David Friello is a financial advisor at LPL Financial with 29 years of industry experience. He holds a Series 63 designation and previously worked at Cambridge Investment Research Advisors and Metlife Securities Inc. Friello is also involved in non-variable insurance activities alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bradley Schwab is a financial advisor with LPL Financial in Erie, PA, holding a Series 66 designation and 19 years of industry experience. He has worked at Widget Financial Credit Union since 2013 and Cuso Financial Services, LP from 2012 to 2025. Outside of his advisory role, he is involved with Widget Financial as a DBA for LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and third-party research.

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.

Joellen Nelson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, Nelson serves as Chairman of the Board of Governors for the Erie Philharmonic and owns a grape farm business. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Jason Kuilman is a CFP® with 20 years of industry experience, currently affiliated with Equitable Advisors since 2005. He previously worked with Axa Advisors, LLC from 2005 to 2020. Outside of his advisory role, he is a partner in a limited liability company but does not participate in day-to-day management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Elijah Nelson is a Series 66-credentialed advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Penn State University, Erie Insurance, and Maloney, Reed, and Scarpitti, and worked as a self-employed professional and with Networking Technologies. He serves as an adjunct professor at Mercyhurst University, teaching investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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 Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he was involved in various roles including positions at U Pick 6 Tap House, Industrial Sales and Manufacturing Inc., and Gannon University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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, holding a Series 66 designation and four years of industry experience. His career includes multiple roles at Equitable Advisors since 2020, as well as work experience in retail and education prior to entering the financial sector. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Ronald Vinyard is a Series 66-licensed financial advisor with LPL Financial in Erie, PA, with seven years of industry experience. Prior to joining LPL Financial in 2019, he served 14 years in the United States Army. He is also an officer in the U.S. Army Reserve, serving as Chief of Internal Review for the 316th Expeditionary Sustainment Command. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, supported by research and model portfolios, and provides both discretionary and non-discretionary management solutions.

Gilles Mulard is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 credential and has worked previously at Waddell & Reed, Inc., MCM Partners Erie LLC, and operated his own consulting and tax preparation businesses. Outside of his advisory work, he provides private French lessons and offers wine tasting and wine making presentations. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management, utilizing research from both in-house and third-party sources.

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. He is the owner of Kenski Financial Solutions, which focuses on traditional insurance and fixed indexed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

Alexander Morgan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2021, he worked at Wegmans Food Markets and The University of Akron. Ameriprise Financial Services is a diversified advisory firm catering to individual and institutional clients, notable for its Premier Retirement Income service which provides tailored retirement planning through a combination of proprietary research and third-party data.