Gary Winschel is a CFP® professional with 37 years of experience in the financial services industry. He has been with Gladstone Wealth Partners since 2016 and concurrently associated with LPL Financial during the same period. Winschel serves on the board of the Sisters of St. Joseph of Northwestern PA and is an elected official in the Millcreek Township School District. 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 independent adviser representatives who tailor investment strategies and offer ongoing consulting, utilizing third-party managers and technology solutions for retirement accounts.

Regina Engel is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds a Series 66 designation and previously worked at PNC Wealth Management. 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 advisers, offering discretionary portfolio management, access to third-party managers, and services related to qualified retirement plans.

Tina Piotrowicz is a financial advisor with Packerland Brokerage Services, Inc. in Erie, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Packerland since 2007. Outside of her advisory role, she is involved with the Legacy Tree Foundation, assisting clients with charitable giving programs, and operates Piotrowicz Financial Services LLC, which offers health and wellness benefits under IRA Section 125. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers various investment programs through the Hilltop/Envestnet platform.

Brittany Taylor is a CFP® and Series 66-registered financial advisor with HBKS Wealth Advisors, based in Erie, PA. She has 23 years of industry experience, including 11 years at Purshe Kaplan Sterling Investments and long-term involvement with several HBK Sorce entities. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages accounts primarily on a discretionary basis using proprietary models, sub-advisors, and multiple platforms.

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.

Steven Rinn is a CFP®-designated financial advisor with HBKS Wealth Advisors in Erie, PA, bringing 23 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Rinn serves on the Board of Directors for the Erie Catholic School System. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a range of investment strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.

Scott Cross is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He is affiliated with HBKS Wealth Advisors in Erie, PA, and has previously worked at Purshe Kaplan Sterling and HBK Sorce Brokerage LLC. Cross serves as Chief Operating Officer at HBKS Wealth Advisors and participates on the firm's internal complaint committee. HBKS Wealth Advisors serves individual, retirement plan, institutional, and corporate clients, offering personalized investment management, financial planning, and pension consulting. The firm utilizes a variety of strategies and platforms to develop tailored portfolios and provides back-office and sub-advisory services to third-party advisers.

Quinto Ambrosetti is a CFP® professional affiliated with HBKS Wealth Advisors in Erie, PA, with 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2009 and Purshe Kaplan Sterling from 2009 to 2020. Ambrosetti also holds ownership positions in several holding companies associated with HBK Financial Holdings. HBKS Wealth Advisors serves individuals across wealth levels, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a range of strategies and utilizes proprietary models and multiple platform arrangements to manage portfolios, while also providing specialized services for high-net-worth clients.

Jonathan Beaton is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His previous roles include positions at Cambridge Investment Research, Securities America Advisors, LPL Financial, and Key Investment Services. Outside of advisory work, he is involved in insurance sales related to investment products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting using various investment models and custodian platforms.

Dakota Mezzacapo is a financial advisor with HBKS Wealth Advisors in Erie, PA, holding a Series 65 license and five years of industry experience. Prior to his current role starting in 2019, he worked at Enterprise Holdings and held various roles related to higher education and hospitality. HBKS Wealth Advisors serves a range of clients including individuals, retirement plans, and institutional entities, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad investment approach across multiple platforms and strategies and provides additional services such as educational newsletters and support to third-party advisers.

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.

John Bamberger is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Bankers Life Advisory Services since 2016 and has also worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. His outside activities include work as an insurance agent focusing on fixed insurance and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and provides both wrap and non-wrap programs with a range of investment options.

Richele Miller is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has eight years of industry experience, including roles at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2016. In addition to her advisory duties, she manages a team of agents and is involved in hiring and training within the insurance sales sector. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk profiles.

Nicholas Adams is a financial advisor at J. W. Cole Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Palmer Financial, LLC and J.W. Cole Financial, Inc. Outside of advising, he is the owner of Glass Play, a design business, and managing member of Fueled by Hops LLC. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions with both discretionary and non-discretionary investment approaches.

Mitchell Ruff is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, he serves as an executor of an estate. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, operating within the KeyCorp group and affiliated with KeyBank and KeyBanc Capital Markets.

Austin Burns is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has worked at TD Ameritrade since 2014 and also maintains a private voice coaching practice, leveraging his degree in vocal performance to provide singing lessons. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management solutions through platforms connected to Empower’s recordkeeping and administrative services.

Mark Catrabone is a financial advisor with Commonwealth Financial Network based in Erie, PA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Since 2011, he has been a co-owner of Catrabone, Catrabone & Associates, a private entity facilitating securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios, personalized indexing options, and various program structures, positioning itself as a platform provider while advisors maintain discretion over client portfolios.

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.