Thomas Kish is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and market modeling techniques.

John Joseph Gustin is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2019. He specializes in retirement and estate planning, family wealth preservation, and business succession strategies. John Joe works closely with local nonprofit organizations throughout the greater Scranton/Wilkes-Barre area. He holds a Bachelor's Degree from The University of Scranton and has earned the Personal Investment Advisor (PIA) designation. John Joe is involved in his community, serving on two local nonprofit boards and coaching baseball. He also acts as a guardian for an elderly family member with dementia. He resides in Scranton, PA. John Joe focuses on providing personalized wealth management by understanding clients' financial goals and developing flexible strategies suited to changing market conditions. His approach includes leveraging investment insights and banking solutions to help clients pursue their objectives through comprehensive financial planning.

Christopher Kokinda is a financial advisor with LPL Financial in Conyngham, PA, holding a Series 66 designation and 24 years of industry experience. He worked at M&T Securities from 2003 to 2021 before joining LPL Financial. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and advisor tools.

Donald Glickert is a financial advisor at Edward Jones with 26 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as an adviser to Faith Assembly of God. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Mohammed Najib is a financial advisor with Primerica Advisors in Kingston, PA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior work includes roles at NEPA Trading & Investment LLC, Mann Corporation, PFS Investments Inc., and Primerica Financial Services. He is involved in the sale of investment-related products and receives additional compensation for referrals of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies managed by third-party asset managers and handles trade execution and custody through BNY Mellon Advisors and Pershing.

Arthur Daube is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at Guardian Life for 21 years before joining Mass Mutual in 2022. Outside of his advisory work, Daube is involved in sound technician services for local bands and events and owns a video production business. 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, structuring its client engagements as annual collaborative relationships that deliver written recommendations and use advanced analytics tools.

Donald Williamson is a financial advisor at OSAIC with 53 years of industry experience. He has worked at OSAIC since 2023 and has a longstanding history with Asco Financial Group, Inc. and FSC Securities Corporation, dating back to 1990 and 1997 respectively. In addition to his advisory roles, he serves as managing partner of AFG Pension Administration, a position he has held since 1991. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that include a variety of investment types.

Joshua Perry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at The University of Scranton for nine years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and tax-efficient services under a fiduciary standard.

Olivia Amesbury is a Series 66 licensed financial advisor with Ameriprise in Kingston, PA, where she has worked since 2020. She has three years of industry experience and previously worked briefly at Target. Outside of her advisory role, she supports owners with daily duties and provides financial planning through FFLIH, LLC, and also serves as a consultant focusing on leadership and training at INetwork NY LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jerome Mchale is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and has worked at FSC Securities Corporation and Asco Financial Group, where he also serves as president. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with a range of portfolio construction tools and third-party solutions.

Patrick Lenahan III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Berkeky Street LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Robert Maloney Jr. is a financial advisor at Stifel with 50 years of industry experience. He has held his current position since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide analyses and guidance for asset allocation, retirement, insurance, and estate planning.

Francis Dalykas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Rent-A-Center for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

James Duffy Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns rental properties in Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Chris Prater is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding a Series 66 license and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and at Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is involved in a trust-related business in Shavertown, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery and analytical tools, and manages approximately $2.74 trillion in client assets.

Ryan Keegan is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including M&T Securities, Citizens Securities, and Citizens 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive service capabilities.