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 with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and having 31 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2024, Kim worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2024. Outside of finance, Kim serves as a basketball official and is a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Brian Corbett is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Wells Fargo Advisors, having previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Corbett has a minority ownership interest in 1856 Capital Partners LLC, an investment-related business based in Scranton, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

George Oberg is a financial advisor at Edward Jones in Dallas, PA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Dustin Bender is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he holds a 25% ownership interest in 1856 Capital Partners LLC, where he dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored client recommendations.

Kelli Lyons Stevens is a financial advisor at Osaic with 26 years of industry experience and holds Series 63 and Series 65 licenses. She has previously worked at American Portfolios Financial Services and BCG Securities. In addition to her advisory role, she operates an insurance agency focused on life insurance and fixed business products not available through her firm. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning and managed account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Timothy McMullen is a Senior Financial Advisor based in the Scranton, PA office of Merrill Lynch Wealth Management. With over 27 years of experience in the financial services industry, he specializes in financial planning, portfolio construction, and management. Tim focuses on goals-based planning to assist clients in achieving their financial objectives for themselves, their families, and organizations. Tim holds a Bachelor of Science degree in Finance with a minor in History from the University of Scranton and is a qualified Portfolio Manager. His expertise spans wealth management, banking, financing, and institutional investment management. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Beyond his professional role, Tim volunteers teaching economics to eighth-grade students at St. Paul's School in Scranton and serves on the board of Camp Freedom in Carbondale, PA, an organization assisting veterans and first responders with PTSD. He also participates in community organizations including The Friendly Sons of St. Patrick, local historical societies, and is a Knight of the Holy Sepulchre of Jerusalem. Tim resides in Scranton with his wife and three children.

Stephen Selige Jr. is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. He has been with Edward Jones for ten years. Outside of his advisory role, he has an interest in gas royalties through involvement with Expand Energy Corporation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Michael Ricci is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 27 years of industry experience, including 15 years at Lincoln Financial Securities and three years at both MML Investors Services LLC and Mass Mutual Life Insurance Company. Ricci serves as an executive board member of the Boy Scouts of America, where he participates in reviewing operating proposals and voting on organizational procedures. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides a range of planning programs, including estate-settlement and employer-sponsored planning.

Ann Scoda is a financial advisor with Wells Fargo Advisors in Scranton, PA, holding a Series 63 designation and 27 years of industry experience. She has worked within Wells Fargo’s network since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network is a 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, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to tailor client recommendations.

Louis Pettinato is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at Nationwide Insurance and Nationwide Securities LLC for five years before joining LPL Financial in 2018. Outside of his advisory role, Pettinato is involved as an artist and musician with Latin Express. 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 portfolios, and institutional platforms, supported by proprietary research and various operational tools.

Ralph Colo is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following his time at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. Its process involves structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

William Bender is a financial advisor with Wells Fargo Advisors in Scranton, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at Merrill, Bank of America, N.A., and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is co-owner of Sunset View Farm Heritage, LLC, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines research and planning tools with optional brokerage and advisory programs delivered by its network of financial advisors.

Charles Parry is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He is a partner in Bald Mountain Sportsman Club LLC, a converted non-profit hunting club, and serves as a board member for Lakeside Outing Club, a lake association in New Milford, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Conor Malone is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, corporations, and nonprofit organizations achieve their financial goals by addressing their complete financial picture through a disciplined planning and investment process. Conor's approach involves listening carefully to clients, developing and implementing long-term strategies, and continuously evaluating and updating those strategies as circumstances evolve. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA). He is also licensed in Pennsylvania for Health Insurance, Life Insurance, Variable Annuities, and Long Term Care. Conor earned his Bachelor's Degree from Saint Joseph's University and is a member of the Friendly Sons of Lackawanna County. Conor resides in South Abington, Pennsylvania, with his wife, Ellen, and their four children. He is active in the community through organizations such as the Rotary Club of Scranton, Friendly Sons of Lackawanna County, and the Ignatian Volunteer Corps of NEPA. His personal interests include biking, football, golfing, ice hockey, skiing, and spending time with his family.

Nicole Reviello is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 22 years of industry experience. Her prior roles include positions at Merrill, Lincoln Financial Advisors Corporation, and Ameriprise entities dating back to 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Albright is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Advisors and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary account management.

Lisa O'Brien is a CFP® professional with 34 years of experience in the financial industry. She currently works with OSAIC and was previously with FSC Securities Corporation for 14 years. Outside of her advisory work, she owns and manages a business focused on planning strategies. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Kevin Canfield is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1990. In addition to his advisory work, he engages in sales related to individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved analytical tools to develop tailored financial plans without investment discretion, providing event-driven and specialized planning programs.