Christopher Mcgoldrick is a CFA® charterholder with one year of experience as a financial advisor at Haverford Wealth Management, LLC. His prior experience includes roles at PNC, Foreside Fund Services, LLC, and Willis Towers Watson. Haverford Wealth Management provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs discretionary portfolio management based on tailored financial plans and fundamental analysis, offering clients flexibility in account management and a range of financial planning options.

John Marsden is the sole advisor at Marsden Capital Management, LLC, an independent registered investment adviser based in Erie, PA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Marsden has been with Marsden Capital Management since 1992 and also affiliated with JRM Securities during the same period. Marsden Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm develops individualized investment plans based on client goals, time horizons, and risk tolerance, utilizing a range of securities and conducting regular account reviews.

Harry Evanoff is the sole advisor at Evanoff Financial Advisors in Erie, PA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led his firm since 2003 and previously worked at Securities Service Network, Inc. for 17 years. Outside of his advisory role, Evanoff serves as president of the Baer Beach Association in Erie. Evanoff Financial Advisors provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals and charitable organizations. The firm combines market timing with insurance brokerage services and manages approximately $20.5 million in client assets.

Ryan Williams is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Elite Life Management LLC and has prior experience with Bank of America and Merrill Lynch. Outside of his advisory role, he is a published author of a personal book about travel and a silent partner in an athletic training facility. Elite Life Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered advisers, using a fundamental, generally long-term investment approach tailored to client needs.

Russell Merwick is a financial advisor at Robbins Wealth Management in Erie, PA, holding a Series 65 designation with 11 years of industry experience. He has been with Robbins Wealth Management since 2014. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses by offering portfolio management, financial planning, and additional services such as tax preparation and trust accounting. The firm employs a strategic asset allocation approach supplemented by tactical investments in equities, fixed income, and options, managing a large asset base with a three-advisor team.

Michael Bishop is a CFA charterholder and principal at Bishop & Company Investment Management, LLC in Erie, PA, with 22 years of industry experience. He has been with Bishop & Company since 2008. Bishop & Company serves individual and high-net-worth clients as well as plan sponsors of participant-directed retirement plans. The firm employs a long-term, asset-allocation–based approach emphasizing diversification, tax-aware implementation, and periodic rebalancing, managing approximately $387 million in discretionary assets across nearly 200 client relationships.

Michael Bishop is a CFP® professional with two years of experience and is currently affiliated with Bishop & Company Investment Management, LLC in Erie, PA. His prior work includes roles at MacDonald, Illig, Jones & Britton LLP and Case Western Reserve University School of Law. Bishop & Company Investment Management, LLC is a fee-only, SEC-registered adviser serving individual investors, including high-net-worth households, and participant-directed retirement plan sponsors. The firm employs a long-term, goal-focused investment strategy emphasizing broad diversification through low-cost ETFs and no-load mutual funds, offering discretionary portfolio management and advisory services for qualified retirement plans.

Donald Smith is the owner, principal, and president of Provident Wealth Management, Inc. in Erie, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including over two decades at Provident Private Capital Partners, Inc. and more than 39 years with Provident Wealth Management. Provident Wealth Management provides financial planning, investment supervisory services, and asset-allocation advice to individuals and a range of institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management tailored to client objectives.

William Johnson is a financial advisor with I.M.S. Wealth Management, LLC in Erie, PA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes eight years at Axa Advisors. Outside of his advisory role, he consults in real estate through William Eric Johnson Consultants. I.M.S. Wealth Management provides portfolio management, financial planning, and pension consulting to individuals and retirement plans, focusing on non-discretionary implementation and client-specific Investment Policy Statements. The firm applies various analytical methods and trading strategies while maintaining a unique affiliation with an accounting/CPA practice.

Stephanie Terbrock is a financial advisor at Elite Life Management LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Merrill, Wells Fargo Clearing Services, RHI General Group, and Jinsei Sushi. Elite Life Management provides discretionary and non-discretionary investment management and financial planning for individual and high-net-worth investors, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered investment advisers. The firm uses a fundamental, generally long-term investment approach tailored to client goals and risk tolerance, employing ETFs, mutual funds, individual stocks and bonds, as well as alternative investments when appropriate.

