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Timothy L

Series 63, Series 66

Tunkhannock, PA

Edward Jones

Timothy Laur II is a financial advisor with Edward Jones in Tunkhannock, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages a nonprofit soccer program and serves as president of an investment property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including managed solutions and separately managed accounts, with a nationwide network of over 23,700 financial advisors and approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Patrick I

Series 63, Series 65

Scranton, PA

LPL Financial

Patrick Iannetta is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. His career includes roles at Prudential Insurance Company of America and Prudential Investments Management Services LLC from 2001 to 2022, followed by positions at Empower Financial Services, Inc and Empower Advisory Group. Since 2024, he has worked at LPL Financial and The Fidelity Deposit & Discount Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning and investment services through a large network of advisors, offering a variety of managed portfolios and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Logan B

Series 66

Pittston, PA

LPL Financial

Logan Buglio is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles in public service and community engagement, notably serving as deputy coroner for Luzerne County and working at the family-run Krapf & Hughes Funeral Home. He is also active as a self-employed musician, serving as an organist at various local churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support a broad network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Victor M

Series 63, Series 65

Trucksville, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Katherine O

Series 65, Series 63

Scranton, PA

LPL Financial

Katherine Oven is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked with firms including Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Ameritas. Outside of her financial advisory role, she serves as Vice President of the Dunmore Borough Council. 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 and investment management solutions supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan M

Series 63, Series 65

Scranton, PA

Merrill

Ryan Mcgee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on personal retirement planning, portfolio management services, and retirement income solutions tailored to clients' individual goals. Ryan holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Susquehanna University. He emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Outside of his professional work, Ryan enjoys biking, fishing, football, hiking, traveling, and spending time with his family.

General retirement planning Retirement income strategy Income planning Wealth management
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Stacy M

Series 66

Scranton, PA

Merrill

Stacy Macgregor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in 2008 as a client associate, working alongside and mentored by her parents, both financial advisors. Encouraged to pursue the role herself, Stacy now provides financial advisory services to a multi-generational client base, including many early clients and their descendants. Her advisory approach centers on delivering "sensitive and sensible" financial guidance that prioritizes client relationships alongside portfolio management. Stacy focuses on understanding life priorities such as home, health, family, and philanthropy to tailor financial strategies that simplify and clarify complex wealth matters. Her client expertise includes education planning, legacy planning, personal retirement planning, and addressing the financial needs of women. Stacy holds the Chartered Retirement Planning Counselor™ (CRPC) designation and the Personal Investment Advisor (PIA) credential. She earned a Bachelor’s degree in Psychology from the University of South Florida. Residing in Waverly, Pennsylvania, Stacy enjoys cooking, traveling, and spending time with her family. She and her husband support various community organizations.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Women Professionals
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Brendan D

Series 66

Dalton, PA

LPL Financial

Brendan Dwyer is a financial advisor with LPL Financial in Dalton, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H Beck, Inc. He serves as a school board director for the Lackawanna Trail School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael E

Series 63, Series 65

Clarks Summit, PA

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James V

Series 63, Series 66

Scranton, PA

LPL Financial

James Vanwert III is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at Cuna Mutual Group and Cuna Brokerage Services, Inc. He is involved in operating a related business under PenFed Wealth Management affiliated with his LPL activities. 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 services including financial planning, model portfolios, and access to third-party asset managers, supported by both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian W

Series 63, Series 66

Blakely, PA

LPL Financial

Brian Weber is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, Park Avenue Securities, and First National Bank of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers access to model portfolios, third-party asset management, and various institutional platforms, supported by advanced research tools and a broad array of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alan W

Series 63, Series 66

Scranton, PA

Wells Fargo Advisors

Alan Whitaker is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, Whitaker participates in several investment-related ventures, including executive decisions at Cedar and Holly LLC and managing operations at Art & Alan LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop individualized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ronald Y

Series 63, Series 65

Scranton, PA

Merrill

Ronald Yanoski is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 31 years of experience focused on goals-based planning and retirement planning for families and business owners. He specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Ronald works closely with clients to develop personalized financial plans that reflect their unique ambitions and priorities. He holds a Bachelor’s Degree from the University of Scranton and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ronald is a lifelong resident of the Scranton area and is actively involved in his community, contributing to local animal shelters, youth sports, and the Italian American Heritage Society. Outside of his professional work, Ronald enjoys baseball, camping, cooking, football, golfing, music, sewing, woodworking, traveling, and spending time with his family.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Family Business Founder/Business Owner
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Steven D

Series 66

Waverly, PA

Equitable Advisors

Steven Deriancho is a financial advisor with Equitable Advisors in Waverly, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors, LLC for 17 years. Outside of his advisory role, Deriancho serves as a board member and coach for the Abington Area Girls Softball League and is a board member of LifeCraft Sciences, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of investment programs and third-party managers, focusing on matching clients to appropriate advisory models and offering ERISA fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Anthony L

Series 66

Moosic, PA

Mass Mutual Investors Services

Anthony Lima is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His work history includes roles at MML Investors Services LLC and Mass Mutual Life Insurance Company/MMGP since 2024, along with prior experience in various positions from 2016 to 2024. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and structured annual planning relationships to deliver goal-based recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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David G

Series 63, Series 65

Scranton, PA

Morgan Stanley

David Grudkowski is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Thomas F

CFP®, Series 63, Series 65

Blakely, PA

LPL Financial

Thomas Fiorelli III is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025 and has operated Strategic Planning Associates, LLC since 2007. Fiorelli also serves on the board of the Valley View Cougar Kickoff Club, a nonprofit organization. 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 through a large network of advisors, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Julie C

Series 63, Series 65

Pittston, PA

LPL Financial

Julie Clementi is a financial advisor with LPL Financial in Pittston, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Community Bank, First Keystone Bank, Infinex Investments, Valley National Investments, Santander Securities, and Santander Bank. Outside of her advisory work, she serves as a notary for the Eastern Monroe Public Library. 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 and investment management solutions, utilizing both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler A

Series 66

Moosic, PA

Mass Mutual Investors Services

Tyler Armillay is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2024. Prior to joining the financial sector, he worked in academic roles at Endicott College and Assumption College. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, and other clients by providing financial planning, asset management, and educational seminars through collaborative, annual engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kevin B

Series 66

Scranton, PA

Wells Fargo Advisors

Kevin Bender is a financial advisor at Wells Fargo Advisors in Scranton, PA, holding a Series 66 license with 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning options that include specialized areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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