Jillian Carroll is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked for eight years at Erie Federal Credit Union. Outside of her advisory role, she serves as a cheerleading coach at Mercyhurst Preparatory School in Erie, PA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Keim is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2022. Outside of his advisory role, Keim serves as head golf coach at Cathedral Preparatory School and participates as a committee member helping manage finances for the Mercy Center for Women. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers comprehensive advisory programs with customized portfolio management, financial planning, and integrated investment options tailored to clients' risk profiles.

Stacey Margraves is a financial advisor at UBS Financial Services with a Series 66 credential and six years of industry experience. She has a background that includes roles at Limelife by Alcone and TruAura Beauty prior to joining UBS. Based in Erie, PA, her career spans both financial services and beauty industry companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans.

David Friello is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for eight years, and has previous experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of advisors with advanced operational and research tools.

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.

Kacey Mills is a CFP®-certified financial advisor with 10 years of industry experience, currently with Cambridge Investment Research Advisors. Her prior roles include positions at AccessLex Institute, Stitch Fix, and PNC Bank. Outside of her advisory work, she is involved in online sales and acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of discretionary and non-discretionary strategies.

Marlo Machalinski is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mach Wealth Management, Securities America, and Estate Solution Planners. Outside of advising, he serves as a notary public and works as an independent health and life insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services with asset-allocation tools and multiple investment platforms.

Jason Kuilman is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Equitable Advisors since 2005, including during its affiliation with Axa Advisors. Outside of his advisory role, he is a partner in a limited liability company owning commercial property in Erie, Pennsylvania. Equitable Advisors serves a broad range of clients from individual to institutional, providing financial planning, retirement plan consulting, and asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions and fiduciary services.

Michael Sergi Jr. is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1996 to 2020. He is a member of the Board of Directors at Battles Village, a nonprofit organization in Girard, Pennsylvania. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, focusing on clients who maintain accounts managed by Ameriprise.

Ryan Smith is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation for 14 years. In addition to his advisory role, Smith is an insurance agent offering a range of products including accident and health insurance, disability coverage, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple managed account platforms.

Matthew Sandstrom is a financial advisor with Equitable Advisors in Erie, PA. He holds a Series 66 designation and has one year of experience in the industry. Prior to his current role, he worked in various positions including at U Pick 6 Tap House and Industrial Sales and Mfg. Inc. He also has experience with Gannon University and the University of Pittsburgh. Equitable Advisors serves a diverse range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Kevin Callahan is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously was with Equitable Advisors and AXA Advisors for six years. He is also an independent insurance agent with Summit View Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing a variety of direct and model-based portfolio management strategies.

Brian Praetzel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Bean is a financial advisor with Raymond James Financial in Erie, PA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James Financial and its affiliate since 2002. Bean is also the owner of Flagship Investment Group, Inc., where he supervises third-party administrator services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling.

Preston Carney is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and five years of industry experience. His background includes positions at Equitable Advisors and Duquesne University, as well as roles outside finance at Erie Sport Store and Lawrence Park Golf Club. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Ronald Vinyard is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously served 14 years in the United States Army. Vinyard is also an officer in the US Army Reserve, where he serves as Chief of Internal Review for the 316th Expeditionary Sustainment Command. 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 investment management solutions through a broad network of investment adviser representatives.

Gilles Mulard is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked with firms including Waddell & Reed and MCM Partners Erie LLC. Outside of his advisory role, he provides wine tasting and wine making presentations and teaches French privately. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs and third-party asset managers.

Kathleen Heverley is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. She has worked at Edward Jones since 2017 and previously spent over two decades with First Tennessee Bank and its affiliated brokerage firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

John Stockard is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2002. In addition to his advisory role, he serves as the Senior Resident Director of the Erie office. John focuses on delivering personalized wealth management services for both individual and corporate clients. With two decades of experience, John holds several professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He specializes in areas such as retirement planning, investment strategy, legacy planning, and services for defined benefit and defined contribution plans. John develops customized financial strategies based on a disciplined investment process and a comprehensive understanding of each client's financial situation. John earned his bachelor's degree from Clarion University of Pennsylvania. He is a member of the Rotary Club of Erie, serving as its president at one point, and actively supports local nonprofits, notably the United Way of Erie County.

Steven Kenski is a financial advisor with LPL Financial in Erie, PA, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at METLIFE SECURITIES Inc and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he owns Kenski Financial Solutions, which provides traditional insurance and fixed indexed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.