Joshua Engels is a CFP® and ChFC® with 12 years of industry experience. He is affiliated with LPL Financial and has previously been employed at Northwest Bank, PNC Investments, and Citizens Securities. Outside of his advisory work, he owns a woodworking business specializing in furniture and home decor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting investment representatives with a variety of tools and resources.

Tyler Williams is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time at its predecessor, AXA Advisors. Williams is also the owner of Blue Ocean Wealth, LLC, a non-investment business based in Erie. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes personalized advisory approaches utilizing third-party program sponsors and discretionary managers, offering a range of investment options and ERISA fiduciary services.

Toni Paup is a CFP® and ChFC® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at OSAIC Wealth, LPL Financial, Cetera Investment Services, and Northwest Advisors, as well as a long tenure at Northwest Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Brenden Shaffer is a financial advisor with Equitable Advisors in Erie, PA, holding the Series 66 designation and one year of industry experience. His work history includes roles at DoorDash, Cutco/Vector Marketing, J.C. Orr & Son, and involvement with Orr Lumber & Building Supply and Gannon University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a range of third-party and proprietary advisory programs.

Albert Taylor is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. He has worked at Equitable Advisors since 2022 and has prior experience in various roles outside the financial industry. Taylor also serves as a wrestling referee. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment programs, including third-party advisory models and firm-offered solutions, and offers ERISA fiduciary services to qualified plans.

Charles Holt is a financial advisor at Edward Jones in Erie, PA, holding a Series 66 designation and having seven years of industry experience. He has worked at Edward Jones since 2018 and previously had roles at The College of Wooster and Northwest Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services supported by a large nationwide network of financial advisors and branch offices.

Jeff Bevacqua is a financial advisor with LPL Financial in Erie, PA, holding a Series 66 credential and 13 years of industry experience. His career includes roles at Northwest Bank, PNC Investments, PNC Wealth Management, and Morgan Stanley. He is involved with Broker Service Marketing Group as a non-variable insurance agent. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with a range of strategic and tactical investment options.

Ashley Chiarelli is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, she worked at Merrill Lynch and held various other positions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Irving is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Vestech Asset Management, Vestech Securities, Fsc Securities Corp, and PNC Wealth Management. 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, supporting a broad range of investment strategies delivered through a network of over 22,800 advisors.

Aaron Collins II is a Series 66 licensed financial advisor at Ameriprise in Erie, PA, with one year of industry experience. Before joining Ameriprise, he worked at Cork 1794 and held various roles in educational institutions and the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Jennifer Howard is a financial advisor with Wells Fargo Clearing in Erie, PA, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and briefly worked at Wells Fargo Advisors LLC. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Holcomb is a financial advisor with UBS Financial Services in Erie, PA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and affiliated banking services.

William Denniston is a financial advisor with Wells Fargo Clearing in Erie, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Mark Lucas is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his advisory work, he owns a racehorse at Presque Isle Downs. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with strategies tailored to each client’s risk profile.

Mark Weibel is a financial advisor with Ameriprise in Erie, PA, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior firms include Securities America Advisors, Cco Investment Services Corp., and OSAIC. In addition to his advisory work, he manages an advisory business affiliated with CNB involving various bank activities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Benjamin Reiter is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Ameriprise in Erie, PA. He has been with Ameriprise and its affiliate since 2013. Reiter is also the owner of Kingdom Advisory Services and serves on the Board of Directors for Bethel Christian School. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Megan Lyons is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked for Erie Insurance from 2015 to 2020. Outside of her advisory role, she has been a Jazzercise instructor since 2005. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm offers various advisory programs through a network of Investment Adviser Representatives and third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

George Dusckas Jr. is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 licenses, and has 43 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Dusckas serves on several nonprofit boards, including Asbury Woods Partnership, United Way of Erie County, Erie Club, and Crime Victims of Erie County, focusing on environmental education, social services, and victim advocacy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party managers, and provides integrated wealth management, financial planning, and brokerage services.

Nathaniel Murphy is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and four years of industry experience. He has been with UBS since 2018, including his current role at UBS Financial Services since 2019. Prior to his financial services career, he worked at Kent State University and PepsiCo. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies to clients’ goals and risk tolerances.

Julian Mascio is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has professional experience that includes roles at Hexstar Medical Group and the Peters Township School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives using various third-party asset managers and advisory programs.