Joellen Trexler Nelson

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.

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.

William Johnson is a financial advisor with I.M.S. Wealth Management, LLC in Erie, PA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes eight years at Axa Advisors. Outside of his advisory role, he consults in real estate through William Eric Johnson Consultants. I.M.S. Wealth Management provides portfolio management, financial planning, and pension consulting to individuals and retirement plans, focusing on non-discretionary implementation and client-specific Investment Policy Statements. The firm applies various analytical methods and trading strategies while maintaining a unique affiliation with an accounting/CPA practice.

Joseph Knox is a financial advisor at Evident Financial in Erie, PA, holding a Series 65 designation with two years of industry experience. His prior roles include work at NWPA Innovation Beehive Network and Gannon University. Evident Financial is a small advisory firm managing approximately $150 million in discretionary assets for a diverse client base including individuals, trusts, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach that combines passive and active strategies with a focus on cost and tax efficiency.

Jeffrey Presogna is a financial advisor at I.M.S. Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with I.M.S. Wealth Management since 2012. In addition to his advisory role, he is the owner and president of Presogna and Company, P.C., a CPA firm specializing in business consulting, tax preparation, and mergers and acquisitions. I.M.S. Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, and retirement plans. The firm primarily implements client plans on a non-discretionary basis and uses a range of analytical techniques and trading strategies tailored to client goals and risk tolerance.

Richard Makowski is a Certified Financial Planner (CFP®) with five years of industry experience, currently serving at Evident Financial. His prior experience includes roles at AllStreet Financial, the Small Business Development Center, and Gannon University. He is a co-founder of Qualstra, LLC, where he conducts research on index strategies. Evident Financial is a boutique advisory firm managing approximately $150 million across a range of clients, including individuals, trusts, and charitable organizations. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and emphasizes cost and tax efficiency.