James Paddock is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities. He serves as a committee member and volunteer for the Forty Fort Cemetery Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Deron Glickert is a financial advisor at Edward Jones with 15 years of industry experience and holds Series 63, 65, and 66 designations. His prior roles include positions at Wealth Resources Network and LPL Financial, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of financial advisors and branch offices in the industry.

Christine Ambrose is a financial advisor with Ameriprise in Pittston, PA, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she serves as an agent named in a health care directive or living will. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations primarily focused on assets held in Ameriprise-managed accounts.

Mathew Shaffer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2012 and specializes in estate planning, business succession planning, family wealth preservation, growth, and transition. His client focus includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies among others. Mathew holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Exit Planning Advisor designation from the Exit Planning Institute. He earned his bachelor's degree from Dickinson College. His professional designations also include Personal Investment Advisor, Sports & Entertainment, and Sports & Entertainment Accredited Wealth Management Advisor. He is actively involved in his community, serving on the boards of the American Cancer Society, Children's Service Center, and the Wyoming County Chamber of Commerce. Mathew resides in South Abington Township with his wife Nicole and their three children, Jordan, Logan, and Emma. Outside of his professional role, he has interests in baseball, basketball, cooking, football, golfing, refereeing, and spending time with his family.

Deborah Telesz is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. Her prior roles include positions at Prudential Investment Management Services LLC and Prudential Insurance Company of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew Manfredi is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Manfredi also owns and manages Manfredi and Associates, an advisory business based in Hazleton, PA. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Anthony Biscotto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at M&T Securities, Inc. and Met Bank from 1998 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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.