Joshua Engels is a financial advisor with LPL Financial in Erie, PA, holding CFP® and ChFC® designations and 12 years of industry experience. His prior work includes positions at Northwest Bank, PNC Investments, and Citizens Securities. Outside of finance, he owns a woodworking business specializing in furniture and home decor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning in portfolio management.

Tyler Williams is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AxA Advisors. Outside of his advisory role, he is the owner of Blue Ocean Wealth, LLC. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Gregory Cancilla is a financial advisor with LPL Financial in Erie, PA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with LPL Financial since 2006 and is also the operations manager at Retirement Services of Erie LLC, a role he has held since 2000. Additionally, he serves as a notary public. 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, financial planning, retirement plan consulting, and brokerage services supported by proprietary and third-party research and portfolio management.

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 at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at DoorDash, Cutco/Vector Marketing, and J.C Orr & Son. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing numerous program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

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 with Equitable Advisors in Erie, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including positions at Texas Roadhouse and Home City Ice. Outside of financial advising, Taylor works as a wrestling referee. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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 located in Erie, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Northwest Bank and LPL Financial since 2017 and had a prior position at PNC Investments, LLC. Outside of his advisory role, he is involved with Broker Service Marketing Group as a non-variable insurance agent. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ashley Burhenn 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, Ashley’s background includes roles at Merrill Lynch and several other firms. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Lauren Bauer is the Resident Director and Wealth Management Advisor at Merrill, where she has served since 2015. In her role, Lauren specializes in providing financial advice and guidance to individuals and organizations, focusing on retirement and other financial goals. She assists clients through a disciplined process that emphasizes simplicity, transparency, and progress measurement. Lauren also focuses on corporate and nonprofit retirement plans, holding internal designations such as Senior Retirement Benefits Consultant and Defined Contribution Investment Consulting, as well as the Certified Plan Fiduciary Advisor credential. Lauren holds the Certified Investment Management Analyst (CIMA) designation issued by the Investments & Wealth Institute. She earned this credential after completing a program at the Chicago Booth School of Business. Additionally, Lauren is a Personal Investment Advisor and a Retirement Benefits Consultant. She graduated from the University of Dayton with a bachelor's degree. Lauren is involved in community organizations including serving as a Trustee of the Erie Community Foundation and participating in the Erie Women's Fund, Women United for Community Schools, and UPMC Safe Harbor Behavioral Health.

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 in Fairview, PA, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Northwest Bank and LPL Financial since 2018 and previously spent six years at CCO Investment Services Corp. Outside of her advisory work, she is involved with Northwest Bank in a non-investment related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by strategies from LPL Research and third-party subadvisors.

Daniel Irving is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Vestech Asset Management and Vestech Securities, Inc. from 2018 to 2025, and at Fsc Securities Corp from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from in-house and third-party sources.

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.