John Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is associated with Lewis Wealth Management, a DBA based in Scranton, Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven investment approaches.

Christopher Yurkanin is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He previously worked at Avantax Advisory Services and holds ownership roles in an accounting and tax preparation firm, Yurkanin & Zabriski, P.C., where he provides tax planning, preparation, and representation services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad range of clients including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of advisors.

Richard Pascoe is a Series 63-licensed financial advisor with Raymond James Financial in Kingston, PA, having 39 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he owns a tax preparation service in Plymouth, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Joseph Esposito is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Esposito serves on the Board of Directors and Finance/Investment Committee at Luzerne County Community College and has involvement with the Exeter Borough Council in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeffrey Flynn is a Series 65-licensed financial advisor at Fisher Investments with 12 years of industry experience. He has worked at Fisher Investments since 2013 with a one-year tenure at Fallline Securities in between. Outside the financial industry, he is a passive investor in a property business with family involvement. Fisher Investments serves a global client base, including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment process that incorporates both quantitative and qualitative research.

Ronald Mead Jr. is a financial advisor with Mass Mutual Investors Services in Kingston, PA, holding CFP® and ChFC® designations and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2010. Outside of his advisory role, he is the CEO of LoanOwl, an education service focused on student loan repayment strategies, and owns Absolute Benefits Group LLC, an insurance-related business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as ongoing collaborative relationships.

Leigh Schield is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Morgan Stanley in 2020, Schield worked at Prudential Retirement Services and spent significant time as a homemaker. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services that combine broad retail and institutional capabilities.

Jennifer Denapoli is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and bringing 18 years of industry experience. Her prior roles include positions at Cambridge Investment Research and Charles Schwab. Outside of finance, she is involved with the Linn McDonald School of Dance in Scranton. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to assist clients in making informed decisions.

Karen Kratz is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch from 2014 to 2021 before joining Wells Fargo Advisors Financial Network in 2021. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions by offering comprehensive investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. Advisors use firm research and tools to develop tailored recommendations, which clients may implement through various firm programs.

Cindy Brink is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools in its financial planning services.

Tyler Matechak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Park Avenue Securities and Financial Growth Partners. Prior to entering the financial industry, his background includes roles in logistics and manufacturing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Kristin Mccann is a Senior Financial Advisor with Merrill Lynch Wealth Management. She partners with clients to develop personalized wealth management strategies that reflect their unique financial goals and changing market conditions. Kristin emphasizes a collaborative approach that goes beyond investment portfolios, focusing on defining what matters most to each client as they prepare for various life stages. Her expertise centers on guiding clients through seven key life priorities: family, finances, health, home, leisure, work, and giving. With an understanding that financial journeys are rarely linear, she assists individuals in navigating life’s changes while maintaining alignment with their long-term objectives. Kristin holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kristin earned a high school diploma from Bishop Hannan and a bachelor’s degree from Marywood University. Outside of her professional work, she enjoys drawing, sketching, painting, photography, golfing, reading, and spending time with her family.

Robert Berkowitz is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for three years and spent sixteen years at East Stroudsburg University. 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, using collaborative, software-supported approaches to help clients with a range of event-driven and ongoing planning needs.

Laura Dunn is a financial advisor with Merrill in Wilkes Barre, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Bank of America, EI Capital Distributors, and CION Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Armando Sallavanti is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of his advisory role, he owns Sallavanti Consulting LLC, where he facilitates a group of financial advisors and advises on marketing decisions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment and planning programs.

Eric Hosie is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial in Wilkes-Barre, PA. His prior experience includes roles at M&T Securities from 2009 to 2021 and M&T Bank since 2021. Outside of his advisory work, he serves as an adjunct professor at the University of Scranton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and model portfolios.

Esther Miller Smith is a financial advisor with LPL Enterprise in Warrington, PA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Lincoln Investment, Pruco Securities, LLC, and The Prudential Insurance Company of America. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Mark Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years at Woodbury Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christian Cerra is a financial advisor with Charles Schwab & Co., Inc., holding Series 65 and Series 66 licenses and eight years of industry experience. His prior work history includes roles at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm utilizes a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Dana Ward is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc. and Bednarz Financial Group, where he continues his affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, proprietary research, and third-party subadvisors.