Erin Phelps is a financial advisor at Equitable Advisors in Erie, PA, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors in 2022, she worked at Family Services of NW PA for 13 years. 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 asset management. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized risk assessment and matching clients to appropriate investment models.

Nancy Sparks is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Nicholas Osborne is a financial advisor with Cetera holding a Series 66 designation and no prior industry experience. His work history includes roles outside finance, such as positions at The Pub and Villa at the Lake. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management options and operates a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Brian Johnson is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors and Voya Financial Advisors prior to joining OSAIC. Outside of his advisory role, he is an insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diverse portfolios.

Kody Rinkevich is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held roles at Vistra Corp., Schaeffler Group, The Goodyear Tire & Rubber Company, Walmart Supercenter, The University of Akron, and McDowell Senior High School. Equitable Advisors serves individuals across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a combination of proprietary programs and third-party asset managers to tailor investment solutions, with services delivered through a large network of Investment Adviser Representatives.

Jeffrey Price is a CFP® professional with 19 years of experience in the financial industry, currently with Cetera in Erie, PA. He has been affiliated with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has worked with First National Bank of Pennsylvania since 2009. Outside of his advisory role, he is treasurer for Build Better Fields, a nonprofit focused on raising funds to maintain local youth baseball fields, and is a part owner of Allison Price Health and Witness LLC, a business co-owned with his spouse. Cetera Investment Advisors LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies and third-party managers across various program structures.

Kurt Haibach is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Haibach is also a partner at Gary B. Haibach & Associates, a financial services firm. In addition to his advisory roles, he is licensed to sell life, health, and annuity insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures.

Emily Cevera is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has prior work experience in educational and hospitality roles, including serving as a bartender at Riverside Brewing Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

James Pulling is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for 24 years. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual investors, high-net-worth clients, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, leveraging portfolios developed by internal and third-party strategists, with services that include financial planning, access to third-party asset managers, and participation in wrap programs.

Gabriel Veliz is a financial advisor with Merrill in Erie, PA, holding a Series 66 designation and seven years of industry experience. His career includes positions at Bank of America, Pennsylvania State Employees Credit Union, and roles in higher education and community organizations such as YMCA and Edinboro University. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin De Bias is a financial advisor with Ameriprise Financial Services in Erie, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to Ameriprise, he worked at OSAIC, Securities America, Inc., ERIEBANK, and PNC Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Allison Rebich is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Stifel Independent Advisors and PNC, as well as work outside finance at Grub Hub and First National Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm combines proprietary research and planning tools to develop recommendations delivered through meetings and written summaries, with optional implementation via brokerage or advisory programs.

Ryan Haffey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2011 and has over 15 years of experience in the financial services industry. Ryan specializes in areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management, women and wealth, and retirement income. Ryan holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ (CRPC) designation, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science in Business Administration from Gannon University, where he attended on a football scholarship. Prior to joining Merrill, Ryan was Vice President of Consumer Lending at HSBC Bank for nine years. Outside of his professional work, Ryan enjoys cooking, football, spending time with his family, and traveling. He emphasizes understanding clients’ values and goals through one-on-one conversations to create personalized financial strategies that help clients pursue their life goals and plan their legacies.

Kristi Parsons is a financial advisor with LPL Financial in Erie, PA, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. She has worked at Linsco/Private Ledger, now part of LPL Financial, throughout her career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and asset management services delivered through a large network of investment adviser representatives.

Michael Parsons is a financial advisor with LPL Financial in Erie, PA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Cathedral Prep for nine years. Parsons is part owner of MMJ Ventures, LLC, and involved with Casey Graham Enterprises, both non-investment related business activities. 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, model portfolios, third-party asset management, and institutional platforms.

Mary Lindquist is a financial advisor with Merrill in Erie, Pennsylvania, holding a Series 66 designation and 28 years of industry experience. She has been affiliated with Merrill since 1998 and concurrently with Bank of America, N.A. since 2009. Outside of her advisory role, Lindquist is an owner of SAM2 LLC, a limited liability company, and holds ownership interests in family real estate partnerships. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Zane Wright is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Stifel Independent Advisors for four years and has held roles outside of finance, including positions at Snowbelt Beverages and Serafini' Restaurant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, and provides specialized planning services for clients who meet net-worth thresholds.

Liliane Ribeiro is a financial advisor with Ameriprise in Fairview, PA, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Erie Bank and Securities America Advisors, Inc. for eight years. Outside of Ameriprise, she is involved in managing an advisory business as a paraplanner and client service specialist with Loose Tetuan Dunn Bergdahl & Associates. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering tailored, non-discretionary recommendations supported by algorithmic analysis and a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Fox is a financial advisor with LPL Financial in Erie, PA, holding Series 63 and Series 66 credentials and over 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and ownership interests in several business entities, including Ellwell, Fox & Marsh, LLC. 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 institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, utilizing various strategies and technologies to support advisors.

Mark Tetuan is a financial advisor with Ameriprise in Erie, PA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its predecessor firm since 1976. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.