Joellen Nelson

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.

Eric has more than 17 years’ experience in the accounting, tax and financial services industries. He specializes in working with small business owners, retirees and sales executives. Eric spent the last 5 years working for PNC Wealth Management where he served as an investment advisor managing assets in excess of $300 million. He holds a bachelor's degree in accounting from Penn State University and is a CPA and Certified Financial Planner. Read Eric's blog here: https://www.oneupfinancial.com/blog Full bio here: https://www.oneupfinancial.com/eric-presogna-bio

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 with one year of industry experience. He holds a Series 65 designation and has worked at Evident Financial since 2022. His prior experience includes roles at NWPA Innovation Beehive Network, Gannon University, Gold Coast City Council, and The Southport School. Evident Financial provides discretionary investment management, financial planning, retirement plan consulting, and general consulting services to a broad client base that includes individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm manages over $100 million in discretionary assets using a combination of passive and active strategies grounded in Modern Portfolio Theory, with an emphasis on diversification, cost control, 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.

David Cullen is a CFA® charterholder with 10 years of industry experience. He has been with AllStreet Financial, LLC since 2015 and was previously associated with Remedy Three, LLC. He is also a co-owner of Evident Holding Company, LLC, which owns AllStreet Financial, operating as Evident Financial. Evident Financial provides discretionary investment management, financial planning, retirement plan consulting, and project-based general consulting to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and other business entities. The firm manages over $100 million in discretionary assets across approximately 79 client relationships, using a combination of passive and active strategies grounded in Modern Portfolio Theory, with an emphasis on diversification, cost control, and tax efficiency.