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 with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and offering over 31 years of industry experience. He has worked with Gladstone Wealth Partners since 2015 and has over 30 years of experience with Nedreski Wealth Management. Gladstone Wealth Partners provides 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 independent adviser representatives who select strategies and monitor accounts, and also utilizes third-party managers and retirement-account technology.

Steven Weryha is a CFP® professional with 12 years of industry experience, currently with HBKS Wealth Advisors in Erie, PA, where he has worked since 2012. His prior experience includes seven years at Purshe Kaplan Sterling Investments and work with HBK Sorce Insurance LLC, where he serves as an insurance agent. Outside of his advisory role, he acts as an independent contractor providing credit boosting services. HBKS Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management, financial planning, and pension consulting, employing a broad range of strategies and proprietary model portfolios in a discretionary management framework.

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 at Gladstone Wealth Partners with nine years of industry experience. He holds the Series 63 and Series 65 registrations and previously worked at PNC Bank N.A. for 36 years. Fischer is based in Erie, PA. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm employs a network of independent advisers who utilize a range of strategies and third-party resources to manage accounts and deliver ongoing financial planning and consulting services.

Matthew Simon is a financial advisor with Gladstone Wealth Partners in Erie, PA. He holds the CFP® designation and has seven years of industry experience, including roles at LPL Financial, Bayfront Wealth Management, and Cetera. Outside of advisory work, he has a background in fitness entrepreneurship, having been involved with 212 Degrees of Fitness/CrossFit FBO. Gladstone Wealth Partners offers 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 tailor strategies and employ third-party resources for ongoing portfolio monitoring and plan management.

Irene Buettner is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at HBK Sorce Financial since 2006, Purshe Kaplan Sterling since 2009, and HBK Sorce Insurance LLC since 2010. Outside of her advisory roles, she serves as a board member and Director of Christian Education at Grandview Alliance Church. HBKS Wealth Advisors serves a range of clients including individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios on a discretionary basis using various platforms and a broad set of strategies, and it also provides back-office and sub-advisory services to affiliated and third-party advisors.

Gabriel Gallagher is a CFP® and holds a Series 65 license, currently serving as a financial advisor at HBKS Wealth Advisors with four years of industry experience. Prior to joining HBKS, he worked at HBK Sorce Insurance LLC and has also held positions at Gannon University and Mercyhurst Prep. Outside of his advisory role, Gallagher is involved as a fitness coach with Sinai Sports LLC and serves on the board of the Erie Playhouse, where he assists with Treasurer duties. HBKS Wealth Advisors serves a diverse client base including individual, retirement plan, institutional, and corporate clients, offering personalized investment management and financial planning. The firm employs a variety of strategies and platforms to tailor portfolios, and operates affiliated businesses in accounting, brokerage, and insurance, as well as managing private funds through a related entity.

Sarah Garnica Saldana is a CFP® and Series 65 registered financial advisor with HBKS Wealth Advisors in Erie, PA, with three years of industry experience. Prior to joining HBKS, she held roles at HBK Sorce Insurance LLC, Barnes and Noble College, and CUNA Mutual Group. She is also involved in insurance sales through HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm uses proprietary model portfolios and multiple platform arrangements to manage accounts on a discretionary basis and provides a broad range of investment strategies without specializing in a single area.

Jason Alward is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Purshe Kaplan Sterling for 12 years and has been associated with HBK Sorce Advisory LLC since 2002. Alward also provides trading and asset allocation services through a consulting agreement with an affiliated sub-adviser. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios on a discretionary basis using a variety of platforms and strategies, including fixed income, alternatives, and cryptocurrency exposure, and provides back-office and sub-advisory services to third-party advisers.

Zachary Allegretti is a CFP® professional with 13 years of experience, currently serving as a financial advisor at HBKS Wealth Advisors in Erie, PA. He has been with HBKS Wealth Advisors, Purshe Kaplan Sterling Investments, and HBK Sorce Insurance since 2013. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a variety of strategies and platforms, and maintains a cluster of affiliated businesses that provide additional financial services.

Derek Aicher is a financial advisor with CWA Asset Management Group in Erie, PA. He holds the Series 65 designation and has one year of industry experience. Prior to joining CWA, he worked at F.N.B. Corporation, Smith & Nephew, Osiris Therapeutics, Redhill Biopharma Ltd., and Takeda. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary model portfolios developed by an in-house research team, emphasizing global diversification, tax-aware strategies, and advanced technologies such as AI in its investment process.

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.

Darrell Stoner is a financial advisor at Geneos Wealth Management, Inc. with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Geneos Wealth Management in 2023, he worked for Crown Capital Securities, L.P. for 21 years and has operated Stoner Financial Management since 1999. He is also an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytical approaches and investment strategies.

Christopher Zehner is a CFP® with 25 years of industry experience, currently serving at HBKS Wealth Advisors in Erie, PA. He has worked at Purshe Kaplan Sterling Investments since 2009 and is involved with HBK Sorce Insurance LLC and HBK Sorce Advisory LLC since 2001. Outside of his advisory roles, Zehner is a member of the Planned Giving Committee for the United Way of Erie County and serves as treasurer for the Timberwood Estates Homeowners Association. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm manages tailored portfolios employing a variety of strategies and platforms and offers additional services through affiliated businesses and sub-advisory arrangements.

Renee Brunner is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 66 designation and five years of industry experience. She previously worked at Widget Financial and has held compliance supervisory roles at HBK Sorce Insurance LLC and Purshe Kaplan Sterling Investments. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management and financial planning. The firm uses a range of strategies and proprietary model portfolios, providing services that include a dedicated high-net-worth offering, educational newsletters, and back-office support for third-party advisers.

Robert Stoner is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has worked at Geneos since 2023 and concurrently operates Stoner Financial Management, which focuses on fixed insurance sales through various carriers. His prior experience includes nearly a decade at Crown Capital Securities, LP. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of investment strategies including discretionary advisory supervision and tactical asset allocation.

Christopher Allegretti is a CFP® with 10 years of industry experience, currently serving as an Investment Advisor Representative at HBKS Wealth Advisors in Erie, PA. He has worked with HBKS Wealth Advisors since 2016 and is also associated with HBK Sorce Insurance LLC and Purshe Kaplan Sterling Investments. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platforms.

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.

Paul Taylor is a CFP® professional with eight years of industry experience, currently affiliated with HBKS Wealth Advisors. He has prior experience at PNC, where he worked for 17 years. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios on a discretionary basis using a variety of strategies and platforms and offers specialized services for high-net-worth clients through its Level 3 service.