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.