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.

Matthew Catrabone is a financial advisor with Commonwealth Financial Network in Erie, PA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Commonwealth since 2005 and is also co-owner of Catrabone, Catrabone and Associates, a securities and insurance business he has operated since 2011. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Minuet Caldwell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Cetera, First National Bank of PA, KeyBank, and Schwans. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, alongside ongoing monitoring and supervisory oversight.

Samuel Stroud is a CFP® professional with eight years of industry experience, currently serving at SPC. His prior roles include positions at Infinity Financial Services and operating Stroud Financial Services since 2013. Outside of advising, he coaches and manages the Penn State Behrend Hockey Club, overseeing scheduling, budgeting, and administrative responsibilities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, offering both discretionary and nondiscretionary strategies tailored to client needs.

Sean Pelinsky is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with PNC Investments, LLS since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account currently available as an invitation-only employee pilot. Their approach uses algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs through approved model strategies managed by PNC or third-party strategists.

Mike Monschein is a Series 66-licensed financial advisor with PNC Wealth Management in Erie, PA, where he has worked since 2012. He has 14 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven model strategies executed with mutual funds and ETFs. The firm’s approach involves delegated portfolio management and rebalancing, targeting employees with online banking credentials.

Henry Fessler is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Oracle NetSuites. He is involved in fixed insurance sales, dedicating a portion of his time to this activity at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Paul Hakel is a CFP® professional with 44 years of industry experience. He is currently with NewEdge Advisors and has held roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and UBS Financial Services. Hakel is also a partner and senior vice president at Hakel Fabrizio Financial Group, where he focuses on wealth management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house management, third-party models, and advisor discretion.

Walter Blank is a financial advisor with PNC Wealth Management in Erie, PA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Equitable Advisors and John V. Shultz. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio service that employs mutual funds and ETFs with annual rebalancing.

Lauren Weindorf is a financial advisor at Citizens Securities, Inc. in Erie, PA, holding a Series 66 credential with two years of industry experience. Prior to joining Citizens Securities, she worked in several roles including positions at The Pennsylvania State University and Hooch and Blottos. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, providing investment advisory programs as well as brokerage and insurance services. The firm offers both a digital advisory program based on ETF portfolios and a Managed Account program.

Michael Palmer is a financial advisor at J.W. Cole Advisors, Inc. in Erie, PA, holding a Series 66 license with 22 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016 and has been self-employed since 2003. Palmer serves as trustee for educational and family trusts and acts as an agent in the marketing and sales of fixed annuities and fixed life insurance. Outside of his advisory work, he is a water polo official, refereeing high school games in Pennsylvania. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and annuity sub-account management for individuals, high-net-worth clients, and institutional accounts. The firm uses a range of strategies and platforms, including discretionary and non-discretionary management, model-based approaches, and digital advice solutions.

Chad Baccus is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with GWN Securities since 2012. In addition to his advisory role, he is involved in selling life insurance, long-term care, and annuities through various insurance carriers for W&R Insurance Agencies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through managed-account programs and a variety of portfolio strategies on the Fidelity-supported FMAX platform.

Timothy Moore is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including eight years at Ameriprise Financial Services and five years with LPL Financial and Independent Advisor Alliance. Outside of his advisory role, he operates a real estate rental business under the name Lake Daze. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and offers portfolio management using various strategies and technologies, alongside access to third-party managers and estate-planning resources.

Craig Schwegman is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Erin Lewis is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, she operated a fitness business and worked in various roles including at CVS Pharmacy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing third-party advisory programs alongside firm-offered solutions.

Adam Nelson is a financial advisor with Edward Jones in Erie, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Nelson serves on the advisory boards for Penn State's Black School of Business and the Penn State Behrend Finance program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Timothy Moreland is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked in various roles including positions at AT&T and Northwest Bank. Outside of his advisory duties, he serves as a pastor at Washington Valley Christian Church. 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 institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology and a broad network of investment adviser representatives.

Jeffrey Evans is a CFP® with 54 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Northwest Bank, Cetera Investment Services, Northwest Advisors, and ECM Advisors. Evans is involved with Brokers Service Marketing Group, focusing on non-variable insurance and fixed annuities. 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, combining advisory services with broader financial activities and oversight of over $819 billion in discretionary assets.

Christopher Bloomquist is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Joseph Dombkowski is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this, he has served in the United States Air Force Reserve since 2017 and worked at Wegmans from 2015 to 2021. He is currently involved in Command Support Staff duties with the Air Force Reserve. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models implemented through third-party managers and affiliated programs, serving clients across wealth levels without sponsoring its own wrap fee program.