Matthew Sandstrom is a financial advisor with Equitable Advisors in Erie, PA. He holds a Series 66 designation and has one year of experience in the industry. Prior to his current role, he worked in various positions including at U Pick 6 Tap House and Industrial Sales and Mfg. Inc. He also has experience with Gannon University and the University of Pittsburgh. Equitable Advisors serves a diverse 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 through a network of Investment Adviser Representatives and third-party managers.

Kevin Callahan is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously was with Equitable Advisors and AXA Advisors for six years. He is also an independent insurance agent with Summit View Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing a variety of direct and model-based portfolio management strategies.

Brian Praetzel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Preston Carney is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and five years of industry experience. His background includes positions at Equitable Advisors and Duquesne University, as well as roles outside finance at Erie Sport Store and Lawrence Park Golf Club. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Ronald Vinyard is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously served 14 years in the United States Army. Vinyard is also an officer in the US Army Reserve, where he serves as Chief of Internal Review for the 316th Expeditionary Sustainment Command. 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 a range of financial planning and investment management solutions through a broad network of investment adviser representatives.

Steven Kenski is a financial advisor with LPL Financial in Erie, PA, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at METLIFE SECURITIES Inc and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he owns Kenski Financial Solutions, which provides traditional insurance and fixed indexed annuities. 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 and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Alexander Morgan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2021, he worked at Wegmans Food Markets and The University of Akron. Ameriprise Financial Services is a diversified advisory firm catering to individual and institutional clients, notable for its Premier Retirement Income service which provides tailored retirement planning through a combination of proprietary research and third-party data.

Christi Cristians is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Cambridge since 2022, following nearly two decades at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory role, Cristians is involved in nonprofit organizations, serving as president and treasurer of GOD'S HANDS AND FEET INC. and as treasurer for the Eric Danowski Transplant Hope Foundation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of investment strategies and custody arrangements tailored to client objectives.

Franklin Rogers is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His credentials include Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Carter Hassenplug is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. He has worked at Allegheny College since 2021, including a role in the Mathematics Department from 2024 to 2025, and has served as a volunteer golf coach for the college’s golf teams. Outside of finance, he has worked as an assistant greenskeeper at Green Meadows Golf Course since 2019. Equitable Advisors serves individual, corporate, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers ERISA fiduciary services, focusing on aligning client needs with suitable investment programs and solutions.

Mark Murphy is a financial advisor with UBS Financial Services in Erie, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

David Orlando is a financial advisor with Wells Fargo Clearing in Erie, PA, holding Series 63 and Series 65 designations and four years of industry experience. He has been with Wells Fargo Clearing since 2018, with prior experience at Howard Industries from 2016 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Daniel Mulligan 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 and Bankers Life. Outside of advisory work, he serves as a wrestling referee for the Pennsylvania Interscholastic Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party programs, including discretionary and non-discretionary advisory models, and offers ERISA fiduciary services through credentialed representatives.

J Pepper is a financial advisor at RBC Capital Markets with Series 63 and Series 65 designations and 47 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, Pepper serves as a commissioner and board member for several nonprofit and historical organizations in Pennsylvania, including the Pennsylvania Historical and Museum Commission and the Flagship Niagara League. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies with a range of advisory programs and integrates both in-house and third-party managers to implement client portfolios.

Abby Paslowski is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2014. Her background includes work with Ameriprise Financial Services, Inc. She is involved in educational seminars on Medicare and charitable activities through the Kingdom Financial Foundation, as well as assisting with tax data preparation and independent insurance brokering. Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Nicholas Srnka is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and three years of industry experience. He has previously worked at Equitable Advisors, BNY Mellon, and held various roles outside of finance, including positions at Greene Township and Presque Isle Downs and Casino. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kelli Millin is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Equitable Advisors since 2016 and previously spent time with Axa Advisors, LLC and Cetera. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and offers a variety of third-party and proprietary advisory programs.

Melissa Duhan is a financial advisor with Ameriprise in Erie, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at The Huntington Investment Company and Huntington Bank. 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. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Greg Dufala is a financial advisor with LPL Financial, holding a Series 66 license and 19 years of industry experience. He has worked at LPL Financial since 2012 and previously held roles at PNC Wealth Management and Natcity Investments, Inc. Outside of his advisory work, he owns a home-based business called DBALAFUD Enterprises, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erin Phelps is a financial advisor at Equitable Advisors in Erie, PA, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors in 2022, she worked at Family Services of NW PA for 13 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized risk assessment and matching clients to appropriate investment models.