Peter Eaglen is a financial advisor at ONE-UP Financial with one year of industry experience. He is also a partner at Schaffner, Knight, Minnaugh & Company P.C., a CPA firm where he oversees the auditing department. ONE-UP Financial provides investment management and retirement-plan services primarily to employer plan sponsors, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm combines modern portfolio theory with active and passive strategies and offers retirement plan consulting and discretionary management, often drawing on its team’s strong CPA and tax expertise.

Daniel Sloppy is a financial advisor at ONE-UP Financial with one year of industry experience. He is also a partner and CPA at Schaffner, Knight, Minnaugh & Company PC, where he oversees the business valuations department. ONE-UP Financial provides investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors, pension and profit-sharing plans, and charitable organizations. The firm combines modern portfolio theory with both active and passive strategies and offers retirement plan consulting and discretionary plan management with a focus on fiduciary responsibilities under ERISA.

Eric has more than 17 years’ experience in the accounting, tax and financial services industries. He specializes in working with small business owners, retirees and sales executives. Eric spent the last 5 years working for PNC Wealth Management where he served as an investment advisor managing assets in excess of $300 million. He holds a bachelor's degree in accounting from Penn State University and is a CPA and Certified Financial Planner. Read Eric's blog here: https://www.oneupfinancial.com/blog Full bio here: https://www.oneupfinancial.com/eric-presogna-bio

Richard Dombrowski is a financial advisor at Rigden Capital Strategies with nine years of industry experience. He holds a Series 66 designation and has previously worked at Risemint, TD Ameritrade, and Scottrade. Rigden Capital Strategies is a team advisory firm managing approximately $169 million for individuals, high-net-worth clients, trusts, and retirement plans. The firm provides discretionary asset management, ERISA plan services, and financial planning, utilizing a turnkey platform with model marketplace access, tax-overlay services, and personalized indexing to align portfolios with client objectives.

Dennis Grow is a financial advisor with ONE-UP Financial, holding CPA credentials and over a decade of experience in tax and accounting. He has been a tax partner at Schaffner, Knight, Minnaugh & Company PC since 2010 and serves as treasurer for a restaurant business. His professional background includes roles in tax oversight and accounting across multiple enterprises. ONE-UP Financial provides investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors and charitable organizations. The firm combines modern portfolio theory with active and passive strategies and offers fiduciary retirement plan consulting with a focus on tax-aware planning.

Janel Bonsell is an advisor at ONE-UP Financial with one year of industry experience. She is also a partner at Schaffner, Knight, Minnaugh & Company, a CPA firm providing assurance, tax compliance, and financial consulting services since 1995. ONE-UP Financial offers investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors and charitable organizations. The firm combines modern portfolio theory with active and passive strategies and provides fiduciary retirement plan consulting and management with a focus on plan-level and tax-aware planning.

Matthew Minnaugh is a principal at ONE-UP Financial with over 30 years of experience in the financial industry. He also serves as a principal at Schaffner, Knight, Minnaugh & Company, P.C., a CPA firm providing assurance, tax compliance, tax consulting, and financial consulting services. ONE-UP Financial provides investment management and retirement-plan services primarily to employer plan sponsors, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm combines modern portfolio theory with active and passive strategies and offers plan-level consulting and fiduciary services under ERISA.

Travis Bert is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding a Series 66 designation and six years of industry experience. He has worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and BNY Mellon. Outside of his advisory roles, he is involved with White Oak Wealth Partners, a hybrid registered investment adviser affiliated with his LPL business activities. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and model portfolios.

James Reim is a CFA® charterholder with 42 years of industry experience. He is currently with Regal Investment Advisors LLC and has previously worked at Regulus, LLC, The Investment Center, Inc., and IC Advisory Services, Inc. Reim serves as treasurer and volunteer on the board of directors for the Methodist Towers Independent Living Senior Center and participates in financial education through the American Financial Education Alliance. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios that include equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Logan Mitchell is a financial advisor at HBKS Wealth Advisors in Erie, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at HBK Sorce Insurance LLC and Aldi, among others. He is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional investors, offering personalized investment management and financial planning. The firm utilizes a range of strategies across multiple platforms and provides services including pension consulting and a dedicated high-net-worth service branded as Level 3.

Jonathan Frawley is a financial advisor at HBKS Wealth Advisors in Erie, PA, holding a Series 65 registration with five years of industry experience. He has worked at HBKS Wealth Advisors since 2019, previously spent a year at Fairway Wealth Management, and was affiliated with Edinboro University for four years. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.

Michael Wassmann is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 credential and 17 years of industry experience. He has been affiliated with HBK Sorce Advisory LLC, Purshe Kaplan Sterling Investments, and HBK Sorce Financial since 2011. In addition to his advisory role, Wassmann operates a legal consulting business providing contract construction and business setup services. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolio strategies managed on a discretionary basis, employs multiple platforms, and maintains affiliated businesses in accounting, brokerage, and insurance.

David Close is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2015. Outside of his advisory work, he has a family farm held through a separate business entity. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who select strategies and resources for clients and may use third-party sub-advisers or model portfolios.

Christine Kujan is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 designation and 17 years of industry experience. She has been associated with Purshe Kaplan Sterling Investments since 2009 and HBK Sorce Advisory LLC since 2006, and currently provides assistance to producing agents at HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages accounts primarily on a discretionary basis using proprietary model portfolios and multiple platform arrangements, with a broad investment strategy that includes fixed income, alternatives, tax-overlay services, and cryptocurrency exposure.

Rodrigo Diaz is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding Series 65 and Series 63 credentials and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, HBK Sorce Insurance LLC, and McKinley Carter Wealth Services. Outside of his advisory work, he is the owner and general partner of EJ Aviation LLC, an aircraft rental and maintenance business. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm offers tailored portfolios managed mostly on a discretionary basis, utilizing various strategies and platforms while providing additional services such as a high-net-worth service branded Level 3 and affiliated business lines including accounting and insurance.

Raymond Piccirillo is a CFP® with 36 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors in Erie, PA. He has been affiliated with Purshe Kaplan Sterling Investments since 2009 and holds leadership roles at several affiliated entities including HBK Sorce Insurance LLC. Outside of his advisory work, he serves on multiple nonprofit and community boards, including the Conservation Foundation of the Gulf Coast finance committee, the Cape Coral Community Foundation investment committee, and the Greater Fort Myers Chamber of Commerce. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a range of strategies and manages accounts primarily on a discretionary basis through proprietary models and multiple platform arrangements.

Jeffrey Gibbens is a financial advisor with Regal Investment Advisors LLC in Erie, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked previously with Regulus Financial Group, LLC, IC Advisory Services, Inc., and The Investment Center Inc. Outside of finance, he is a professional musician playing trumpet, flugelhorn, bass, and drums, a role he has maintained since 1980. He also serves as a chapter president and instructor for the American Financial Education Alliance and as a trustee for the local American Federation of Musicians. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and their clients, including individuals, charitable organizations, and businesses. The firm offers a variety of proprietary and third-party investment strategies and maintains discretionary authority to implement and manage portfolios on behalf of clients.

Robert Maring is a financial advisor at Gladstone Wealth Partners in Erie, PA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Gladstone Wealth Partners and LPL Financial since 2015. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who implement customized investment strategies and offer access to third-party managers and ongoing financial consulting.

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 four years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial LLC and PNC Private Bank. Her background includes roles in hospitality and restaurant management prior to her career in financial services. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent adviser representatives who tailor strategies and offer access to third-party managers and technology solutions for retirement accounts.