Nancy Sparks is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Nicholas Osborne is a financial advisor with Cetera holding a Series 66 designation and no prior industry experience. His work history includes roles outside finance, such as positions at The Pub and Villa at the Lake. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management options and operates a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Justin De Bias is a financial advisor with Ameriprise Financial Services in Erie, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to Ameriprise, he worked at OSAIC, Securities America, Inc., ERIEBANK, and PNC Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Liliane Ribeiro is a financial advisor with Ameriprise in Fairview, PA, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Erie Bank and Securities America Advisors, Inc. for eight years. Outside of Ameriprise, she is involved in managing an advisory business as a paraplanner and client service specialist with Loose Tetuan Dunn Bergdahl & Associates. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering tailored, non-discretionary recommendations supported by algorithmic analysis and a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Tetuan is a financial advisor with Ameriprise in Erie, PA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its predecessor firm since 1976. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Ana Swedberg is a financial advisor at RBC Capital Markets with 22 years of industry experience. She has been with RBC Capital Markets since 2011 and holds Series 63 and Series 66 credentials. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with portfolio strategies tailored to each client’s risk profile.

Gregory Deemer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera and its affiliates since 2013 and currently owns Bayfront Benefit Solutions, Inc. Deemer serves as a board member for the Boys & Girls Club of Erie and is president of the Fort LeBoeuf Wall of Fame, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individual, institutional, corporate, and charitable clients through a multi-manager platform offering portfolio management, financial planning, and retirement services. The firm manages over $256 billion in assets and supports advisors with a range of discretionary and non-discretionary program options across multiple custodians.

Skyler Edwards is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial, Northwest Bank, and Equitable Advisors, along with prior experience at Edward Jones. 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 and offers a range of advisory programs, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors and branch offices.

Rebecca Hausmann is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she is involved with The Kahkwa Club and conducts Medicare reviews and sales through non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Kimberly Dudenhoefer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach 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.

Beth Foyle is a Series 66-licensed financial advisor with nine years of industry experience. She has been with Ameriprise since 2015 and currently works full time for Voussoir Financial Partners, a financial advisory practice affiliated with Ameriprise in Erie, PA. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Mark Stockard is a financial advisor with LPL Financial in Erie, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Northwest Bank, PNC Investments, and Cetera Investment Advisors. 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, model portfolio programs, third-party asset management, and institutional platforms.

Chelsea Nelson is a financial advisor with Edward Jones in Erie, PA, holding a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2022 and is also an adjunct instructor of music at Mercyhurst University, where she teaches private French Horn lessons. Additionally, she performs as a freelance classical musician in the Erie County area and provides in-home and community support for a special needs client through Palco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Lisa Morgan is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise and its affiliates since 2009. In addition to advising, she serves as a paraplanner and client service specialist supporting Ameriprise advisors in her office. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

John Baker is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has worked at Ameriprise Financial Services since 2013, including its LLC division since 2020, and previously held roles at Cetera Wealth Services and Blue Vase Securities. Outside of his advisory work, he serves as Treasurer on the board of Gideons International and as an elder at East Lake Road Alliance Church, and he owns Kingdom Tax Services, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides customized written recommendations and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Micah Bowers is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Reeds Jewelers for nine years. Outside of his advisory role, Bowers is involved in tax preparation through Kingdom Tax Services and participates in educational seminars and charitable activities with the Kingdom Financial Foundation. He also preaches periodically and assists with ministry organization at Grace Fellowship International Church. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Charles Caryl is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Jefferson Education Society, an adult education and think tank organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

John Pulice is a financial advisor at Ameriprise with three years of industry experience and holds the Series 66 credential. He also serves on the Board of Directors for the Estate Planning Council of Erie and is a board member of Junior Achievement of Western PA. Additionally, Pulice coaches youth basketball for the Iroquois School District. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients, offering a specialized retirement income service with written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaborative planning supported by internal investment research and algorithmic tools, with distinctive enrollment criteria requiring a minimum level of investable assets.

Bruce Jakiel is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Cambridge Investment Research and Edward Jones. He is also the owner of a real estate property in Erie, PA. Cetera Investment Advisers LLC supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, and institutional clients through diversified portfolio management, financial planning, and access to third-party money managers.

Thomas Keenan is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Outside of finance, he is a PGA golf professional at Whispering Woods Golf Club. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models, including third-party and proprietary programs, and provides ERISA fiduciary services to qualified plans.