Christopher Nixon is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Avantax Advisory Services, Baker Tilly US LLP, and Lawrence Cable and Company, LLP. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Jolley is a financial advisor with Edward Jones in Pittston, PA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent ten years at Wilkes University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Karen Natishan is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Natishan serves as the treasurer on the Luzerne County Community College Foundation Board. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

Alicia Roback is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. She has worked with Ameriprise since 2013 and has prior experience with Thirty-One Gifts. Outside of her advisory role, she is involved with Hoban Management Corp., where she participates in financial planning and trading activities. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing proprietary research and a range of investment options.

Stephen Rosenthal is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1997. He brings over 26 years of experience in wealth management, business financing, and corporate retirement plans. Stephen's professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a qualified Portfolio Manager who manages personalized and defined strategies on a discretionary basis. Stephen focuses on areas such as liquidity event strategies, trust services, estate planning services, retirement plan consultation, corporate benefits, corporate executive services, divorce transition planning, personal retirement planning, and portfolio management services. He holds a bachelor's degree in Accounting from the University of Pittsburgh. In addition to his professional work, Stephen is actively involved in various community organizations. He has served as past president of the Osterhout Free Library, is a board member of the Jewish Home of Eastern Pennsylvania, and serves on the Board of Trustees of Wyoming Seminary College Preparatory School. He is also a member of the Westmoreland Club.

Heather Kuhn is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney and Functional Connections. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Robert Swank is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He worked at Pruco Securities, LLC for 28 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, consulting, and access to third-party asset managers and wrap programs through its network of investment adviser representatives.

Breanna Kalinowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Primerica Advisors since 2010 and has prior experience in the food service industry. Outside of her advisory role, she works as an Instacart shopper and assists clients with insurance and investment updates through a separate investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Albert Wilson is a financial advisor with MassMutual Investors Services holding the CFP® and ChFC® designations and over 34 years of industry experience. He has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research among others. Outside of his advisory role, he is an owner and tax preparer for a tax preparation and planning business and serves as adjutant on the board of an American Legion post. MassMutual 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 programs with a collaborative, goal-focused approach using firm-approved analytical tools.

Elizabeth Kuna is a financial advisor with Raymond James Financial in Wilkes Barre, PA, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2020. Outside of financial advising, she has been involved with the Greater Pittston YMCA for eight years and is associated with the Tipsy Turtle Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical modeling to support client goals and maintains a range of advisory programs and specialized services in public finance and employer retirement solutions.

Tricia Zelinka is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

George Oberg is a financial advisor at Edward Jones in Dallas, PA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Kelli Lyons Stevens is a financial advisor at Osaic with 26 years of industry experience and holds Series 63 and Series 65 licenses. She has previously worked at American Portfolios Financial Services and BCG Securities. In addition to her advisory role, she operates an insurance agency focused on life insurance and fixed business products not available through her firm. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning and managed account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

John Joseph Gustin is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2019. He focuses on areas including retirement and estate planning, family wealth preservation, and business succession strategies. He provides services related to employee benefits planning, portfolio management, tax minimization, small business strategies, and retirement income. John Joe also works with endowments, foundations, and nonprofit organizations in the greater Scranton/Wilkes-Barre area. He holds a bachelor's degree from the University of Scranton and the professional designation of Personal Investment Advisor (PIA). He is affiliated with Merrill Lynch Wealth Management as part of his professional activities. John Joe serves on two local nonprofit boards, coaches baseball, and is a guardian for an elderly family member with dementia, reflecting his involvement in the community. He resides in Scranton, Pennsylvania. John Joe's approach as a financial advisor involves understanding clients' priorities and goals in order to develop strategies for their short-, mid-, and long-term financial objectives. He offers ongoing advice and guidance, integrating investment, banking, credit, home financing, and small business solutions to assist clients comprehensively.

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.