Margo Dowd

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.

Eric Robbins is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He is the founder of Robbins Wealth Management and has served as an associate teaching professor at Pennsylvania State University since 2019. Robbins is also an author for Kaplan Schweser and Business Expert Press. Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management and financial planning along with tax preparation and trust accounting services, employing a strategic asset allocation approach with tactical use of equities, fixed income, and options strategies.

Ryan Williams is a CFP® and ChFC® with nine years of industry experience. He is currently with Elite Life Management LLC, where he has worked since 2021, following roles at Bank of America and Merrill Lynch. Outside of his advisory work, Williams is a published author of a personal travel book and a silent partner in an athletic training facility. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth investors, trusts, estates, legal entities, charitable organizations, and retirement plans. The firm employs a fundamental, generally long-term investment approach tailored to client goals and circumstances, utilizing ETFs, mutual funds, individual securities, and alternative investments when appropriate.

James Keller is a financial advisor with Roland Financial Wealth Management LLC in Erie, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms, including AE Wealth Management and TD Ameritrade. Keller is also involved in insurance sales through Roland Financial. Roland Financial Wealth Management LLC provides asset management, financial planning, and consulting services primarily to individual and high net worth clients. The firm customizes investment programs based on clients’ goals and risk tolerances and offers educational seminars in addition to managing approximately $69.2 million in discretionary assets.

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.