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.

Christi Cristians is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Cambridge since 2022, following nearly two decades at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory role, Cristians is involved in nonprofit organizations, serving as president and treasurer of GOD'S HANDS AND FEET INC. and as treasurer for the Eric Danowski Transplant Hope Foundation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of investment strategies and custody arrangements tailored to client objectives.

Franklin Rogers is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His credentials include Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Cassandra Whitmer is a financial advisor at Edward Jones in Erie, PA, holding a Series 66 designation with seven years of industry experience. Her prior career includes 18 years at Allergan (and formerly Forest Pharmaceuticals) before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Nathan Mosier is a financial advisor with Osaic Wealth, Inc. based in Erie, PA. He holds Series 65 and Series 66 licenses and has six years of industry experience. Prior to joining Osaic in 2024, he worked at The Vanguard Group for four years and Axa Advisors for one year. His background also includes roles outside finance, such as working at T.G.I. Friday's and studying at Penn State. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Carter Hassenplug is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. He has worked at Allegheny College since 2021, including a role in the Mathematics Department from 2024 to 2025, and has served as a volunteer golf coach for the college’s golf teams. Outside of finance, he has worked as an assistant greenskeeper at Green Meadows Golf Course since 2019. Equitable Advisors serves individual, corporate, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers ERISA fiduciary services, focusing on aligning client needs with suitable investment programs and solutions.

Robert Cacchione is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the team in 2012 and has built a professional focus on providing personalized financial planning services. Robert works with a diverse range of clients, including trusts, corporations, and individuals, to help them visualize and achieve their financial goals through tools such as the Personal Wealth Analysis. Over his ten years of experience, Robert has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise encompass divorce transition planning, executive compensation, investment consulting for defined contribution plans, retirement income, and tax minimization, among others. Robert holds a bachelor's degree from Indiana University of Pennsylvania. Outside of his professional career, he dedicates time to his family, spending free time with his wife Kara and their three sons. He is involved in community service, serving on the board of the Children's Advocacy Center of Erie, and has been the president of the Erie American Heart Association board. Robert actively supports local non-profit organizations in the Erie community.

Mark Murphy is a financial advisor with UBS Financial Services in Erie, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

David Orlando is a financial advisor with Wells Fargo Clearing in Erie, PA, holding Series 63 and Series 65 designations and four years of industry experience. He has been with Wells Fargo Clearing since 2018, with prior experience at Howard Industries from 2016 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tina Masucci is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked for Walker Roses Development for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Daniel Mulligan is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors and Bankers Life. Outside of advisory work, he serves as a wrestling referee for the Pennsylvania Interscholastic Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party programs, including discretionary and non-discretionary advisory models, and offers ERISA fiduciary services through credentialed representatives.

Jason Treverton is a financial advisor with Raymond James Financial in Erie, PA, holding a Series 66 designation and two years of industry experience. His prior experience includes six years at Compass Group. He is also involved with Flagship Investment Group, Inc., a support company based in Erie. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

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.

J Pepper is a financial advisor at RBC Capital Markets with Series 63 and Series 65 designations and 47 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, Pepper serves as a commissioner and board member for several nonprofit and historical organizations in Pennsylvania, including the Pennsylvania Historical and Museum Commission and the Flagship Niagara League. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies with a range of advisory programs and integrates both in-house and third-party managers to implement client portfolios.

Abby Paslowski is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2014. Her background includes work with Ameriprise Financial Services, Inc. She is involved in educational seminars on Medicare and charitable activities through the Kingdom Financial Foundation, as well as assisting with tax data preparation and independent insurance brokering. Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Nicholas Srnka is a financial advisor with Wells Fargo Clearing in Erie, PA, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Equitable Advisors, LLC and BNY Mellon. His background includes roles outside finance, such as positions at Presque Isle Downs and Casino and Jim Vallimont Construction. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kelli Millin is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Equitable Advisors since 2016 and previously spent time with Axa Advisors, LLC and Cetera. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and offers a variety of third-party and proprietary advisory programs.

Cody Boarts is a financial advisor with LPL Financial based in Erie, PA. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles in education at Erie County Community College and several local schools, as well as a position at CA Curtze. 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, model portfolio programs, and access to third-party asset managers, supported by advanced operational tools and a broad network of over 22,800 advisors.

Kiersten Paulson is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has been with Merrill since 2022. Prior to her current role, her work history includes positions outside the financial industry, such as driving for Instacart and various roles in healthcare and construction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Greg Dufala is a financial advisor with LPL Financial, holding a Series 66 license and 19 years of industry experience. He has worked at LPL Financial since 2012 and previously held roles at PNC Wealth Management and Natcity Investments, Inc. Outside of his advisory work, he owns a home-based business called DBALAFUD Enterprises, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.