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.

Eric Robbins is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He is the founder of Robbins Wealth Management and has served as an associate teaching professor at Pennsylvania State University since 2019. Robbins is also an author for Kaplan Schweser and Business Expert Press. Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management and financial planning along with tax preparation and trust accounting services, employing a strategic asset allocation approach with tactical use of equities, fixed income, and options strategies.

Ryan Williams is a CFP® and ChFC® with nine years of industry experience. He is currently with Elite Life Management LLC, where he has worked since 2021, following roles at Bank of America and Merrill Lynch. Outside of his advisory work, Williams is a published author of a personal travel book and a silent partner in an athletic training facility. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth investors, trusts, estates, legal entities, charitable organizations, and retirement plans. The firm employs a fundamental, generally long-term investment approach tailored to client goals and circumstances, utilizing ETFs, mutual funds, individual securities, and alternative investments when appropriate.

James Keller is a financial advisor with Roland Financial Wealth Management LLC in Erie, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms, including AE Wealth Management and TD Ameritrade. Keller is also involved in insurance sales through Roland Financial. Roland Financial Wealth Management LLC provides asset management, financial planning, and consulting services primarily to individual and high net worth clients. The firm customizes investment programs based on clients’ goals and risk tolerances and offers educational seminars in addition to managing approximately $69.2 million in discretionary assets.

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.

Donald Smith is the owner, principal, and president of Provident Wealth Management, Inc. in Erie, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including over two decades at Provident Private Capital Partners, Inc. and more than 39 years with Provident Wealth Management. Provident Wealth Management provides financial planning, investment supervisory services, and asset-allocation advice to individuals and a range of institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management tailored to client objectives.

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.

Stephanie Terbrock is a financial advisor at Elite Life Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Wells Fargo Clearing Services, and RHI General Group prior to joining Elite Life Management. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to clients’ goals and risk tolerance, utilizing ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Jeremy Shelby is a financial advisor at Elite Life Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Motion Group Sports. Outside of his advisory role, he owns Elite Life Consulting, a branding solutions business serving athletes, entrepreneurs, and professionals. Elite Life Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to client goals, utilizing ETFs, mutual funds, individual securities, and alternative investments when appropriate.

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.

Johnathan Essman is a financial advisor at Roland Financial Wealth Management LLC in Erie, PA, holding a Series 65 designation with one year of industry experience. Prior to joining Roland Financial, he worked at First National Bank (FNB Corporation) for one year and was a full-time student for eight years. He is also licensed as an insurance agent, dedicating a portion of his time to insurance-related activities. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management, financial planning, and consulting primarily to individual and high net worth clients. The firm customizes investment programs based on clients’ goals and risk tolerances, conducts regular account reviews, and offers educational seminars, alongside managing insurance services through its principals.

Richard Smith is a financial advisor at Provident Wealth Management, Inc. in Erie, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to his current role, he worked at Penn State University for five years. Outside of advising, he is a shareholder and assists in management duties at Provident Private Estate Management, a property management company. Provident Wealth Management, Inc. provides financial planning, investment supervisory services, and asset-allocation advice to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management alongside insurance and employee-benefit consulting services.

Roland Kljunich is a financial advisor at Roland Financial Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management LLC. In addition to his advisory role, he is an author of a financial book and serves as CEO of an affiliated firm specializing in annuities, life insurance, and Medicare products. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management, financial planning, and consulting primarily to individual and high net worth clients. The firm customizes investment programs based on clients’ goals and risk tolerances, utilizing fundamental and technical analysis, and offers educational seminars and workshops.

James Masone is a financial advisor at Milestone Asset Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at FNB of PA, CNB Bank, and Northwest Bank. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 relationships, utilizing a combination of internally managed and third-party model portfolios with both tactical and strategic investment approaches.

Richard Dombrowski is a financial advisor at Rigden Capital Strategies with nine years of industry experience. He holds a Series 66 designation and has worked previously at Risemint, TD Ameritrade, and Scottrade. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to clients’ goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Zachary Honess is a financial advisor with Secure Asset Management, L.L.C. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hancock Capital Management, Inc., Cadaret Grant, and Paceline Financial. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and trading signals.

James Reim is a CFA® charterholder with 42 years of industry experience. He is currently with Regal Investment Advisors LLC and has previously worked at Regulus, LLC, The Investment Center, Inc., and IC Advisory Services, Inc. Reim serves as treasurer and volunteer on the board of directors for the Methodist Towers Independent Living Senior Center and participates in financial education through the American Financial Education Alliance. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios that include equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Logan Mitchell is a financial advisor at HBKS Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Aldi and educational institutions. Mitchell is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages accounts primarily on a discretionary basis using proprietary models and multiple platform arrangements.