life’s passion is helping you create and maintain a solid plan that protects your financial future and supports the people who matter most to you.

We are inspired by your success stories. Whether it’s sending children to college debt-free, purchasing the vacation home you’ve dreamed of, or reaching long-awaited retirement goals, your achievements give our work purpose every single day.

Expanding Our Advisory Team: Merging with Halifax Wealth Management

This summer, we merged with Halifax Wealth Management, welcoming Andrew Hall and Rae Ann Bennett to our team. Andy brings more than 30 years of financial planning experience, making him an exceptional addition who will help our clients continue to thrive.

This strategic merger brings together two practices deeply committed to client-centric care, transparency, and continuous learning. We’re confident this partnership will elevate the service we deliver, strengthening support for both our existing clients and the Halifax community.

Milestones in Asset Management

This year, we added over $170 million in client assets, helping us reach a significant milestone:

We now manage more than $1 billion in assets.

This accomplishment reflects the trust our clients place in us and reinforces our commitment to disciplined, long-term portfolio management.

Award-Winning Financial Advisory Services

Congratulations to Evan Shear on once again being named to the Raymond James Chairman's Council and recognized as a Forbes Best-in-State Wealth Advisor for Florida. These honors reflect Evan’s exceptional leadership and our entire team’s dedication to delivering client-first, fiduciary financial planning and wealth management services.

We’re also pleased to share that Dale Crossley earned the Certified Wealth Strategist® designation from the Cannon Financial Institute, a reflection of our commitment to continuous learning and professional excellence.

Welcoming a New Team Member

Beyond our merger, we are thrilled to welcome Halle Harkins as our new Client Concierge. Halle brings warmth, kindness, and a love for nature and the arts. We know you’ll enjoy seeing her smiling face when you visit or speak with her on the phone.

Our 2025 Charitable Giving

One of our favorite yearly initiatives is donating to charities selected by each member of our team on your behalf. Our goal is to support meaningful causes across a wide range of needs within our community and beyond.
This year’s organizations include:

•  321 Empowerment Youth Organization: helping youth build life skills and pursue passions.
• The Alzheimer's & Dementia Resource Center (ADRC).
• St. Jude Children's Research Hospital
• The Scott Hamilton SCARES Foundation—Sk8 to Eliminate Cancer.
• Helping Animals Live and Overcome No-Kill Rescue Shelter.
• Second Harvest Food Bank of Central Florida.
• Green Horizon Land Trust.
• Cudas UnHooked—New Smyrna Beach: supporting at-risk and homeless students in New Smyrna Beach.
• Matthew's Hope Ministries: providing essential resources and services to unhoused people.
• The American Library Association.

We are grateful to be in a position to give generously and make an impact.

We’re Here for You

As always, we are here to help. Whether you need support with wealth or asset management, retirement planning, or comprehensive financial advisory services. Thank you for your trust and partnership throughout 2025. We look forward to continuing the journey together in the year ahead.

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

Any opinions are those of CrossleyShear Wealth Management and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. All opinions are as of this date and are subject to change without notice. Past performance is not a guarantee of future results.