Seth Faulkner is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles in education and the fitness industry, such as at Erie Fitness Academy and Penn State Behrend. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a variety of sponsored programs and endorsed third-party managers.

Aaron Wakley is a financial advisor with Equitable Advisors in Erie, PA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Wakley has been with Equitable Advisors since 2015, having previously worked at Axa Advisors, 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 various 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.

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. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors and was employed at Gannon University. 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 uses a hybrid referral and implementation model, combining advisory and brokerage services to tailor client solutions.

Jacob Lombardozzi is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Country Fair Inc. and Edinboro University. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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 worked at Equitable Advisors since 2017 and previously at Axa Advisors, LLC. Prior to her advisory career, she was affiliated with Gannon University. 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 that includes advisory and brokerage channels, tailoring services based on client goals, risk tolerance, and time horizon.

Daniel Mulligan V is a Series 66-credentialed financial advisor with six years of industry experience, currently practicing at Equitable Advisors since 2019. His prior experience includes roles 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 as an independent agent. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, working alongside broker-dealer and insurance affiliates to provide both advisory and brokerage channels.

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 in Erie, PA. He holds the Series 66 designation and has experience in various roles including service in the U.S. Army and positions at Akkodis and UPS prior to joining Equitable Advisors. 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/insurance channels tailored to client goals and risk tolerance.

Matthew Bengel is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2018, previously working at Axa Advisors for two years. Outside of his advisory role, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Vincent Mastrey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, with additional experience running Rose/Mastrey/Wells LLC. He also maintains a non-variable insurance business in Erie, Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Garres is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at CUNA Mutual Group, PNC Investments, and Cetera Investment Services. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

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 financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019, with prior roles at Axa Advisors, Gasbarre Products, and The Pennsylvania State University Dubois Campus. 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 operates a hybrid referral and implementation model that combines advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

William Vitron Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Securities America, Inc. and Erie Bank, a division of CNB Bank. He also serves as power of attorney for his spouse. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with a range of program options tailored to client goals and risk tolerance.

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.