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John S

Series 63, Series 65

Scranton, PA

LPL Financial

John Smith is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nationwide Securities, Inc. for 17 years and Pitt Ohio Express Inc. for 29 years. Outside of advising, he is involved in sales of transportation services. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

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

Series 63, Series 65

Scranton, PA

Morgan Stanley

Paul Eckenrode is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career has been primarily with Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning services.

General estate planning guidance
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Joseph M

Series 63

Moosic, PA

Mass Mutual Investors Services

Joseph Manley Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 43 years of industry experience. His prior work includes 36 years at Metlife Securities Inc. and over a decade at MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning process.

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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Dillan F

Series 66

Wilkes-Barre, PA

STIFEL

Dillan Foley is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. His background includes four years of education experience at High Point University and Allentown Central Catholic. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling for asset allocation and financial planning.

General retirement planning Income planning
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Robert L

CFP®, Series 63

Bear Creek Village, PA

Cetera

Robert Lawrence is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. He has held positions at various firms including Avantax Advisory Services and Strategic Personal Financial Management LLC, and is a partner at Lawrence Cable & Co LLP. Outside of advisory work, he is involved in managing Wendy's restaurant operations and serves as treasurer for the Wilkes-Barre Rotary Club. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of over 10,000 advisors and manages assets exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Peter A

Series 63, Series 65

Dunmore, PA

LPL Financial

Peter Albano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at several firms, including FNCB Bank, Community Bank, INVEST Financial Corporation, and Citizens Securities, Inc. Outside of his advisory role, he is also an insurance agent specializing in non-variable life insurance. 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 advanced operational and research tools.

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

Series 63, Series 65

Wilkes-Barre, PA

STIFEL

Robert Rosenberg is a financial advisor with Stifel in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2011. Outside of his advisory role, he serves as president of the Rosenburg Charitable Foundation, a family charity managing funds and distributions. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses that support informed decision-making.

General retirement planning Income planning
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Christopher F

Series 63, Series 65

Wilkes-Barre, PA

Mass Mutual Investors Services

Christopher Foder is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Guardian Life for 14 years before joining Mass Mutual in 2022. Outside of his advisory role, Foder is a partner managing a branch office at Meridian Financial Partners, LLC, and invests personal capital in residential real estate development through FIBI Capital LLC. Mass Mutual Investors Services 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 a range of programs including wrap and money-manager solutions, as well as educational seminars.

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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Peter B

Series 63, Series 65

Clarks Summit, PA

LPL Enterprise

Peter Barrasse Jr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 43 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Outside of his advisory role, he manages a real estate rental business in Clarks Summit, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and wrap programs, along with affiliated trust and insurance services.

Tax-loss harvesting
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Ronald C

Series 66

Mountain Top, PA

Merrill

Ronald Coltrane Jr serves as the Resident Director for Merrill's Wilkes-Barre Office. With over 15 years of experience in the financial services industry, he specializes in wealth management, banking, financing, and private placement investment management. As a Senior Financial Advisor and qualified Portfolio Manager, Ronald focuses on goals-based planning to help clients achieve their financial objectives through personalized wealth management strategies, including family wealth management, retirement planning, portfolio management, and tax minimization. Ronald holds a Bachelor of Arts degree in English from Pennsylvania State University and an MBA with a concentration in Finance from the Jay S. Sidhu School of Business and Leadership at Wilkes University. He maintains the designation of Personal Investment Advisor (PIA). Committed to community involvement, Ronald actively participates in local organizations and values spending time with his family.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting
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Kyle M

Series 66

Dunmore, PA

Edward Jones

Kyle Mc Cloe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Kamo & Sons, LLC and IBEW LU 81, and serves as a platoon sergeant in the United States Army Reserves, where he leads training and mentoring at the company level. He is also the vice president of the American Legion Post 579, providing information to local veterans about available services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management Military & Veterans Founder/Business Owner Educators, Teachers, and Academics Government Employee
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Jennifer W

Series 63, Series 65

Clarks Summit, PA

Ameriprise

Jennifer Williamson is a financial advisor with Ameriprise in Dalton, PA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Outside of her advisory role, she is a silent owner of a family business involved in real property and a mobile home park in Factoryville, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeffrey F

Series 63, Series 65

Clarks Summitt, PA

Cambridge Investment Research Advisors

Jeffrey Feather is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Cambridge and is also involved in insurance and benefits as well as operating a wealth management business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platforms with both proprietary and unaffiliated strategies, supported by institutional features such as advisor transition programs and compliance oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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William P

Series 66

Dunmore, PA

LPL Financial

William Portanova III is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has one year of industry experience. Before joining LPL Financial in 2025, he worked at Cadaret Grant and Assured Partners. He previously operated Electric City Axe Throwing from 2021 to 2023. 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, supported by a large network of investment adviser representatives.

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

Series 66

Dunmore, PA

LPL Financial

Nicholas Kohut is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has three years of industry experience. His prior work includes roles at FNCB Bank and Chiaro Investment Services. 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 model portfolio programs, and supports its advisors with various operational and research tools.

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

Series 63, Series 65

Wilkes-Barre, PA

Mass Mutual Investors Services

Douglas Cornish is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. Outside of finance, he was involved with the Emmaus Aquatic Club and the Blue Eagle Swim Team for several years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative annual planning processes and firm-approved analytical tools.

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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Brent M

Series 63, Series 66

Kingston, PA

Ameriprise

Brent Makarczyk is a financial advisor with Ameriprise in Shavertown, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including co-ownership and consulting roles in financial planning and tax preparation firms. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated tools to deliver these services, and it offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kevin M

Series 63, Series 66

Scranton, PA

LPL Financial

Kevin Messett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at Nationwide and Nationwide Advisory Services for over 16 years before joining LPL Financial in 2018. Outside of his advisory role, he owns New Seasons Financial, a mortgage and real estate services business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive non-advisory financial services.

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

Series 63, Series 65

Kingston, PA

Ameriprise

Joseph Mc Donough is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tracey M

Series 66

Wilkes Barre, PA

Merrill

Tracey Mitchell is a financial advisor with Merrill, holding a Series 66 designation and over one year of industry experience. She has worked at Merrill Lynch and Bank of America, with a combined tenure of nearly two decades at these firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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