Richard Hubert Depalma is a financial advisor with Centaurus Financial, Inc. in Erie, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, he is the CEO of Depalma Investment Group Corporation, a business focused on tax planning, preparation, and the sale of fixed annuities and life insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Joseph Yacone is a financial advisor at PNC Wealth Management with 22 years of industry experience. He has been with PNC Investments since 2004 and holds a Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and third-party managed model strategies executed with mutual funds and ETFs.

Rencheng Cui is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with PNC Bank and PNC Investments, LLC since 2015. Outside of his advisory role, he serves as Treasurer for the McDowell Tennis Booster Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Eric Bennett is a financial advisor with PNC Wealth Management in Erie, PA. He holds the Series 66 designation and has two years of industry experience. His work history includes roles at PNC Investments LLC, PNC Bank, NYLIFE Securities LLC, New York Life Insurance Co, and Target. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Wade Root is a financial advisor with TLG Advisors, Inc. in Erie, PA, holding a Series 66 designation and nine years of industry experience. His career includes roles at The Leaders Group Inc., RBC Capital Markets, LLC, Cambridge Investment Research Inc., and Hubbard-Bert, Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that use fundamental analysis and Modern Portfolio Theory to construct and monitor client portfolios.

Donald Kuerner is a financial advisor with Hornor, Townsend & Kent, LLC in Erie, PA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Hornor, Townsend & Kent since 2011 and previously held roles at Penn Mutual Life Insurance Company, National Planning Corporation, Nathan & Lewis Securities, Inc., and Lutheran Brotherhood Securities Corp. In addition to his advisory work, he is engaged in insurance brokerage activities with multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Erika Puda is a CFP® professional with two years of industry experience, currently serving as a financial advisor at PNC Wealth Management. She has held various roles within PNC since 2018, including positions at PNC Private Bank and PNC Investments. Prior to joining PNC, she worked at Erie Insurance and has experience from Penn State Behrend and Smuggler's Wharf. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm’s approach involves algorithm-driven portfolio selection and third-party management of investments using approved model strategies, primarily through mutual funds and ETFs.

Steven Hall is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven portfolio recommendations and implements strategies via approved mutual funds and ETFs with annual rebalancing.

Minuet Caldwell is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Cetera and First National Bank of Pennsylvania. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio implementation and integrates services with KeyCorp affiliates, offering a range of wrap programs and custodial services.

Samuel Stroud is a CFP® professional with eight years of industry experience, currently serving at SPC. His prior roles include positions at Infinity Financial Services and operating Stroud Financial Services since 2013. Outside of advising, he coaches and manages the Penn State Behrend Hockey Club, overseeing scheduling, budgeting, and administrative responsibilities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, offering both discretionary and nondiscretionary strategies tailored to client needs.

Sean Pelinsky is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with PNC Investments, LLS since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account currently available as an invitation-only employee pilot. Their approach uses algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs through approved model strategies managed by PNC or third-party strategists.

Paul Hakel is a CFP® with 44 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2021. His prior experience includes a long tenure at UBS Financial Services from 1981 to 2018 and roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management. In addition to his advisory work, he is a partner and senior vice president in a wealth management firm based in Erie, PA, and holds an active fixed insurance license. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisory representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party managers, supported by centralized due diligence and technology tools.

Walter Blank is a financial advisor with PNC Wealth Management in Erie, PA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Equitable Advisors and John V. Shultz. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio service that employs mutual funds and ETFs with annual rebalancing.

Timothy Moore is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including eight years at Ameriprise Financial Services and five years with LPL Financial and Independent Advisor Alliance. Outside of his advisory role, he operates a real estate rental business under the name Lake Daze. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and offers portfolio management using various strategies and technologies, alongside access to third-party managers and estate-planning resources.

Erin Lewis is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, she operated a fitness business and worked in various roles including at CVS Pharmacy. 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 risk tolerance and utilizing third-party advisory programs alongside firm-offered solutions.

Adam Nelson is a financial advisor with Edward Jones in Erie, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Nelson serves on the advisory boards for Penn State's Black School of Business and the Penn State Behrend Finance program. 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 through a nationwide network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Timothy Moreland is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked in various roles including positions at AT&T and Northwest Bank. Outside of his advisory duties, he serves as a pastor at Washington Valley Christian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology and a broad network of investment adviser representatives.

Jeffrey Evans is a CFP® with 54 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Northwest Bank, Cetera Investment Services, Northwest Advisors, and ECM Advisors. Evans is involved with Brokers Service Marketing Group, focusing on non-variable insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with broader financial activities and oversight of over $819 billion in discretionary assets.

Christopher Bloomquist is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Joseph Dombkowski is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this, he has served in the United States Air Force Reserve since 2017 and worked at Wegmans from 2015 to 2021. He is currently involved in Command Support Staff duties with the Air Force Reserve. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models implemented through third-party managers and affiliated programs, serving clients across wealth levels without sponsoring its own wrap fee program.