James Wisloski is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. since 2011. Outside of his advisory role, he serves as a track coach for the Southern Columbia Area School District in Catawissa, PA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related consulting services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party money managers across multiple platforms.

Patrick Reilley is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 33 years of industry experience, primarily with Lincoln Investment Planning, Inc. since 1993. Outside of his advisory work, he serves on the Board of Directors for UNB Bank Mt Carmel and has been involved in a solar panel supply business targeting the Dominican Republic. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm combines in-house investment management and research with advisor-level consulting to offer customized portfolios and employs a quantitative screening process to select mutual funds, ETFs, and other strategies.

Nicholas Griffiths is a CFP®-designated financial advisor with 18 years of industry experience, currently with Truist Advisory Services. His career includes roles at Truist Investment Services, SunTrust Advisory Services, BB&T, and PNC Investments. He serves as a board member for the Shamokin Area High School Football Alumni Association, providing guidance on resource allocation. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

James Kishbaugh II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cetera since 2013 and is the owner of J & J Financial, a financial services business he founded in 2002. In addition to advisory work, he is an insurance agent specializing in life, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs and third-party managers.

Joseph Springer is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 66 designation and has a background that includes roles at Avantax and ownership of accounting and tax preparation firms. In addition to his advisory work, he serves as an elected official for Ralpho Township and operates an accounting and consulting business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Mark Serrian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 19 years at Oppenheimer & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a extensive network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Roger Heidlebaugh is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Concourse Financial Group Securities Inc, Santander Bank, and BB&T Securities. He also serves as a portfolio analyst with Vizo Financial Corporate Credit Union. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Michael Stramara is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also has ongoing roles at Cambridge Investment Research, Inc. and AIM, Inc. Outside of his advisory work, he serves as Vice President and independent insurance agent for Associated Insurance Management Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals. The firm employs various investment approaches, including model portfolios and third-party strategists, with accounts managed on both discretionary and non-discretionary bases.

Marlena Sinopoli is a financial advisor with Edward Jones in Shamokin, PA, holding a Series 66 designation. She is part of a large firm with over 23,700 advisors nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets.

Eric Kishbaugh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2014 and also operates under the DBA J & J Financial as a registered representative. Additionally, he is an independent insurance agent offering multiple lines of insurance including health, fixed annuities, and life insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as portfolio management, financial planning, and fiduciary solutions, utilizing a blend of advisor-managed accounts, model portfolios, and third-party managed solutions.

Jeffrey Mckinnon is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. He is also associated with Service 1st Federal Credit Union. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment strategies tailored to client needs.

Michael Tobash is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. for 30 years and has been associated with Nationwide Insurance Co. for over three decades. Tobash serves on several nonprofit boards, including the NEPA Alliance and Pottsville Area Development Corporation, and facilitates sessions for the Pennsylvania Manufacturers Association. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and high-net-worth households. The firm offers various advisory programs supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuity sales.

Timothy Novatnack is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes long-term roles at Raymond James Financial and Fulton Bank, where he has worked since 2008, and he is also involved in investment sales and service at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through comprehensive risk profiling and supported by a wide range of advisory services and institutional resources.

James Aten Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at Fidelity Deposit and Discount Bank, Infinex Investments, Jonestown Bank and Trust, BB&T, and National Penn Bank. Outside of advising, he serves as a Relationship Manager at Fidelity Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a large network of investment adviser representatives.

Brian Shedleski is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2002. He serves in Kulpmont, PA, and holds the Series 63 license. Outside of his advisory role, Shedleski is involved as a board member on the Appeals Panel for the Commission on Dietetic Registration and is an author focused on nutrition-related topics. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, allowing advisors to tailor strategies using model portfolios, third-party managers, or customized arrangements.

Janine Birch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her background includes roles at General Health Resources and multiple academic institutions, alongside a long tenure with Primerica Financial Services dating back to 1998. She is involved in the sale of home security and automation products through a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing options.

John Robinson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Insurance, Cetera Investment Advisers, and M&T Securities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Matthew Defalco is a financial advisor with LPL Financial in Danville, PA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at CUNA Brokerage Services and Applied Underwriters, as well as operating Defalco Consulting. He is also involved with Service 1st FCU in a retirement and investment capacity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a broad platform that combines advisory operations with non-advisory product offerings.

Joseph Novatnack is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Citi, Prudential Insurance Company of America, and The Vanguard Group. Outside of his advisory role, he is also employed as a financial advisor with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and provides a broad array of implementation options, with a notable portion of its advisory business conducted on a non-discretionary basis.