Alec Rodway is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America. Outside of finance, he is involved in media and entertainment activities such as video editing, event hosting, and DJing, as well as streaming on Twitch. 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. The firm uses a structured planning process with firm-approved tools and offers a range of retail and institutional investment solutions.

Joseph Barrasse is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenure at Prudential Insurance Company of America and Pruco Securities, LLC, followed by roles at Cadaret, Grant & Co., Inc. and LPL Financial. Barrasse serves as mayor of Clarks Green Borough in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and retirement solutions, supported by technology and a large network of advisors.

Serena Durdach is a financial advisor with Cetera holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Keller Williams Real Estate and the floral business Gorgeous Floral. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Rosemary Caffrey is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 46 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2016, and previously at Wells Fargo Clearing from 2011 to 2016. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports client implementation through its advisory programs and affiliated firms.

Scott Hartshorn is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Peter Salvatori is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and two years of industry experience. He has worked at MML Investors Services since 2024 and also has experience with MassMutual Life Insurance Co. since 2022. Outside of financial advising, he is the president and owner of Northeast Casket Sales, Inc., a wholesale casket business he has operated since 2001. MML Investors Services, LLC 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 emphasizes event-driven planning services such as estate settlement and employer-sponsored programs.

Maria Emiliani is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to her advisory role, she worked at Gerrity's Supermarkets for five years. Outside of her advisory work, Emiliani is employed part-time at Rhythm Fitness LLC. 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 and access to model portfolios, with a focus on combining scale and technology in support of its large network of advisors.

Luke Randall is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at OSAIC, SagePoint Financial, Inc., and Stockdale Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Brian Goldsack is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he was involved with Novo Hill Real Estate starting in 2013. He co-hosts a business podcast where he interviews business owners about their industries and life stories. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and operates under a fiduciary standard, with a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Laura Sporcic is a financial advisor with LPL Financial in Clarks Summit, PA. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at OSAIC and SagePoint Financial, Inc., as well as ongoing involvement with Stockdale Financial Group since 2022. 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, third-party asset management, and institutional platforms.

James Oboyle is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including 18 years at Met Life Securities and over a decade with MassMutual-related firms. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative planning processes.

William Mulligan III is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. He has worked at several firms including The O.N. Equity Sales Company and is active as a driving instructor and a realtor through Levy Realty Group. Mulligan also operates Mulligan Financial Services, where he is involved in selling insurance and fixed annuities. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account programs and third-party investment solutions.

Bernard Fagnani is a financial advisor with Cetera, holding a PFS™ designation and Series 63 license, and has 27 years of industry experience. He has been associated with Cetera and its related entities since 1999 and also operates a CPA practice that he has managed since 1974. Additionally, he is involved in a firearms business and works as an insurance agent selling health products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports a large network of advisors with access to various program structures, custodial relationships, and third-party money managers.

Kathleen Buck is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Cheryl Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked extensively with Avantax Advisory Services and related entities for over two decades. Lewis has held leadership roles in regional tax and accounting professional organizations and operates a CPA consulting practice providing accounting, tax, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a variety of portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Matthew Kempinski is a Series 66-registered financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Prudential Financial/LPL Enterprise and spent fourteen years at Talen Energy/PPL Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment management entities.

Melissa Simrell is a CFP® professional with 19 years of experience in the financial industry. She is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. Outside of her advisory role, she is the sole owner of a real estate investment business based in Scranton, PA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and options for implementation.

Joshua Bradley serves as a Resident Director at Merrill Lynch Wealth Management. Since 2001, he has been providing financial advisory services to individuals and businesses, focusing on areas such as corporate benefits, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. He works with clients to identify their priorities, develop tailored strategies, and manage investment capital to meet their financial goals. Bradley holds a Bachelor's Degree in Finance and Marketing from Wilkes University and maintains the professional designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is recognized as a member of the DiMattio Bradley team, which was named to the 2026 Forbes "Best-in-State Wealth Management Teams" list. In addition to his professional commitments, he contributes to the community through local baseball coaching. Joshua Bradley resides in Scranton, Pennsylvania, with his wife and their two children.

Kim Reuther is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, Reuther serves as a basketball official. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s approach includes structured planning tools and models to help clients assess outcomes, while clients retain responsibility for implementing and updating their plans.

Brian Corbett is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, Merrill, and Oppenheimer. Outside of his advisory work, he holds a 10% ownership stake in 1856 Capital Partners LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, leveraging proprietary research and tools to deliver tailored recommendations across various financial needs.