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
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

Barbara Bayhurst
Client Support Specialist
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