Erie, PA State Street Office

Erin Lewis 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, Erin operated Lewis Fitness & Performance and worked under the name Erin Grannemann. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Joseph Dombkowski is a financial advisor at Equitable Advisors in Erie, PA, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and serves concurrently in the United States Air Force Reserve, where he is part of the Command Support Staff. Prior to his advisory role, he worked at Wegmans for six years. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels, and leverages third-party asset managers and LPL programs to tailor solutions to client goals and risk tolerance.

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.

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.

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.

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.

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.

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.

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.

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.