Seth Faulkner is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at EQH and Erie Fitness Academy. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Aaron Wakley is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Equitable Advisors since 2015, including during the firm's prior affiliation as Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through Investment Adviser Representatives, utilizing a range of third-party advisory programs and firm-offered models without sponsoring its own wrap fee program.

Kathleen Phillips is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2009. Outside of her advisory role, she serves as a committee member assisting the treasurer at St. Peters Lutheran Church and is a board member of the Fort LeBoeuf School District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Anthony Chiarelli is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, LLC. He also spent three years at Gannon University early in his career. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes risk assessment and tailored advisory models, utilizing both proprietary and third-party investment solutions.

Jacob Lombardozzi is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Country Fair Inc. and spent time at Edinboro University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Margaret Chido is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and taught at Gannon University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm employs a variety of advisory models and programs, combining proprietary and third-party solutions.

Daniel Mulligan V is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, Bankers Life & Casualty, and managing his own firms, Dan Mulligan & Associates and Mulligan Business Team, where he serves as president. He is also involved in Medicare insurance consulting and sales. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes personalized client information gathering and risk assessment, utilizing a variety of third-party advisory models and proprietary solutions.

Keith Forbes is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held positions with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. since 2016 and 2007, respectively. Outside of his advisory role, he is an independent insurance agent specializing in property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Benjamin Longo is a CFP® professional with 24 years of industry experience, currently serving at Raymond James Financial. He has worked at Raymond James Financial Services, Inc. since 2002 and is also the owner and president of Flagship Investment Group, Inc., where he provides education to 401(k) participants and plan sponsors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Taylor is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Cintas, Akkodis, 4 Front Solutions, UPS, and service in the US Army. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives to deliver services through firm-offered programs and third-party advisory models.

Matthew Bengel is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and having seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, Llc. Outside of his advisory role, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Vincent Mastrey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as running Rose/Mastrey/Wells LLC. He is also involved in non-variable insurance activities. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Garres is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with LPL Financial in Erie, PA, where he has worked since 2022. His prior experience includes roles at CUNA Mutual Group, PNC Investments, Cetera Investment Services, and several other firms. 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 a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Jones is a financial advisor at Edward Jones in Erie, PA, with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. 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 large nationwide network of advisors and branch offices.

Caleb Bennett is a Series 66-licensed financial advisor with seven years of industry experience, currently serving clients at Equitable Advisors in Erie, PA since 2019. His prior work includes roles at Axa Advisors, Gasbarre Products, and The Pennsylvania State University Dubois Campus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charities. The firm delivers solutions through a network of Investment Adviser Representatives, utilizing a mix of firm-offered programs and third-party asset managers.

William Vitron Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His prior roles include positions at Securities America, Inc. and Erie Bank, a division of CNB Bank. He serves as power of attorney for his spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both firm-sponsored and third-party advisory programs.

David Tofel II is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2006. He holds Series 63 and Series 66 licenses and is based in Fairview, PA. Outside of his advisory role, he coaches 8th grade boys basketball for the Fairview School District. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven and algorithm-supported recommendations tailored to clients’ retirement goals.

Jillian Carroll is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked for eight years at Erie Federal Credit Union. Outside of her advisory role, she serves as a cheerleading coach at Mercyhurst Preparatory School in Erie, PA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Keim is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2022. Outside of his advisory role, Keim serves as head golf coach at Cathedral Preparatory School and participates as a committee member helping manage finances for the Mercy Center for Women. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers comprehensive advisory programs with customized portfolio management, financial planning, and integrated investment options tailored to clients' risk profiles.

Stacey Margraves is a financial advisor at UBS Financial Services with a Series 66 credential and six years of industry experience. She has a background that includes roles at Limelife by Alcone and TruAura Beauty prior to joining UBS. Based in Erie, PA, her career spans both financial services and beauty industry companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans.