Financial Advisor Teams
Erie, Pennsylvania — The Lane-Sorce House
Gregory J. Sorce, CFP®, MSFS
Principal, Senior Financial Advisor
Christopher M. Zehner, CFP®, CDFA®
Senior Financial Advisor
Erie, Pennsylvania — The Lane-Sorce House
Christopher N. Sorce, CFP®
Principal, Senior Financial Advisor
Quinto F. Ambrosetti, CFP®
Principal, Senior Financial Advisor
Christopher P. Allegretti, CFP®
Senior Financial Advisor
Erie, Pennsylvania — The Lane-Sorce House
Christopher M. Zehner, CFP®, CDFA®
Senior Financial Advisor
Erie, Pennsylvania — The Lane-Sorce House
R. Dean Piccirillo, MSFS, CFP®, CRPS®, AIFA®
Principal, Senior Financial Advisor
Erie, Pennsylvania — The Lane-Sorce House
Erie, Pennsylvania — Zuck Road
Cherish Bielanin
Client Support Specialist
Fort Myers, Florida
R. Dean Piccirillo, MSFS, CFP®, CRPS®, AIFA®
Principal, Senior Financial Advisor
Kerri Goldsmith, CFP®, CRPS®, AIF®, CDFA®
Senior Financial Advisor
Fredonia, New York
James A. Arcoraci, CRPC®
Principal, Senior Financial Advisor
King of Prussia, Pennsylvania
Naples, Florida — Tamiami Trail N, Suite 100
Naples, Florida — Tamiami Trail N, Suite 201
Christopher N. Sorce, CFP®
Principal, Senior Financial Advisor
Philadelphia, Pennsylvania
Augustine A. Repetto, MST, CFP®
Principal, Senior Financial Advisor
Pittsburgh, Pennsylvania
Gregory J. Sorce, CFP®, MSFS
Principal, Senior Financial Advisor
Matthew Costigan, CFP®, CPA/PFS
Principal, Senior Financial Advisor
Donna Kline, MBA, CDFA®, CDC®, ChSNC®
Senior Financial Advisor
Sarasota, Florida
R. Dean Piccirillo, MSFS, CFP®, CRPS®, AIFA®
Principal, Senior Financial Advisor
Stuart, Florida
Stephen C. Schramm, CFP®, CPA/PFS
Principal, Senior Financial Advisor
Ryan Furtwangler, CFP®, AEP®
Principal, Senior Financial Advisor
Natalie Baecher
Client Support Specialist
Youngstown, Ohio
Richard C. Morrow, CPA, CFP®
Principal, Senior Financial Advisor
Tom Taranto, CFP®, AIF®
Principal, Senior Financial Advisor
Kristyn M. Singleton
Client Support Specialist
