Christopher Mcgoldrick is a CFA® charterholder with one year of experience as a financial advisor at Haverford Wealth Management, LLC. His prior experience includes roles at PNC, Foreside Fund Services, LLC, and Willis Towers Watson. Haverford Wealth Management provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs discretionary portfolio management based on tailored financial plans and fundamental analysis, offering clients flexibility in account management and a range of financial planning options.

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.

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 in Erie, PA, holding a Series 65 designation with two years of industry experience. His prior roles include work at NWPA Innovation Beehive Network and Gannon University. Evident Financial is a small advisory firm managing approximately $150 million in discretionary assets for a diverse client base including individuals, trusts, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach that combines passive and active strategies with a focus on cost 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.

Richard Makowski is a Certified Financial Planner (CFP®) with five years of industry experience, currently serving at Evident Financial. His prior experience includes roles at AllStreet Financial, the Small Business Development Center, and Gannon University. He is a co-founder of Qualstra, LLC, where he conducts research on index strategies. Evident Financial is a boutique advisory firm managing approximately $150 million across a range of clients, including individuals, trusts, and charitable organizations. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and emphasizes cost and tax efficiency.

John Niebauer IV is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Equitta Advisors LLC and also serves as a Second Lieutenant in the U.S. Army National Guard. His prior experience includes roles at Equitable Advisors, Polaris Advisors, and various positions outside the financial industry. Equitta Advisors LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, physicians, and small businesses. The firm utilizes Modern Portfolio Theory to design portfolios primarily composed of low-cost mutual funds and ETFs, with options and derivatives used as appropriate to client objectives.

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.

Travis Bert is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and BNY Mellon. Outside of his advisory role, he is involved with White Oak Wealth Partners, which operates as a hybrid registered investment adviser affiliated with his LPL business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

David Close is a financial advisor at Gladstone Wealth Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Wealth Partners and LPL Financial since 2015. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, employing varied investment approaches that advisors tailor at the representative level.

Raymond Piccirillo is a CFP® with 36 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors in Erie, PA. He has been affiliated with Purshe Kaplan Sterling Investments since 2009 and holds leadership roles at several affiliated entities including HBK Sorce Insurance LLC. Outside of his advisory work, he serves on multiple nonprofit and community boards, including the Conservation Foundation of the Gulf Coast finance committee, the Cape Coral Community Foundation investment committee, and the Greater Fort Myers Chamber of Commerce. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a range of strategies and manages accounts primarily on a discretionary basis through proprietary models and multiple platform arrangements.

Robert Maring is a financial advisor at Gladstone Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone and LPL Financial since 2015. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.