Michael Wolfe is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2014, following prior roles at AxA Advisors and VOYA Financial Advisors, Inc. Outside of his advisory work, Wolfe is a drummer in a local band in Erie, PA. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, using both firm-offered and third-party advisory solutions.

Matthew Abata is a financial professional with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with various entities within the Cetera network since 2023 and is also a benefits specialist at Bayfront Benefit Solutions, where he has been involved in insurance brokerage since 2019. Additionally, he is associated with Bayfront Wealth Management as a financial professional. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Seth Faulkner is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at EQH and Erie Fitness Academy. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Aaron Wakley is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Equitable Advisors since 2015, including during the firm's prior affiliation as Axa Advisors, LLC. 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 delivers advice through Investment Adviser Representatives, utilizing a range of third-party advisory programs and firm-offered models without sponsoring its own wrap fee program.

Anthony Chiarelli is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, LLC. He also spent three years at Gannon University early in his career. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes risk assessment and tailored advisory models, utilizing both proprietary and third-party investment solutions.

Jacob Lombardozzi is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Country Fair Inc. and spent time at Edinboro University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Margaret Chido is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and taught at Gannon University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm employs a variety of advisory models and programs, combining proprietary and third-party solutions.

Daniel Mulligan V is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, Bankers Life & Casualty, and managing his own firms, Dan Mulligan & Associates and Mulligan Business Team, where he serves as president. He is also involved in Medicare insurance consulting and sales. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes personalized client information gathering and risk assessment, utilizing a variety of third-party advisory models and proprietary solutions.

Joseph Taylor is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Quest Global and Akkodis, as well as military service in the US Army. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Matthew Bengel is a financial advisor with Equitable Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors from 2018 to 2020. Outside of his advisory role, he serves as an administrator or executor of estates and as a trustee of trusts for family and non-family members. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisory models, including third-party Managed Account Programs, without sponsoring its own wrap fee program.

Caleb Bennett is a Series 66-licensed financial advisor with seven years of industry experience, currently serving clients at Equitable Advisors in Erie, PA since 2019. His prior work includes roles at Axa Advisors, Gasbarre Products, and The Pennsylvania State University Dubois Campus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charities. The firm delivers solutions through a network of Investment Adviser Representatives, utilizing a mix of firm-offered programs and third-party asset managers.

William Vitron Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His prior roles include positions at Securities America, Inc. and Erie Bank, a division of CNB Bank. He serves as power of attorney for his spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both firm-sponsored and third-party advisory programs.

David Tofel II is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2006. He holds Series 63 and Series 66 licenses and is based in Fairview, PA. Outside of his advisory role, he coaches 8th grade boys basketball for the Fairview School District. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven and algorithm-supported recommendations tailored to clients’ retirement goals.

Michael Keim is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2022. Outside of his advisory role, Keim serves as head golf coach at Cathedral Preparatory School and participates as a committee member helping manage finances for the Mercy Center for Women. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers comprehensive advisory programs with customized portfolio management, financial planning, and integrated investment options tailored to clients' risk profiles.

Stacey Margraves is a financial advisor at UBS Financial Services with a Series 66 credential and six years of industry experience. She has a background that includes roles at Limelife by Alcone and TruAura Beauty prior to joining UBS. Based in Erie, PA, her career spans both financial services and beauty industry companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans.

David Friello is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for eight years, and has previous experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of advisors with advanced operational and research tools.

Joellen Nelson is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Outside of her advisory role, she serves as Chairman of the Board of Governors for the Erie Philharmonic and owns a grape farm in North East, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Jason Kuilman is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Equitable Advisors since 2005, including during its affiliation with Axa Advisors. Outside of his advisory role, he is a partner in a limited liability company owning commercial property in Erie, Pennsylvania. Equitable Advisors serves a broad range of clients from individual to institutional, providing financial planning, retirement plan consulting, and asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions and fiduciary services.

Elijah Nelson is a Series 66-credentialed advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Penn State University, Erie Insurance, and Maloney, Reed, and Scarpitti, and worked as a self-employed professional and with Networking Technologies. He serves as an adjunct professor at Mercyhurst University, teaching investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Michael Sergi Jr. is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1996 to 2020. He is a member of the Board of Directors at Battles Village, a nonprofit organization in Girard, Pennsylvania. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, focusing on clients who maintain accounts managed by Ameriprise.