Ana Swedberg is a financial advisor at RBC Capital Markets with 22 years of industry experience. She has been with RBC Capital Markets since 2011 and holds Series 63 and Series 66 credentials. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with portfolio strategies tailored to each client’s risk profile.

Gregory Deemer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera and its affiliates since 2013 and currently owns Bayfront Benefit Solutions, Inc. Deemer serves as a board member for the Boys & Girls Club of Erie and is president of the Fort LeBoeuf Wall of Fame, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individual, institutional, corporate, and charitable clients through a multi-manager platform offering portfolio management, financial planning, and retirement services. The firm manages over $256 billion in assets and supports advisors with a range of discretionary and non-discretionary program options across multiple custodians.

Skyler Edwards is a financial advisor at Edward Jones in Erie, PA, holding Series 66 and Series 63 credentials with three years of industry experience. His prior work includes roles at LPL Financial, Northwest Bank, EQUITABLE ADVISORS LLC, and a previous tenure at Edward Jones. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Rebecca Hausmann is a financial advisor with LPL Enterprise in Erie, PA, holding Series 65 and Series 63 credentials and nine years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with The Kahkwa Club, where she has been active since 2012. LPL Enterprise provides investment advisory and brokerage services to a wide client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Kimberly Dudenhoefer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach 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.

Samuel Mancuso is a financial advisor with Cetera in Erie, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at KeyBank and Key Investment Services from 2016 to 2021. Since 2021, he has been associated with Cetera and First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors handling more than $256 billion in assets under management.

Beth Foyle is a Series 66-licensed financial advisor with nine years of industry experience. She has been with Ameriprise since 2015 and currently works full time for Voussoir Financial Partners, a financial advisory practice affiliated with Ameriprise in Erie, PA. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Brian Long is a financial advisor with Wells Fargo Advisors in Edinboro, PA, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Stifel Independent Advisors, Ameriprise Financial Services, and Janney Montgomery Scott. He rejoined Wells Fargo Advisors in 2026 after an earlier tenure in 2017. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in how they implement those recommendations.

Mark Stockard is a financial advisor with LPL Financial in Erie, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Northwest Bank, PNC Investments, and Cetera Investment Advisors. 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, third-party asset management, and institutional platforms.

Chelsea Nelson is a financial advisor with Edward Jones in Erie, PA, holding a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2022 and is also an adjunct instructor of music at Mercyhurst University, where she teaches private French Horn lessons. Additionally, she performs as a freelance classical musician in the Erie County area and provides in-home and community support for a special needs client through Palco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Lisa Morgan is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise and its affiliates since 2009. In addition to advising, she serves as a paraplanner and client service specialist supporting Ameriprise advisors in her office. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jared Skemp is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked with Key Investment Services LLC for nine years and currently manages his own firm, Skemp Financial Services LLC. Outside of his advisory work, he is a limited partner in a venture capital startup focused on at-home health testing devices. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, providing advisors with access to multiple program structures and third-party managers.

John Baker is a financial advisor at Ameriprise with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves as treasurer on the board of Gideons International and is an elder at East Lake Road Alliance Church. He also owns Kingdom Tax Services and is involved with the Kingdom Financial Foundation, which provides educational seminars and charitable giving. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, primarily those with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Micah Bowers is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Reeds Jewelers for nine years. Outside of his advisory role, Bowers is involved in tax preparation through Kingdom Tax Services and participates in educational seminars and charitable activities with the Kingdom Financial Foundation. He also preaches periodically and assists with ministry organization at Grace Fellowship International Church. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Kress is a financial advisor at OSAIC with nine years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining OSAIC in 2018, Kress worked at Sii and operated Kress Financial Services. Outside of his advisory work, he serves as a support board member for the Autism Society of Northwestern Pennsylvania, assisting with event organization. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio construction based on asset allocation tools, risk-tolerance assessments, and efficient-frontier analysis, supporting both discretionary and non-discretionary account management.

Charles Caryl is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Jefferson Education Society, an adult education and think tank organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

John Pulice is a financial advisor at Ameriprise with three years of industry experience and holds the Series 66 credential. He also serves on the Board of Directors for the Estate Planning Council of Erie and is a board member of Junior Achievement of Western PA. Additionally, Pulice coaches youth basketball for the Iroquois School District. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients, offering a specialized retirement income service with written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaborative planning supported by internal investment research and algorithmic tools, with distinctive enrollment criteria requiring a minimum level of investable assets.

Christopher Mc Munigle is a CFP® with 16 years of industry experience, currently associated with Raymond James Financial in Erie, PA. He has worked at Flagship Investment Group since 2014, providing investment management and financial planning to individuals, families, and businesses, and also offers education to 401(k) participants and plan sponsors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and analytical tools to support client goals and has notable municipal and public-finance work through a unique affiliation with a municipal advisor.

Eli Rebich is a financial advisor with Wells Fargo Advisors in Edinboro, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Stifel Independent Advisors LLC and Ameriprise Financial Services Inc. Outside of his advisory work, he serves as president of Regal Dog Real Estate, a real estate holding company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu addressing various client needs, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

Robert Nicotra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Ameriprise, and operated Nicotra, Catrabone, Catrabone and Associates for 18 years. Nicotra also manages a non-variable insurance business in Erie, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive resources and a network of more than 22,800 advisors.