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.

Richard Makowski is a CFP® with five years of industry experience, currently serving as a financial advisor at Evident Financial in Erie, PA. He previously worked at AllStreet Financial, LLC, the Small Business Development Center, and held roles at Gannon University and Erie Beer Company. Outside of advising, he is a co-founder of Qualstra, LLC, where he is involved in research related to improving existing index strategies. Evident Financial provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm combines passive and active strategies based on Modern Portfolio Theory, emphasizing diversification, cost control, and tax efficiency while managing over $100 million in discretionary assets.

John Niebauer IV is a financial advisor at Equitta Advisors LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Polaris Advisors. He is also an officer in the U.S. Army National Guard. Equitta Advisors serves individual and high-net-worth clients, physicians, and small businesses with discretionary investment management and annual financial planning. The firm uses model-based portfolios primarily composed of low-cost mutual funds and ETFs, applying Modern Portfolio Theory alongside other analytical methods to construct risk-targeted portfolios.

Travis Bert is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and BNY Mellon. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a network of independent adviser representatives and employs a range of investment strategies including equities, fixed income, ETFs, and alternative assets.

David Close is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2015. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies through a network of independent advisers, including discretionary management, model portfolios, and third-party managers, with specialized pension consulting and ERISA retirement plan fiduciary services.

Raymond Piccirillo is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding the CFP® designation and Series 63 license. He has 35 years of industry experience and has worked with Purshe Kaplan Sterling Investments since 2009. Outside of advising, he serves on several nonprofit boards and committees, including the Cape Coral Community Foundation and the Conservation Foundation of the Gulf Coast, and teaches a class monthly at Florida Gulf Coast University as part of its Economics and Finance program. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by offering personalized investment management and financial planning. The firm employs discretionary management with proprietary models and a broad range of investment strategies, including fixed income, alternatives, and cryptocurrency exposure.

Robert Maring is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Gladstone Wealth Partners since 2015 and also maintains a concurrent affiliation with LPL Financial. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm delivers these services through a network of independent investment adviser representatives, utilizing a range of investment strategies and technology to offer consolidated oversight of participant and plan assets.

Richard Coleman is a CFP® with 40 years of experience in financial advising. He is currently with Latitude Advisors, LLC and GWN Securities, Inc., having previously worked at H. Beck, Inc. Coleman also owns an insurance business focused on life, accident, and health products, where he analyzes clients’ insurance needs and assists with purchases. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Margo Dowd is a financial advisor with Gladstone Wealth Partners in Eries, PA. She holds the Series 66 designation and has three years of industry experience. Her background includes roles at PNC Private Bank and LPL Financial, among others. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisors who tailor investment strategies across various asset classes and offer specialized pension consulting and ERISA retirement plan fiduciary services.

Michael Nedreski is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Gladstone Wealth Partners since 2015 and also operates Nedreski Wealth Management, which he founded in 1996. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment solutions and fiduciary services delivered through a network of independent advisers using both proprietary and third-party strategies.

Robert Chess is a CFP® professional with over 42 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Advisory Services. Outside of his advisory roles, he is involved in life insurance sales and provides related advisory services through Estate Solution Planners Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, supporting a wide range of investment strategies and platforms.

Gregory Fischer is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Gladstone in 2017, he worked at PNC Bank N.A. for 36 years. Gladstone Wealth Partners serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations by providing asset management, financial planning, retirement plan consulting, and advisory services. The firm offers tailored investment strategies through a network of independent advisers and provides specialized pension consulting and ERISA retirement plan fiduciary services.

Matthew Simon is a financial professional with Cetera, holding CFP® and Series 66 credentials and six years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously had roles at Zurn Industries and Buseck Barger & Bleil. Outside of his advisory work, he was involved with 212 Degrees of Fitness/CrossFit FBO for eight years. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm utilizes a mix of advisor-managed accounts, model portfolios, and third-party managed solutions, supported by a broad institutional and retirement services platform.

Derek Aicher is a financial advisor with CWA Asset Management Group in Erie, PA, holding a Series 65 designation and one year of experience at CWA. His prior work includes roles at F.N.B. Corporation, Smith & Nephew, Osiris Therapeutics, Redhill Biopharma Ltd., and Takeda. CWA Asset Management Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and other business entities. The firm employs proprietary investment models, offers family-office services, and sponsors multiple private funds, combining active fundamental analysis with quantitative rankings in its approach.

Michael Baer is a financial advisor with Arkadios Wealth Advisors in Erie, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Arkadios in 2022, he worked at Kalos Management and Madison Avenue Securities. He also serves as a producer at TBAER Wealth Management, engaging in insurance-related financial services. Arkadios Wealth Advisors provides investment and wealth management to individuals, trusts, businesses, and retirement plans through customized advisor-managed accounts, third-party money managers, and financial planning. The firm utilizes a multi-disciplinary investment approach supported by an internal portfolio team and offers both discretionary management and retirement plan fiduciary services.