Jordan Ubertini is a Senior Financial Advisor and the founder and leader of The Ubertini Group, a boutique wealth management team within Merrill Lynch Wealth Management. He has been working in wealth management since 2007 and develops personalized strategies for multi-generational families, entrepreneurs, corporate executives, and founders. Jordan and his team also provide investment consulting services for nonprofit organizations and institutional retirement clients using philanthropic solutions and retirement benefits platforms offered by Merrill and Bank of America. His expertise includes managing key wealth events such as liquidity events, business transitions, concentrated equity positions, and asset and value transfers to the next generation. Jordan also leads the practice's institutional consulting work, advising nonprofit organizations, foundations, and corporate retirement plan sponsors on investment policy, governance, manager selection, and fiduciary oversight. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Plan Fiduciary Advisor® (CPFA®) designation. Jordan earned a Bachelor of Science in Finance with a minor in International Business Studies from the University of Delaware's Alfred Lerner College of Business and Economics. He has held leadership roles in his community, including as past President of the Honesdale Rotary, board member of the Honesdale Area Jaycees, and current director of the Wayne Highlands Little League. He lives in Northeastern Pennsylvania with his wife and four children.

Terry Swartzentruber is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee return estimates and Monte Carlo simulations as part of its advisory process.

Elizabeth Cordiano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at WELLS FARGO Advisors, LLC earlier that year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Jenkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Karen Bieniecki is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC 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 variety of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Timothy Rose is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning through structured discovery conversations and firm-approved planning tools while managing approximately $2.74 trillion in client assets.

William Bender II is a financial advisor with Wells Fargo Advisors based in Scranton, PA, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services LLC, Bank of America, NA, and Merrill. He is also a 25% owner of 1856 Capital Partners LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, delivering tailored recommendations using proprietary research and planning tools.

Gregory Jones is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at M&T Securities since 1998 and joined LPL Financial in 2021. 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 research and operational tools.

David Hummel is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and a Series 63 license, with 40 years of industry experience. He previously worked at Metlife Securities Inc. for over three decades before joining Mass Mutual. In addition to his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with educational seminars.

Jeremy Schutz is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, JPMorgan Securities LLC, and JPMorgan Services Inc. Schutz is also associated with Fidelity Bank. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Peter Suhosky II is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Andrew Phillips is a financial advisor with J.P. Morgan Securities in Wilkes Barre, PA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and Wells Fargo Bank, NA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Ashley Hules is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked with NBT Bank, N.A. since 2018 and previously with The Prudential Insurance Company of America and Pruco Securities LLC from 2016 to 2018. Outside of advisory services, she is involved with the NBT Insurance Agency. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

William Amesbury is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Amesbury serves on the boards of the Zach Kollar Memorial and Luzerne County Child Advocacy Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides clients with tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Kolojejchick Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2016. His prior experience includes roles at Peoples Security Bank and Trust, Vicus Capital, Inc., and Walnut Street Advisers Inc. He is also affiliated with Ash Brokerage for non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and institutional platforms, supported by technology tools for operational and research purposes.

Lauren Kayrish is a CFP® professional with 15 years of industry experience, currently affiliated with Raymond James Financial in Kingston, PA. She has previously worked with Richard A. Pascoe Financial Services and Choice One Community Federal Credit Union. In addition to her advisory role, Kayrish is involved in tax preparation as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs including municipal finance and SIMPLE IRA advisory services.

Robert Bucci is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Triad Advisors, Inc., Cincinnati Analysts, Inc., and Guardian Life. Bucci also engages in a non-variable insurance business in Pittston, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Moxen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. His prior experience includes positions at Mass Mutual Investors Services, MetLife Securities/MSI Financial, and Park Avenue Securities. He is also an independent insurance agent with C3 Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Erin Oravic is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has held roles at Morgan Stanley since 2018 and previously worked at Ameriprise Financial Services, Wilkes University, Wyoming Valley Country Club, and S&J Grocery & Deli. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and analytical tools but typically does not include individual security recommendations in standalone financial plans.

Daniel Chaump is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney, Inc. since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.