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.

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 financial advisor at Bishop & Company Investment Management, LLC with one year of industry experience. Prior to his current role, he worked at MacDonald, Illig, Jones & Britton LLP and held various positions related to law and education at Case Western Reserve University School of Law and John Carroll University. Bishop & Company serves individual and high-net-worth clients and provides investment consulting to plan sponsors of participant-directed retirement plans. The firm follows a long-term, asset-allocation–driven approach emphasizing diversification with ETFs and no-load mutual funds, tax-aware implementation, and periodic rebalancing to defined objectives.

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.

Eric has more than 17 years’ experience in the accounting, tax and financial services industries. He specializes in working with small business owners, retirees and sales executives. Eric spent the last 5 years working for PNC Wealth Management where he served as an investment advisor managing assets in excess of $300 million. He holds a bachelor's degree in accounting from Penn State University and is a CPA and Certified Financial Planner. Read Eric's blog here: https://www.oneupfinancial.com/blog Full bio here: https://www.oneupfinancial.com/eric-presogna-bio

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 seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Wells Fargo Clearing Services, and RHI General Group prior to joining Elite Life Management. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to clients’ goals and risk tolerance, utilizing ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Joseph Knox is a financial advisor at Evident Financial with one year of industry experience. He holds a Series 65 designation and has worked at Evident Financial since 2022. His prior experience includes roles at NWPA Innovation Beehive Network, Gannon University, Gold Coast City Council, and The Southport School. Evident Financial provides discretionary investment management, financial planning, retirement plan consulting, and general consulting services to a broad client base that includes individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm manages over $100 million in discretionary assets using a combination of passive and active strategies grounded in Modern Portfolio Theory, with an emphasis on diversification, cost control, and tax efficiency.

Jeremy Shelby is a financial advisor at Elite Life Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Motion Group Sports. Outside of his advisory role, 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 services to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to client goals, utilizing ETFs, mutual funds, individual securities, 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 financial advisor at Roland Financial Wealth Management LLC in Erie, PA, holding a Series 65 designation with one year of industry experience. Prior to joining Roland Financial, he worked at First National Bank (FNB Corporation) for one year and was a full-time student for eight years. He is also licensed as an insurance agent, dedicating a portion of his time to insurance-related activities. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management, financial planning, and consulting primarily to individual and high net worth clients. The firm customizes investment programs based on clients’ goals and risk tolerances, conducts regular account reviews, and offers educational seminars, alongside managing insurance services through its principals.

Richard Smith is a financial advisor at Provident Wealth Management, Inc. in Erie, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to his current role, he worked at Penn State University for five years. Outside of advising, he is a shareholder and assists in management duties at Provident Private Estate Management, a property management company. Provident Wealth Management, Inc. provides financial planning, investment supervisory services, and asset-allocation advice to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. 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 alongside insurance and employee-benefit consulting services.

David Cullen is a CFA® charterholder with 10 years of industry experience. He has been with AllStreet Financial, LLC since 2015 and was previously associated with Remedy Three, LLC. He is also a co-owner of Evident Holding Company, LLC, which owns AllStreet Financial, operating as Evident Financial. Evident Financial provides discretionary investment management, financial planning, retirement plan consulting, and project-based general consulting to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and other business entities. The firm manages over $100 million in discretionary assets across approximately 79 client relationships, using a combination of passive and active strategies grounded in Modern Portfolio Theory, with an emphasis on diversification, cost control, and tax efficiency.

Richard Makowski is a CFP® with five years of industry experience, currently serving as a financial advisor at Evident Financial in Erie, PA. He previously worked at AllStreet Financial, LLC, the Small Business Development Center, and held roles at Gannon University and Erie Beer Company. Outside of advising, he is a co-founder of Qualstra, LLC, where he is involved in research related to improving existing index strategies. Evident Financial provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm combines passive and active strategies based on Modern Portfolio Theory, emphasizing diversification, cost control, and tax efficiency while managing over $100 million in discretionary assets.

John Niebauer IV is a financial advisor at Equitta Advisors LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Polaris Advisors. He is also an officer in the U.S. Army National Guard. Equitta Advisors serves individual and high-net-worth clients, physicians, and small businesses with discretionary investment management and annual financial planning. The firm uses model-based portfolios primarily composed of low-cost mutual funds and ETFs, applying Modern Portfolio Theory alongside other analytical methods to construct risk-targeted portfolios.