Richard Coleman is a CFP® with 40 years of experience in financial advising. He is currently with Latitude Advisors, LLC and GWN Securities, Inc., having previously worked at H. Beck, Inc. Coleman also owns an insurance business focused on life, accident, and health products, where he analyzes clients’ insurance needs and assists with purchases. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Margo Dowd is a financial advisor at Gladstone Wealth Partners with 4 years of industry experience. She holds a Series 66 designation and previously worked at PNC Private Bank and various hospitality and restaurant companies. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party manager solutions through a network of nearly 100 investment adviser representatives. The firm integrates retirement-plan services and institutional manager relationships into its multi-team platform.

James Masone is a financial advisor at McAdam LLC in Erie, PA, with two years of industry experience. He holds a Series 65 designation and previously worked at Milestone Asset Management, FNB of PA, and CNB Bank. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a range of investment vehicles and incorporates specialized exposures such as private funds and cryptocurrency through ETFs or separate managers.

Michael Nedreski is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Wealth Partners since 2015. Prior to that, he operated Nedreski Wealth Management starting in 1996. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies tailored at the representative level.

Robert Chess is a CFP® professional with over 43 years of industry experience. He is currently with The AmeriFlex Group and holds Series 63 and Series 65 licenses. His prior experience includes roles at Investacorp Advisory Services, Securities America, and OSAIC. Additionally, he operates Estate Solution Planners Inc., providing life insurance and advisory services to his existing securities clients. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering tailored strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Gregory Fischer is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Gladstone Wealth Partners in 2017, he worked at PNC Bank N.A. for 36 years. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment approaches at the representative level, including discretionary portfolio management, financial planning, and retirement plan consulting, supported by platform-level due diligence from its Investment Committee.

Matthew Simon is a CFP® with seven years of industry experience, currently serving at Gladstone Wealth Partners. He has previously worked at LPL Financial, Bayfront Wealth Management, Cetera, and held roles at Zurn Industries and in fitness coaching. Outside of advising, he is involved as an insurance agent selling life, health, and annuities. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through nearly 100 advisors. The firm offers discretionary portfolio management and financial planning, implementing investment strategies at the representative level and integrating retirement-plan services and institutional manager relationships.

Michael Baer is a financial advisor with Arkadios Wealth Advisors in Erie, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Arkadios in 2022, he worked at Kalos Management and Kalos Capital from 2018 to 2022, and Madison Avenue Securities, LLC in 2017. Baer also serves as a producer at TBAER Wealth Management, focusing on insurance-related services. Arkadios Wealth Advisors is an SEC-registered, multi-team firm that serves individuals, trusts, businesses, and retirement plans with customized investment plans and a variety of portfolio management options. The firm utilizes a combination of fundamental, technical, and cyclical investment analysis to build tailored strategies that accommodate client preferences and may include alternative assets.

Gary King is a financial advisor with Lombard Advisers Incorporated in Erie, PA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Lombard Advisers since 2001 and has been affiliated with Lombard Securities Incorporated since 1995. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a mix of discretionary and non-discretionary programs and uses various analytical approaches to construct and monitor portfolios, with a notable portion of assets managed on a non-discretionary basis.

Gary Winschel is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Gladstone Wealth Partners in Erie, PA, where he has worked since 2016. Winschel serves as a board member for the Sisters of St. Joseph of Northwestern PA and holds an elected official position with the Millcreek Township School District. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisor representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Regina Engel is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding a Series 66 credential and seven years of industry experience. Her prior work includes positions at LPL Financial and PNC Wealth Management. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment management and financial planning services, with investment approaches implemented at the representative level and supported by platform-level due diligence.

Vincent Anderson is a financial advisor at Vicus Capital, Inc. in Erie, PA, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has worked at Vicus Capital since 2008 and previously spent 12 years with Cetera Advisor Networks LLC. Outside of his advisory work, Anderson is involved in canine sports as a judge for the American Kennel Club and serves as Vice President of the Pennsylvania Brittany Club, where he helps organize events and maintain club grounds. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors by offering investment management, financial planning, and retirement consulting services. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services, supported by technology platforms and a range of tailored portfolio management options.

Brian Hammel is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC Investments since 2009 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven questionnaires to guide investment strategy and employs mutual funds and ETFs with annual rebalancing.

Mitchell Ruff is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, he serves as an executor of his father’s estate. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a multi-provider platform and a network of financial professionals.

Austin Burns is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and spent seven years at TD Ameritrade. Outside of finance, Burns works as a private voice coach, leveraging his degree in vocal performance to teach individual singing lessons. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates its advisory services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates.

Ross Runstedler is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has operated Runstedler Life and Retirement since 2013, focusing on insurance sales. Prior to his current roles, he was involved in the hospitality industry through Coaches Sports Bar and Grill. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm manages approximately $49.8 billion across standardized model and platform services.

Brandon Armella is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Analysts, Lincoln Investment, CUNA Brokerage Services, and Cuna Mutual Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to certain employees. The firm utilizes algorithmic risk assessments and delegates portfolio management and proxy voting to third parties.

Mary Schaaf is a financial advisor with TLG Advisors, Inc. based in Erie, PA. She holds Series 63 and Series 65 credentials and has 46 years of industry experience. Her prior work includes roles at The Leaders Group Inc and North Coast Brokerage/Capitas Financial, and she served in Erie County from 2012 to 2020. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Brandon Lord is a financial advisor with PNC Wealth Management in Erie, PA, holding a Series 66 designation and six years of industry experience. He has worked at PNC Investments since 2018 and previously was with Haines & Company and Penn State Erie, the Behrend College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees. The firm utilizes algorithm-driven portfolio selection and delegates execution and voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Scott Jimison is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and Amerivest Investment Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often servicing clients with existing TIAA-related employer retirement plan relationships. The firm combines point-in-time planning with ongoing portfolio management through model and customized strategies, while also advising a donor-advised fund sponsored by Charityvest.