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.

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.

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.

Elizabeth Brandon is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance Associates, INC. and Charles River Laboratories. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to construct portfolios across various asset classes.

Bruce Jakiel is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Cambridge Investment Research and Edward Jones. He is also the owner of a real estate property in Erie, PA. Cetera Investment Advisers LLC supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, and institutional clients through diversified portfolio management, financial planning, and access to third-party money managers.

Patrick Kress is a financial advisor with OSAIC in Erie, PA, holding the CFP® and ChFC® designations and having nine years of industry experience. Before joining OSAIC in 2018, he worked at Sii and operated his own firm, Kress Financial Services. He serves as Treasurer on the board of the non-profit Happy Bark and is a general board member of the Erie Art Museum. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing tools such as asset-allocation modeling and automated rebalancing.

Thomas Keenan is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Outside of finance, he is a PGA golf professional at Whispering Woods Golf Club. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models, including third-party and proprietary programs, and provides ERISA fiduciary services to qualified plans.

Zachary Lyons is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes both internal Chief Investment Office teams and third-party managers to implement its strategies, supported by trading, account administration, and custody services.

Owen Jefferson is a financial advisor at Equitable Advisors in Erie, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Laskowski Insurance Agency, Curtze Foods, and Penn State Behrend. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models or managers, utilizing a range of products including mutual funds, ETFs, and select alternative investments.