Mary Mcevoy Dockeray is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively. She previously worked at Citigroup Global Markets starting in 1993. Outside of her advisory role, she is associated with Netmanage LLC in Shavertown, Pennsylvania. 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 provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eileen Song is a financial advisor with Edward Jones in Wilkes Barre, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Mark Carey is a financial advisor with Mass Mutual Investors Services in Kingston, PA, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. His work history includes over a decade at MML Investors Services and MassMutual, alongside ownership and sales roles at Carey Insurance Agency since 2005. He is also involved with Torquato Drilling Accessories, Inc., overseeing sales and operations. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including asset management and educational seminars.

Edward Katarsky Jr. is a financial advisor with Ameriprise in Wilkes-Barre, PA, holding the CFP® and Series 63 designations and bringing 47 years of industry experience. He has been with Ameriprise and its predecessor firms since 1978. Outside of his advisory role, he serves as Vice-Chairman on the Board of Directors for the Wilkes-Barre Parking Authority. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

Mark Katarsky is a financial advisor with Ameriprise in Wilkes-Barre, PA, holding a Series 66 designation and having 21 years of industry experience. He has worked with Ameriprise and its affiliates since 2004. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Joseph Aliciene Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has extensive experience in accounting and tax preparation, owning and managing multiple related businesses including Aliciene Tax & Financial Solutions LLC and Downs & Aliciene Accountants and Financial Service. Aliciene also serves as treasurer for the Slocum Estates Homeowners Association and is a board member of the Wyalusing Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management and financial planning options, supporting both discretionary and non-discretionary account management.

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.

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 Merrill Lynch in 2012 and focuses on estate planning, business succession planning, and family wealth preservation, growth, and transition. Mathew works with businesses, business owners, and wealthy families to understand their wealth goals, efficiently invest and manage their wealth, and plan for multi-generational legacy. Mathew holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Exit Planning Advisor designation from the Exit Planning Institute and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. He is a graduate of Dickinson College. His client focus areas include family wealth management strategies, legacy and philanthropic planning, portfolio management, personal retirement planning, small business strategies, and tax minimization. Beyond his professional role, Mathew 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. He also participates in organizations such as the Seven Loaves Soup Kitchen and Abington Youth Basketball. Mathew resides in South Abington Township with his wife Nicole and their three children. His personal interests include baseball, basketball, cooking, football, golfing, refereeing, and spending time with his family.

David Morris is a financial advisor with LPL Financial in Clarks Summit, PA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at OSAIC and SagePoint Financial, with over a decade associated with Stockdale Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

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.

Anthony Biscotto is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at M&T Securities, Inc. and Met Bank from 1998 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Nixon is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked previously at Avantax Advisory Services, Baker Tilly US LLP, and Wilkes University. Nixon is based in Wilkes Barre, PA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joseph Barrasse is a financial advisor at LPL Financial with 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 37 years, followed by Cadaret, Grant & Co., Inc. for two years. Barrasse serves as the mayor of Clarks Green, PA, in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.

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.

Rosemary Caffrey is a financial advisor with Raymond James Financial Services Advisors Inc. in Clarks Summit, PA, holding a Series 63 designation and 45 years of industry experience. She has worked with Raymond James since 2016. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers non-discretionary, tailored advisory services including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and has a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

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.

Laura Sporcic is a financial advisor with LPL Financial in Clarks Summit, PA, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at OSAIC and SagePoint Financial, and she has been associated with Stockdale Financial Group since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Stephen Rosenthal is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since May 1997. He brings over 26 years of experience in wealth management, business financing, and corporate retirement plans. In his role, Stephen focuses on wealth management planning, investment management, and corporate retirement plans, offering services that include portfolio management, corporate benefits, executive services, divorce transition planning, and personal retirement planning. Stephen is a qualified Portfolio Manager and a Retirement Benefits Consultant. He manages personalized investment strategies that may involve individual securities, Merrill model portfolios, and third-party strategies, applying a disciplined and customized approach to help clients meet their financial goals. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Accounting from the University of Pittsburgh. Stephen is actively involved in his community, serving as a Board member of Wyoming Seminary College Preparatory School and The Jewish Home of Eastern Pennsylvania. His past leadership roles include serving as President of the Osterhout Free Library, Seligman J. Strauss Lodge #139 B'Nai B’rith, and the Wyoming Seminary Alumni Counsel. He is also a graduate of the 2003 Core Leadership Wilkes Barre Program.