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 Vazquez Caldwell is a financial advisor with Key Investment Services LLC in Erie, PA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Key Investment Services, Caldwell worked at Cetera and the First National Bank of Pennsylvania. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection supported by ongoing monitoring and third-party due diligence. The firm operates within the KeyCorp group and collaborates with affiliated entities such as KeyBank and KeyBanc Capital Markets.

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® with 44 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2021. Prior to this, he worked at UBS Financial Services for 37 years and holds additional roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. He is also a partner and senior vice president at Hakel Fabrizio Financial Group, where he focuses on wealth 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 various analytic approaches and regular portfolio reviews.

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 designation with one year of industry experience. Prior to joining Citizens Securities, she held various roles including positions at The Pennsylvania State University and Hooch and Blottos. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs, brokerage, and insurance services. The firm’s investment approach includes a digital advisory program featuring ETF-based portfolios managed through proprietary algorithms, alongside traditional managed account offerings.

Michael Palmer is a Series 66-licensed financial advisor with J. W. Cole Advisors, Inc., based in Erie, PA, where he has worked since 2016. He has 21 years of industry experience, including prior roles at Invest Financial Corporation and self-employment. Outside of his advisory work, Palmer serves as a trustee for educational trusts and officiates high school water polo games in Pennsylvania. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

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 in Erie, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, Erin operated Lewis Fitness & Performance and worked under the name Erin Grannemann. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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 with LPL Financial, holding Series 63, 65, and 66 credentials and 11 years of industry experience. His prior work includes roles at AT&T and Prime Communications. Outside of his advisory work, he is involved with Washington Valley Christian Church in Cambridge Springs, PA, serving in a leadership capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs for institutional and retail clients.

Jeffrey Evans is a CFP® with 54 years of industry experience, currently with LPL Financial since 2017. He previously worked at Northwest Bank and Cetera Investment Services LLC. Outside of his advisory role, he is involved with Brokers Service Marketing Group and Integrated Financial Services, Inc., focusing on non-variable insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

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 at Equitable Advisors in Erie, PA, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and serves concurrently in the United States Air Force Reserve, where he is part of the Command Support Staff. Prior to his advisory role, he worked at Wegmans for six years. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels, and leverages third-party asset managers and LPL programs to tailor solutions to client goals and risk tolerance.

Patrick Geary is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with firms including Alliant Retirement Services, Securities America Advisors, and Voya Financial Advisors. Geary also owns and operates a Farmers Property & Casualty agency and runs Cornerstone Wealth Advisory & Insurance Services, LLC. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing, offering portfolios that include various asset classes managed on discretionary or non-discretionary bases.