Vincent Rocco is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. Since 2014, he has also served as a professor at the University of Scranton. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a wide range of investment offerings.

Vitangelo Recchia is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides event-driven planning programs such as estate-settlement and employer-sponsored planning.

Russell Goodman Jr. is a financial advisor with Ameriprise in Wilkes-Barre, PA, holding Series 66 and Series 63 credentials and 27 years of industry experience. He has worked with Ameriprise and its affiliates since 2000. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning with tax-aware withdrawal strategies.

James Teeple Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at SagePoint Financial, Inc. for seven years and OSAIC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Mark Korlishin is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets beginning in 1999. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Logan Buglio is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He also serves as a deputy coroner for Luzerne County and works as an assistant at a family funeral home. In addition, Buglio is a self-employed musician, performing as an organist at several local churches. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and various portfolio management options.

Rebecca Bartuska is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she teaches middle school science at Agora Cyber Charter School. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Victor Matthews Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has been involved in investment-related real estate ownership in Hanover Township, PA. Ameriprise is an institutional firm that offers retirement-income planning services for high-net-worth individuals, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team in partnership with financial advisors, emphasizing assets held in Ameriprise-managed accounts.

William Walsh is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial in Kingston, PA. Prior to joining LPL Financial and Fidelity Bank in 2025, he worked at Empower Advisory Group and Empower Financial Services, Inc., and spent six years at T. Rowe Price. He has a background in university recreational sports administration and collegiate employment at Loyola University Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Michael Eastburn is a financial advisor with Wells Fargo Advisors in Clarks Summit, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also fully involved in running Eastburn Wealth Management, LLC, an advisory firm he owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individual, trust, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Ryan Hinkle is a financial advisor at Morgan Stanley with one year of industry experience. His background includes service in the U.S. Army from 2017 to 2021. He holds a Series 66 designation. 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 planning process supported by firm-approved tools and market outlook models.

Stacey Wyandt is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience providing wealth management services to affluent families, accomplished professionals, and successful business owners. Stacey focuses on helping clients develop personalized wealth management plans that align with their life priorities and goals. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Stacey holds a Bachelor's Degree from Indiana University of Pennsylvania and is a Personal Investment Advisor (PIA). She is also involved with professional and community organizations such as Shriners International - Irem Shriners, Wyoming Valley YMCA, and Wyoming Valley YMCA Camp Kresge. Outside of her professional work, Stacey enjoys cooking, golfing, hunting, reading, and spending time with her family.

Drew Patton is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and began his professional career at MassMutual Life Insurance Company in 2024. Patton completed his studies at Niagara University in 2023. MassMutual 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 collaborative, annual planning engagements using firm-approved software and focuses on recommending investment categories and strategies.

Roxanne Flannery is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney 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 wide range of advisory programs and tailored financial planning supported by proprietary tools and research methods.

Joseph Karcutskie is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Bank of America, Merrill, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

Robert King is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, and offers both direct client planning and Corporate Financial Planning agreements.

Gary Swartz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo firms since 2009, currently serving at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member of the Luzerne County Planning Commission in Wilkes-Barre, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Youngman is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the field. He specializes in areas such as college education planning, corporate executive services, divorce transition planning, liquidity management, managing new wealth, and retirement income. His practice emphasizes personal client service combined with long-term investment planning, aiming to understand clients' financial goals and provide straightforward advice. Charles holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Shippensburg University. His professional affiliations include serving as a Dallas Borough Councilman and as a member of the Board of Trustees for the Greater Wyoming Valley YMCA. He has been involved in his community through various roles and has a background as a former business owner. His client-focused approach is supported by a disciplined investment management process designed to provide peace of mind to his clients.

Brian Kuhns is a financial advisor with Ameriprise in Scranton, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marianne Lyons is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 33 years of industry experience, including 15 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and over three decades as a self-employed professional. In addition to her advisory work, she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.