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Mark S

Series 63, Series 65

Moosic, PA

Mass Mutual Investors Services

Mark Sutherland is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at METLIFE SECURITIES Inc for 17 years. Outside of his advisory work, he serves as a high school soccer coach. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning and a range of investment programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jude L

Series 66

Scranton, PA

Merrill

Jude Leibman is a Wealth Management Advisor with the EH&L Group at Merrill Lynch Wealth Management. He joined Merrill in 2000 and has over two decades of experience in helping clients navigate market volatility and achieve their financial goals. Jude specializes in investment analysis, asset management, and portfolio construction, focusing on tailored strategies that align with clients' risk tolerance, liquidity needs, and long-term objectives. Jude holds several professional credentials including the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute™, and the Chartered Retirement Planning Counselor (CRPC) certification awarded by the College for Financial Planning. He also holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma/GED from Pittston Area. Residing in West Pittston, Pennsylvania with his wife Leslie and their son Curtis Jude, Jude is engaged in community activities and enjoys spending time with his family. His personal interests include football, golfing, ice hockey, music, and swimming.

Wealth management Active portfolio management
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Kevin K

CFP®, ChFC®, Series 63, Series 65

Archbald, PA

LPL Enterprise

Kevin Kelly is a CFP® and ChFC® with 28 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Pruco Securities, LLC for 26 years. Kelly also serves as a financial advisor through his own DBA, Kelly Asset Management, and provides property and casualty financial advisory services. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and provides access to third-party asset managers, while also offering affiliated trust, insurance, and lending services.

Tax-loss harvesting
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Madison S

Series 66

Scranton, PA

Merrill

Madison Sickler is a Financial Advisor with Merrill Lynch Wealth Management. She works with clients to develop financial strategies tailored to their individual needs. Madison brings her expertise to her advisory role, supporting clients in managing their wealth and planning for their financial futures. She holds a Bachelor's Degree from Pennsylvania College of Technology.

Tax-loss harvesting Active portfolio management Wealth management
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Kimberly S

Series 63, Series 65

Dunmore, PA

LPL Financial

Kimberly Santarsiero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She worked previously at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a variety of strategies and technology tools to support its network of over 22,000 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John S

Series 66

Scranton, PA

Morgan Stanley

John Sweeney Jr. is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Sweeney serves on the Board of Trustees and Finance Committee at the University of Scranton. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and global market analyses.

General estate planning guidance
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Vincent K

Series 63, Series 66

Dunmore, PA

LPL Financial

Vincent Kubilus III is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with LPL Financial since 2016 and also serves as an AVP and financial advisor at Peoples Security Bank & Trust and Peoples National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher D

Series 63, Series 65

Scranton, PA

Merrill

Christopher Di Mattio is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Invest Financial Corporation for 21 years. Di Mattio is actively involved in several nonprofit organizations, including serving as President of La Festa Italiana, a cultural event in Scranton, and holding leadership roles with local charitable foundations and educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal and third-party teams, with features including strategic asset allocation and tax-aware options.

Tax-loss harvesting Active portfolio management Wealth management
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Timothy L

Series 63, Series 66

Moosic, PA

Mass Mutual Investors Services

Timothy Lavelle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and Mass Mutual Life Insurance Company. He has also been involved with LIFS Enterprises, LLC since 2006. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative, annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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William M

Series 63, Series 66

Dunmore, PA

LPL Financial

William Mcandrew is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 66 credentials and having 33 years of industry experience. His prior firms include INVEST Financial Corporation, Pfic Advisors, Inc., and Vision Asset Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David M

Series 63, Series 66

Clarks Summit, PA

LPL Financial

David Morris is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including SagePoint Financial and OSAIC. He also maintains a non-variable insurance business in Clarks Summit, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network with model portfolios, third-party asset management, and institutional platforms, while combining advisory services with a variety of financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alec R

Series 66

Scranton, PA

Morgan Stanley

Alec Rodway is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America. Outside of finance, he is involved in media and entertainment activities such as video editing, event hosting, and DJing, as well as streaming on Twitch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers a range of retail and institutional investment solutions.

General estate planning guidance
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Joseph B

Series 63, Series 65

Clarks Summit, PA

LPL Financial

Joseph Barrasse is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenure at Prudential Insurance Company of America and Pruco Securities, LLC, followed by roles at Cadaret, Grant & Co., Inc. and LPL Financial. Barrasse serves as mayor of Clarks Green Borough in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and retirement solutions, supported by technology and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rosemary C

Series 63

Clarks Summit, PA

Raymond James Financial

Rosemary Caffrey is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 46 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2016, and previously at Wells Fargo Clearing from 2011 to 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports client implementation through its advisory programs and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Scott H

Series 63, Series 66

Scranton, PA

Morgan Stanley

Scott Hartshorn is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Peter S

Series 66

Moosic, PA

Mass Mutual Investors Services

Peter Salvatori is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and two years of industry experience. He has worked at MML Investors Services since 2024 and also has experience with MassMutual Life Insurance Co. since 2022. Outside of financial advising, he is the president and owner of Northeast Casket Sales, Inc., a wholesale casket business he has operated since 2001. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and emphasizes event-driven planning services such as estate settlement and employer-sponsored programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Maria E

Series 63, Series 65

Dunmore, PA

LPL Financial

Maria Emiliani is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to her advisory role, she worked at Gerrity's Supermarkets for five years. Outside of her advisory work, Emiliani is employed part-time at Rhythm Fitness LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a focus on combining scale and technology in support of its large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Luke R

Series 65, Series 63

Clarks Summit, PA

LPL Financial

Luke Randall is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at OSAIC, SagePoint Financial, Inc., and Stockdale Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies with a large network of advisors and extensive operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian G

CFP®, Series 66

Dunmore, PA

Edward Jones

Brian Goldsack is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he was involved with Novo Hill Real Estate starting in 2013. He co-hosts a business podcast where he interviews business owners about their industries and life stories. 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 advisory programs and operates under a fiduciary standard, with a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Inheritance planning Founder/Business Owner Intergenerational Families
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Laura S

Series 66

Clarks Summit, PA

LPL Financial

Laura Sporcic is a financial advisor with LPL Financial in Clarks Summit, PA. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at OSAIC and SagePoint Financial, Inc., as well as ongoing involvement with Stockdale Financial Group since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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