Donald Lee Smith

Christopher Mcgoldrick is a CFA® charterholder with one year of experience as a financial advisor at Haverford Wealth Management, LLC. His prior experience includes roles at PNC, Foreside Fund Services, LLC, and Willis Towers Watson. Haverford Wealth Management provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs discretionary portfolio management based on tailored financial plans and fundamental analysis, offering clients flexibility in account management and a range of financial planning options.

John Marsden is the sole advisor at Marsden Capital Management, LLC, an independent registered investment adviser based in Erie, PA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Marsden has been with Marsden Capital Management since 1992 and also affiliated with JRM Securities during the same period. Marsden Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm develops individualized investment plans based on client goals, time horizons, and risk tolerance, utilizing a range of securities and conducting regular account reviews.

Harry Evanoff is the sole advisor at Evanoff Financial Advisors in Erie, PA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led his firm since 2003 and previously worked at Securities Service Network, Inc. for 17 years. Outside of his advisory role, Evanoff serves as president of the Baer Beach Association in Erie. Evanoff Financial Advisors provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals and charitable organizations. The firm combines market timing with insurance brokerage services and manages approximately $20.5 million in client assets.

Ryan Williams is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Elite Life Management LLC and has prior experience with Bank of America and Merrill Lynch. Outside of his advisory role, he is a published author of a personal book about travel and a silent partner in an athletic training facility. Elite Life Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered advisers, using a fundamental, generally long-term investment approach tailored to client needs.

Russell Merwick is a financial advisor at Robbins Wealth Management in Erie, PA, holding a Series 65 designation with 11 years of industry experience. He has been with Robbins Wealth Management since 2014. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses by offering portfolio management, financial planning, and additional services such as tax preparation and trust accounting. The firm employs a strategic asset allocation approach supplemented by tactical investments in equities, fixed income, and options, managing a large asset base with a three-advisor team.

Michael Bishop is a CFA® charterholder with 23 years of industry experience. He has been with Bishop & Company Investment Management, LLC since 2008 and previously worked at Wedgewood Investors Inc for six years. Bishop & Company Investment Management, LLC is a fee-only, SEC-registered adviser serving individual investors, including high-net-worth households, and participant-directed retirement plan sponsors. The firm employs a long-term, goal-focused investment approach emphasizing broad diversification through low-cost ETFs and no-load mutual funds, while providing discretionary investment management and advisory services tailored to client objectives.