Lorraine Frownfelter is a financial advisor with Bankers Life Advisory Services, Inc. in Erie, PA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has worked with Bankers Life and its affiliated entities since 2013. Outside of advising, she serves as a unit field trainer and insurance agent, recruiting and training insurance agents for Bankers Life and Casualty and Bankers Conseco Life Insurance Company. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving 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 to tailor asset allocations and manage portfolios according to clients’ goals and risk tolerances.

Mark Inscho is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2025. Prior to his advisory role, he was involved with the Erie Downtown Development Corporation and held memberships at the Erie Club and Lake View Country Club. Outside of his advisory work, he is a licensed insurance agent with Bankers Life and Casualty, focusing on insurance products for the senior market. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental and technical analysis in its investment process.

Brandon Lord is a financial advisor with PNC Wealth Management in Erie, PA, holding a Series 66 designation and six years of industry experience. He has worked at PNC Investments since 2018 and previously was with Haines & Company and Penn State Erie, the Behrend College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees. The firm utilizes algorithm-driven portfolio selection and delegates execution and voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Lawrence Amenta is a financial advisor with Commonwealth Financial Network based in Erie, PA. He holds Series 63 and Series 66 designations and has 34 years of industry experience. Prior to joining Commonwealth in 2020, he worked for CUNA Brokerage Services and Cuna Mutual Group for 25 years. He is also involved in fixed insurance sales through his agency, Catrabone, Catrabone & Associates. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment program structures and delivers operations, trading, technology, compliance, and practice-management support to its affiliated advisors.

Joseph Schaaf is a financial advisor with Bankers Life Advisory Services, Inc. in Erie, PA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been affiliated with Bankers Life and its related entities since 1997 and currently serves as a Branch Sales Manager responsible for hiring and training agents in health, life, and annuity sales. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service with integrated brokerage and insurance offerings.

Scott Jimison is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and Amerivest Investment Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often servicing clients with existing TIAA-related employer retirement plan relationships. The firm combines point-in-time planning with ongoing portfolio management through model and customized strategies, while also advising a donor-advised fund sponsored by Charityvest.

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 at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PNC Bank and PNC Investments, LLC since 2015. Outside of his advisory role, he serves as Treasurer of the McDowell Tennis Booster Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Karl Wollman Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at PNC Investments and PNC Bank for a combined nine years before joining his current firm in 2025. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and employs a Product Due Diligence Committee to review third-party advisory products.

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, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Hornor, Townsend & Kent since 2011 and also serves as an insurance agent for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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.

Michael Langer is a financial advisor with Commonwealth Financial Network in Erie, PA, holding a Series 63 designation and having 42 years of industry experience. His work history includes roles at Catrabone, Catrabone & Associates, Cetera, VOYA Financial Advisors, and Pfeffer Ins Agency. He is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Jared Lane is a financial advisor with Commonwealth Financial Network in Erie, PA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Catrabone, Catrabone & Associates LLC and Equitable Advisors LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Melissa Duhan is a financial advisor at The Huntington Investment Company with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Huntington and affiliated firms since 2012. Outside of her advisory role, she serves as the recording secretary for the Allegany State Park Historical Society, a nonprofit focused on educating the public about the park's history. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party and proprietary models, including offerings from its Private Bank, within an open-architecture framework.

Robert Fabrizio is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Mid Atlantic Financial Management. Fabrizio is also a managing director at Hakel Fabrizio Financial Group, where he oversees business and investment management. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a variety of analytic approaches and regular portfolio reviews.

Roberta Schaaf is a Series 66 credentialed advisor with Bankers Life Advisory Services, Inc., where she has worked since 2024. She has over two decades of experience with Bankers Life & Casualty, Inc., primarily as an insurance agent. Outside of her advisory role, she is currently serving as the executor for her late father's estate. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

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.