Joseph Knox is a financial advisor at Evident Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience with NWPA Innovation Beehive Network, Gannon University, Gold Coast City Council, and The Southport School. Evident Financial is a small advisory firm managing approximately $150 million in discretionary assets for about 79 clients. The firm serves individuals, trusts, estates, charitable organizations, foundations, retirement plans, and other business entities, employing a blend of passive and active strategies grounded in Modern Portfolio Theory.

Jeremy Shelby is a financial advisor at Elite Life Management LLC in Erie, PA, with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Motion Group Sports. In addition to his advisory work, he owns Elite Life Consulting, a branding solutions business serving athletes, entrepreneurs, and professionals. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to client goals, with portfolios constructed using ETFs, mutual funds, stocks, bonds, and alternative investments when appropriate.

Jeffrey Presogna is a financial advisor at I.M.S. Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with I.M.S. Wealth Management since 2012. In addition to his advisory role, he is the owner and president of Presogna and Company, P.C., a CPA firm specializing in business consulting, tax preparation, and mergers and acquisitions. I.M.S. Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, and retirement plans. The firm primarily implements client plans on a non-discretionary basis and uses a range of analytical techniques and trading strategies tailored to client goals and risk tolerance.

Johnathan Essman is a Series 65-licensed financial advisor at Roland Financial Wealth Management LLC with one year of industry experience. Prior to joining Roland Financial, he was employed at First National Bank (FNB Corporation) for one year and spent eight years as a full-time student. He also works as an insurance agent through an affiliated insurance agency. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $68.7 million across about 340 client relationships, tailoring investment strategies using a combination of fundamental, technical, and charting analysis alongside long-term and tactical asset allocation approaches.

Richard Smith II is a financial advisor at Provident Wealth Management Inc in Erie, PA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has been with Provident Wealth Management since 2014. Outside of his advisory role, he is a shareholder in Provident Private Estate Management, Inc., a property management company serving a variety of clients. Provident Wealth Management provides financial planning, investment supervisory services, and asset-allocation advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm uses an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, and integrates insurance and employee-benefit consulting alongside investment management.

Richard Makowski is a Certified Financial Planner (CFP®) with five years of industry experience, currently serving at Evident Financial. His prior experience includes roles at AllStreet Financial, the Small Business Development Center, and Gannon University. He is a co-founder of Qualstra, LLC, where he conducts research on index strategies. Evident Financial is a boutique advisory firm managing approximately $150 million across a range of clients, including individuals, trusts, and charitable organizations. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and emphasizes cost and tax efficiency.

John Niebauer IV is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Equitta Advisors LLC and also serves as a Second Lieutenant in the U.S. Army National Guard. His prior experience includes roles at Equitable Advisors, Polaris Advisors, and various positions outside the financial industry. Equitta Advisors LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, physicians, and small businesses. The firm utilizes Modern Portfolio Theory to design portfolios primarily composed of low-cost mutual funds and ETFs, with options and derivatives used as appropriate to client objectives.

Roland Kljunich is a financial advisor with Roland Financial Wealth Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Ae Wealth Management LLC and Abacus Capital Holdings, LLC, and has been involved with Roland Financial entities since 2015. In addition to advising, he writes financial books related to his practice. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis alongside long-term and tactical investment strategies, and offers services including portfolio management, financial planning, estate planning coordination, and public educational seminars.

Charles Knight III is a financial advisor with ONE-UP Financial, holding CPA credentials and over 30 years of experience in accounting and financial consulting. He is a principal at Schaffner, Knight, Minnaugh & Company P.C., a CPA firm where he provides assurance, tax compliance, and consulting services. Additionally, he serves as a trustee and chair of the audit and compensation committees at Marquette Savings Bank. ONE-UP Financial provides investment management and retirement-plan services primarily to institutional clients such as employer plan sponsors, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of modern portfolio theory with active and passive strategies, offering fee-only services that include financial planning and fiduciary retirement plan management.

David Herbe Jr. is an advisor at ONE-UP Financial with one year of industry experience. He is a tax partner overseeing the Tax Department at Schaffner, Knight, Minnaugh & Company PC, a CPA firm. His prior work includes roles at Holbrook & Mante and Crowe. ONE-UP Financial provides investment management and retirement-plan services primarily to employer plan sponsors, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm combines modern portfolio theory with active and passive strategies and offers retirement plan consulting and fiduciary services under ERISA.