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. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. She also has involvement with The Kahkwa Club. Rebecca engages in Medicare reviews and sales as a non-variable insurance activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and access to various brokerage and insurance products via an integrated platform.

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 credentials and 11 years of industry experience. His prior roles include positions at Northwest Bank, PNC Investments, Cetera Investment Advisors, and First National Bank of Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research to support diversified investment strategies.

Samuel Vrenna is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in retail operations at Valu Home Center. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines advisor programs with insurance products and third-party asset management.

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 15 years of experience, currently affiliated with Raymond James Financial and Flagship Investment Group in Erie, PA. He has been involved with Raymond James Financial Services Advisors, Inc. and Flagship Investment Group since 2014. In addition to his advisory role, he provides education to 401(k) participants and plan sponsors on enrollment and distribution options. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Robert Nicotra is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Cambridge Investment Research Advisors, Inc., and Cambridge Investment Research, Inc. from 2011 to 2023, and operated Nicotra, Catrabone, Catrabone And Associates from 2005 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 at OSAIC with eight years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to joining OSAIC in 2018, he worked at Sii and operated Kress Financial Services. He serves on the board of the Erie Art Museum and is Treasurer of the non-profit Happy Bark. OSAIC serves a broad range of clients including individual, high-net-worth, institutional, and charitable organizations. The firm combines brokerage and advisory services through a large advisor network, utilizing asset-allocation tools, diversified investment options, and both discretionary and non-discretionary portfolio management.

Thomas Keenan is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Keenan serves as a PGA Golf Professional at Whispering Woods Golf Club. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering advisory and brokerage channels through partnerships with LPL and various third-party asset managers.