Charles Knight III is a financial advisor with ONE-UP Financial, holding CPA credentials and over 30 years of experience in accounting and financial consulting. He is a principal at Schaffner, Knight, Minnaugh & Company P.C., a CPA firm where he provides assurance, tax compliance, and consulting services. Additionally, he serves as a trustee and chair of the audit and compensation committees at Marquette Savings Bank. ONE-UP Financial provides investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of modern portfolio theory with active and passive strategies, offering fee-only services that include financial planning and fiduciary retirement plan management.

David Herbe Jr. is an advisor at ONE-UP Financial with one year of industry experience. He is a tax partner overseeing the Tax Department at Schaffner, Knight, Minnaugh & Company PC, a CPA firm. His prior work includes roles at Holbrook & Mante and Crowe. ONE-UP Financial provides investment management and retirement-plan services primarily to employer plan sponsors, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm combines modern portfolio theory with active and passive strategies and offers retirement plan consulting and fiduciary services under ERISA.

David Herbe is a financial advisor at ONE-UP Financial with one year of industry experience. He has been a principal at Schaffner Knight Minnaugh CPA Firm since 1999 and is involved in accounting and steel fabrication through DHSteel Products LLC. ONE-UP Financial provides investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors and charitable organizations. The firm combines modern portfolio theory with active and passive strategies and offers fiduciary retirement plan consulting and management services, emphasizing plan-level and tax-aware planning.

Peter Eaglen is a financial advisor at ONE-UP Financial with one year of industry experience. He is also a partner at Schaffner, Knight, Minnaugh & Company P.C., a CPA firm where he oversees the auditing department. ONE-UP Financial provides investment management and retirement-plan services primarily to employer plan sponsors, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm combines modern portfolio theory with active and passive strategies and offers retirement plan consulting and discretionary management, often drawing on its team’s strong CPA and tax expertise.

Daniel Sloppy is a financial advisor at ONE-UP Financial with one year of industry experience. He is also a partner and CPA at Schaffner, Knight, Minnaugh & Company PC, where he oversees the business valuations department. ONE-UP Financial provides investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors, pension and profit-sharing plans, and charitable organizations. The firm combines modern portfolio theory with both active and passive strategies and offers retirement plan consulting and discretionary plan management with a focus on fiduciary responsibilities under ERISA.

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

Dennis Grow is a financial advisor with ONE-UP Financial, holding CPA credentials and over a decade of experience in tax and accounting. He has been a tax partner at Schaffner, Knight, Minnaugh & Company PC since 2010 and serves as treasurer for a restaurant business. His professional background includes roles in tax oversight and accounting across multiple enterprises. ONE-UP Financial provides investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors and charitable organizations. The firm combines modern portfolio theory with active and passive strategies and offers fiduciary retirement plan consulting with a focus on tax-aware planning.

Janel Bonsell is an advisor at ONE-UP Financial with one year of industry experience. She is also a partner at Schaffner, Knight, Minnaugh & Company, a CPA firm providing assurance, tax compliance, and financial consulting services since 1995. ONE-UP Financial offers investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors and charitable organizations. The firm combines modern portfolio theory with active and passive strategies and provides fiduciary retirement plan consulting and management with a focus on plan-level and tax-aware planning.

Matthew Minnaugh is a principal at ONE-UP Financial with over 30 years of experience in the financial industry. He also serves as a principal at Schaffner, Knight, Minnaugh & Company, P.C., a CPA firm providing assurance, tax compliance, tax consulting, and financial consulting services. ONE-UP Financial provides investment management and retirement-plan services primarily to employer plan sponsors, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm combines modern portfolio theory with active and passive strategies and offers plan-level consulting and fiduciary services under ERISA.