Patrick Watson

Jon Flynn Sr. is a financial advisor with Flynn Financial, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Flynn Financial since 2011. Outside of his advisory work, he is co-owner of a life insurance business with his wife and serves as president of an LLC that owns his office building. Flynn Financial provides investment advisory and financial planning services to individuals and small businesses, including those sponsoring retirement plans. The firm constructs customized portfolios using a variety of analytical methods and manages accounts with strategies tailored to tax sensitivity, liquidity, and income needs.

Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc and has operated Grudzinski Financial Services, LLC since 2008, where he also serves as president. He offers life, annuity, and long-term care insurance products to clients when appropriate. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $11.5 million in assets across 53 client relationships. The firm employs fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may use sub-advisors to implement investment strategies.