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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

Dunmore, PA

LPL Financial

Katherine Oven is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Ameritas. Outside of her advisory role, she serves as Vice President of the Dunmore Borough Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by extensive research and technology.

College savings (529s, UTMA, etc.)
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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 at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments, Grove Point Advisors, and H Beck, Inc. Outside of his advisory work, he serves as a school board director for Lackawanna Trail School District and acts in a fiduciary capacity for an estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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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 having 16 years of industry experience. He has worked with LPL Financial since 2022 and previously with Cuna Mutual Group and Cuna Brokerage Services, Inc. outside of routine investment-related activities. 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 advisors, offering financial planning, advisory programs, retirement consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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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 designations. Prior to joining LPL Financial in 2026, he worked at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance Company, Park Avenue Securities, First National Bank of Pennsylvania, and in the automotive industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to research and model portfolios.

College savings (529s, UTMA, etc.)
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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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Justin P

Series 63, Series 65

Peckville, PA

Mass Mutual Investors Services

Justin Patchcoski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Metlife Securities since 2010. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. 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, employing analytical tools like Monte Carlo simulations and automated asset allocation to support its 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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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 23 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked with Axa Advisors, LLC. 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 serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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. He is currently affiliated with LPL Financial and has prior experience at Cadaret, Grant & Co., Inc. and Strategic Planning Associates, LLC. Outside of his advisory work, he serves on the board of the Valley View Cougar Kickoff Club, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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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 credentials and bringing eight years of industry experience. Her prior roles include positions at Santander Bank, Santander Securities, Valley National Investments, First Keystone Bank, and Infinex Investments. She also serves as a notary for the Eastern Monroe Public Library. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios, research, and advanced technologies.

College savings (529s, UTMA, etc.)
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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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Nadine B

CFP®, Series 66

Dickson City, PA

Ameriprise

Nadine Bartkowski is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a stockholder in a family-owned Sub S corporation that operates two bowling alleys. Ameriprise is an institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeremy P

Series 63, Series 66

Carbondale, PA

Cetera

Jeremy Patten is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Cetera and its affiliated entities since 2016. He serves as treasurer for the Masonic Hall Association of Honesdale, overseeing the organization's financial duties. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and approximately 800,000 clients. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform and various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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