Jude Stambone is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at LPL Financial since 2011, with prior roles at Cadaret, Grant & Co., Inc. and Wells Fargo Clearing. He is also associated with Stambone Financial, a separate business activity. 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 through a large network of investment adviser representatives.

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.

Patrick Lenahan III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Berkeky Street LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

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.

Chris Prater is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding a Series 66 license and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and at Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is involved in a trust-related business in Shavertown, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery and analytical tools, and manages approximately $2.74 trillion in client assets.

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.

Shay Gillen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Their background includes roles at Lee University and running a soccer training business. Outside of advising, Shay has been involved in youth soccer activities, including working with Soccer Shots. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual reviews.