William Denniston is a financial advisor with Wells Fargo Clearing in Erie, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 solutions. The firm’s process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Mark Lucas is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his advisory work, he owns a racehorse at Presque Isle Downs. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with strategies tailored to each client’s risk profile.

Matthew Malinowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Larry Kozik, Waddell & Reed, and various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing a variety of model portfolios and research resources.

Mark Weibel is a financial advisor with Ameriprise in Erie, PA, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior firms include Securities America Advisors, Cco Investment Services Corp., and OSAIC. In addition to his advisory work, he manages an advisory business affiliated with CNB involving various bank activities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Daniel Clark is a financial advisor with LPL Financial in Erie, PA, holding a Series 66 designation and with 10 years of industry experience. His prior roles include work at Larry Kozik, various insurance carriers under W&R Insurance Agencies, and Waddell & Reed Inc. He has been involved with the SNC Family Limited Partnership, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Reiter is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Ameriprise in Erie, PA. He has been with Ameriprise and its affiliate since 2013. Reiter is also the owner of Kingdom Advisory Services and serves on the Board of Directors for Bethel Christian School. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Dean Scalise is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. He previously worked at Royal Alliance Associates, INC. for 22 years. He is also the owner of Scalise Financial Advisors, Inc., an SEC-registered investment advisory firm through which he provides financial and advisory services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.

Megan Lyons is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and previously worked at Erie Insurance before joining Equitable Advisors in 2020. Outside of her advisory role, Megan has been a Jazzercise instructor since 2005. 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 various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

George Dusckas Jr. is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 licenses, and has 43 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Dusckas serves on several nonprofit boards, including Asbury Woods Partnership, United Way of Erie County, Erie Club, and Crime Victims of Erie County, focusing on environmental education, social services, and victim advocacy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party managers, and provides integrated wealth management, financial planning, and brokerage services.

Jared Wells is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include work with Rose/Mastrey/Wells LLC and Waddell & Reed, INC., as well as experience in the insurance sector. He has also worked in education with the Fairview School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and corporations. The firm offers a range of discretionary and non-discretionary management programs supported by proprietary and third-party research.

Nathaniel Murphy is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and four years of industry experience. He has been with UBS since 2018, including his current role at UBS Financial Services since 2019. Prior to his financial services career, he worked at Kent State University and PepsiCo. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies to clients’ goals and risk tolerances.

Julian Mascio is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Hexstar Medical Group and has held various roles including at High Point University and Peters Township School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Michael Wolfe is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2014, including time with AXA Advisors prior to 2020. Outside of his advisory work, Wolfe performs as a drummer in a local band. 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 managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Matthew Abata is a financial professional with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with various entities within the Cetera network since 2023 and is also a benefits specialist at Bayfront Benefit Solutions, where he has been involved in insurance brokerage since 2019. Additionally, he is associated with Bayfront Wealth Management as a financial professional. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Daniel Young is a financial advisor at Edward Jones in Erie, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Edward Jones since 2014 and has also worked as a high school soccer coach at General McLane High School since 2010. Outside of his advisory role, he coaches a club soccer team, Erie Premier Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and maintains one of the largest networks of financial advisors and branch offices in the industry.

James Buto is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research from 2013 to 2023. He is also involved in non-variable insurance activities in Erie, PA. 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, providing both discretionary and non-discretionary management supported by model portfolios and research.

Zachary Wild is a CFP® with 11 years of industry experience and has been with Edward Jones since 2016. He serves as a board member on the Mercyhurst University Alumni Board, contributing to strategic planning for alumni engagement. Edward Jones is a full-service wealth management firm that serves more than four million clients, offering a range of advisory programs and affiliated investment products, with a substantial nationwide network of advisors and branch offices.

James Lyons Jr. is a CFP®-credentialed financial advisor with Edward Jones in Erie, PA, with 20 years of industry experience, including over two decades at Edward Jones since 2005. He serves as a school board member for the Fairview School District, elected to a four-year term beginning in 2019. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Kevin Slocum is a financial advisor with LPL Financial in Erie, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Sarah Baker is a financial advisor at Edward Jones in Erie, PA, holding Series 63 and Series 66 designations with four years of industry experience. Prior to joining Edward Jones, she worked at Harvard University for 16 years. 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 strategies supported by a large network of financial advisors and branch offices nationwide.