Evident Financial

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.

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.