Matthew Atiyeh is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2020. Prior to his advisory career, he was involved in the restaurant business and worked at Kutztown University. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning processes.

James Kresge is a financial advisor with LPL Financial in Clarks Summit, PA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC, and AIG American General Life Insurance Company. Outside of his advisory work, Kresge serves as a firefighter with Eynon Sturges Hose Company #3 and is the founder of the AbingtonB2B Networking Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, leveraging both proprietary and third-party strategies supported by advisor-focused technology.

William Stella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® practitioner on the Koehl, Youngman, Levy and Rosenthal Wealth Management Group, a team based in Wilkes-Barre. The team focuses on building client relationships and providing support tailored to each client's unique financial goals and values. They offer services such as investment management, liquidity event strategies, trust and estate planning, customized credit and lending, and philanthropy, leveraging Merrill's resources alongside their collective experience. Will received both his Bachelor of Science Degree in Accounting and his Master of Business Administration from the University of Scranton, completing the dual degree within five years. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor designation. Will joined Merrill in 2015 and serves as a Relationship Manager and investment committee member for his group, contributing to client strategies based on factors like risk tolerance and market conditions. He is a graduate of the Leadership Wilkes-Barre Core Program and serves on the boards of the Cody Jude Barasse Memorial Foundation and the St. Joseph’s Center Foundation.

Joshua Murphy is a financial advisor at Cetera with three years of industry experience. He previously worked at Avantax Advisory Services and PwC and is a partner at Murphy Group CPA PLLC, a CPA firm providing tax and accounting services. He is also involved in a commercial real estate holding company managing leasing and property oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment strategies and custodial relationships.

Elizabeth Saba is a financial advisor at Wells Fargo Advisors with Series 66 credentials and two years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Executive Edge Inc. Outside of her advisory work, she holds a partial ownership interest in a commercial office space investment. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a wide range of planning options supported by firm research and tools.

Jordan Ubertini is a Senior Financial Advisor and the founder and leader of The Ubertini Group, a boutique wealth management team within Merrill Lynch Wealth Management. He has been working in wealth management since 2007 and develops personalized strategies for multi-generational families, entrepreneurs, corporate executives, and founders. Jordan and his team also provide investment consulting services for nonprofit organizations and institutional retirement clients using philanthropic solutions and retirement benefits platforms offered by Merrill and Bank of America. His expertise includes managing key wealth events such as liquidity events, business transitions, concentrated equity positions, and asset and value transfers to the next generation. Jordan also leads the practice's institutional consulting work, advising nonprofit organizations, foundations, and corporate retirement plan sponsors on investment policy, governance, manager selection, and fiduciary oversight. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Plan Fiduciary Advisor® (CPFA®) designation. Jordan earned a Bachelor of Science in Finance with a minor in International Business Studies from the University of Delaware's Alfred Lerner College of Business and Economics. He has held leadership roles in his community, including as past President of the Honesdale Rotary, board member of the Honesdale Area Jaycees, and current director of the Wayne Highlands Little League. He lives in Northeastern Pennsylvania with his wife and four children.

Terry Swartzentruber is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee return estimates and Monte Carlo simulations as part of its advisory process.

Colin Dwyer is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Grove Point Investments, LLC and H.Beck, Inc. Dwyer is also involved in tax preparation and accounting services alongside his advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services supported by advanced operational tools.

Karen Bieniecki is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Timothy Rose is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning through structured discovery conversations and firm-approved planning tools while managing approximately $2.74 trillion in client assets.

William Bender II is a financial advisor with Wells Fargo Advisors based in Scranton, PA, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services LLC, Bank of America, NA, and Merrill. He is also a 25% owner of 1856 Capital Partners LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, delivering tailored recommendations using proprietary research and planning tools.

James Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at OSAIC, Abington Financial Group, Sagepoint Financial, Inc., Christian Saunders Real Estate, and John J Dwyer Jr Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Robert Tugend is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at Grove Point Investments, Grove Point Advisors, Nazareth Area School District, and H.Beck, Inc. Outside of his advisory role, he operates an accounting and tax preparation service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Jay Carpenter is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equitable Advisors since 1999. Outside of his advisory work, he manages a family-owned property near Elk Mountain Ski Resort in northeastern Pennsylvania. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory platforms to implement customized investment solutions.

Gregory Jones is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at M&T Securities since 1998 and joined LPL Financial in 2021. 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, third-party asset management, and institutional platforms, supported by research and operational tools.

David Hummel is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and a Series 63 license, with 40 years of industry experience. He previously worked at Metlife Securities Inc. for over three decades before joining Mass Mutual. In addition to his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with educational seminars.

Jeremy Schutz is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, JPMorgan Securities LLC, and JPMorgan Services Inc. Schutz is also associated with Fidelity Bank. 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, and institutional platforms, supported by extensive resources and technology.

Peter Suhosky II is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Eric Gasper is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Moosic, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved as a distributor of nutritional supplements through Advocare. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Samuel Matechak is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for six years and spent over two decades at Guardian Life Insurance in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with a range of investment strategies and technology tools.