Patrick Geary is a financial advisor with OSAIC based in Erie, PA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. His prior firms include Alliant Retirement Services, Securities America Advisors, VOYA Financial Advisors, and Valic Financial Advisors. Geary is also involved in property and casualty insurance through his ownership of a Farmers Agency and Cornerstone Wealth Advisory & Insurance Services, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs sophisticated portfolio construction tools and supports a variety of investment platforms and third-party services.

Joshua Engels is a CFP® and ChFC® with 12 years of industry experience. He is affiliated with LPL Financial and has previously been employed at Northwest Bank, PNC Investments, and Citizens Securities. Outside of his advisory work, he owns a woodworking business specializing in furniture and home decor. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting investment representatives with a variety of tools and resources.

Tyler Williams is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 license and bringing 11 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2014. Outside of his advisor role, he is the owner of Blue Ocean Wealth, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary managers, and offers ERISA fiduciary services to qualified plans.

Gregory Cancilla is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked at LPL Financial since 2006 and also operates Retirement Services of Erie LLC, which he has managed since 2000. In addition to his advisory work, he is a notary public. 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, supported by extensive technology and a broad network of over 22,800 advisors.

Gina Snider is a Series 66-registered advisor with Thrivent Investment Management in Erie, PA, and has been with the firm since 2026. She previously worked at Vincent R Kremer from 2014 to 2026 and has been involved with Holy Trinity Lutheran Church and St Matthew's Lutheran Church in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering both one-time and ongoing planning engagements. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for its planning offerings.

Toni Paup is a CFP® and ChFC® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at OSAIC Wealth, LPL Financial, Cetera Investment Services, and Northwest Advisors, as well as a long tenure at Northwest Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Brenden Shaffer is a financial advisor with Equitable Advisors in Erie, PA, holding the Series 66 designation and one year of industry experience. His work history includes roles at DoorDash, Cutco/Vector Marketing, J.C. Orr & Son, and involvement with Orr Lumber & Building Supply and Gannon University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a range of third-party and proprietary advisory programs.

Gregg Pfeffer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in wealth management since joining Merrill in 1998. Gregg holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregg provides clients with a Personal Wealth Analysis to help ensure their financial goals are met, utilizing digital tools and integrated services such as banking, mortgages, and trusts offered through Bank of America. He serves a diverse range of individual and corporate clients and focuses on areas including college education planning, corporate benefits, divorce transition planning, family wealth management strategies, services for endowments and non-profits, defined benefit plans, personal retirement planning, portfolio management, and retirement income. He earned a bachelor's degree from Allegheny College. Gregg is a committee member of the Northwest Pennsylvania chapter of Ducks Unlimited and supports various non-profit organizations making an impact in the Erie community. His personal interests include golfing, hunting, and spending time with family.

Albert Taylor is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. He has worked at Equitable Advisors since 2022 and has prior experience in various roles outside the financial industry. Taylor also serves as a wrestling referee. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment programs, including third-party advisory models and firm-offered solutions, and offers ERISA fiduciary services to qualified plans.

Charles Holt is a financial advisor at Edward Jones in Erie, PA, holding a Series 66 designation and having seven years of industry experience. He has worked at Edward Jones since 2018 and previously had roles at The College of Wooster and Northwest Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services supported by a large nationwide network of financial advisors and branch offices.

Jeff Bevacqua is a financial advisor with LPL Financial in Erie, PA, holding a Series 66 credential and 13 years of industry experience. His career includes roles at Northwest Bank, PNC Investments, PNC Wealth Management, and Morgan Stanley. He is involved with Broker Service Marketing Group as a non-variable insurance agent. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with a range of strategic and tactical investment options.

Ashley Chiarelli is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, she worked at Merrill Lynch and held various other positions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Scott Lyons is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 28 years of experience in the financial services industry. He has spent 23 years at Merrill Lynch, following prior employment at Dreyfus Investments. His areas of expertise include education planning, family wealth management strategies, and legacy planning. Scott holds a Bachelor's degree from Tufts University and a Master's degree from Pennsylvania State University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, Scott is involved with Erie Mission and enjoys golfing, reading, and spending time with his family.

Luke Jackson is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Merrill, he worked at Cetera and First National Bank of PA. Outside of his advisory role, he provides baseball hitting and outfield lessons at Bomb Shelter Indoor Cages, working with players aged 6 to 18. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kristy Snippert is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. Her prior roles include positions at Northwest Bank, CCO Investment Services Corp, Natcity Investments, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. She is also involved with Northwest Bank in a non-investment capacity relating to bank partnerships. 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 various asset management programs, supported by advisor-facing technology and a broad platform that integrates financial and banking services.

Daniel Irving is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Vestech Asset Management, Vestech Securities, Fsc Securities Corp, and PNC Wealth Management. 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, supporting a broad range of investment strategies delivered through a network of over 22,800 advisors.

Aaron Collins II is a Series 66 licensed financial advisor at Ameriprise in Erie, PA, with one year of industry experience. Before joining Ameriprise, he worked at Cork 1794 and held various roles in educational institutions and the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Jennifer Howard is a financial advisor with Wells Fargo Clearing in Erie, PA, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and briefly worked at Wells Fargo Advisors LLC. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Terry Hokaj is a financial advisor with Thrivent Investment Management in Erie, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans since 2004 and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Mark Holcomb is a financial advisor with UBS Financial Services in Erie, PA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and affiliated banking services.