Skyler Edwards is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial, Northwest Bank, and Equitable Advisors, along with prior experience at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors and branch offices.

Rebecca Hausmann is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she is involved with The Kahkwa Club and conducts Medicare reviews and sales through non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Kimberly Dudenhoefer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

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 at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Key Investment Services LLC. Skemp also operates Skemp Financial Services LLC, where he provides comprehensive financial planning, retirement income planning, insurance solutions, and investment advice to clients. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

John Baker is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has worked at Ameriprise Financial Services since 2013, including its LLC division since 2020, and previously held roles at Cetera Wealth Services and Blue Vase Securities. Outside of his advisory work, he serves as Treasurer on the board of Gideons International and as an elder at East Lake Road Alliance Church, and he owns Kingdom Tax Services, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides customized written recommendations and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

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 9 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has worked at OSAIC since 2018, following two years at Sii. Outside of his advisory work, he serves as a support board member for the Autism Society-Northwestern Pennsylvania, assisting with event organization and information management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions through a large network of affiliated advisers.

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.