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Bradley S

Series 66

Erie, PA

LPL Financial

Bradley Schwab is a financial advisor with LPL Financial based in Erie, PA, holding a Series 66 designation and possessing 20 years of industry experience. His prior work includes roles at Widget Financial Credit Union, Cuso Financial Services, CUNA Brokerage Services, and PNC Wealth Management. He maintains involvement with Widget Financial outside of his primary advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing various strategies and advisor support tools within its broad advisory platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hunter C

Series 66

Erie, PA

LPL Financial

Hunter Cox is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Widget Financial Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he has been involved with Bison Hill Stonecrafts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions and supports advisors with research tools and diverse investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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