Jeremy Geadrities is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Prudential Investment Management Services, Prudential Insurance Company of America, and Gwfs Equities, Inc. 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, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Shane Hart is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, following previous roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is also the owner of Hart Ventures LLC, an entity established for potential future business operations that is currently inactive. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational and supervisory infrastructure.

Neal Deangelo III is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 credential and previously worked at Tri Mountain Ventures, LLC. Outside of his advisory role, he is involved in managing a private investment firm focused on a fine arts practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Torie Yoder is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Thrivent Financial for Lutherans since 1996 and Thrivent Investment Management since 2005. Outside of her advisory role, she is involved in maintaining a residential rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing approach while maintaining separate services.

Christopher Manci is a financial advisor with LPL Financial in Tunkhannock, PA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Nationwide Securities and 1717 Capital Management Company. He is also involved in insurance services through Manci Insurance Services, LLC, which he owns and operates. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

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.

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.

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.

Rebecca Bartuska is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she teaches middle school science at Agora Cyber Charter School. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations, supported by a centralized consulting team and algorithmic tools.

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.

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.

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.

William Walsh is a CFP®-designated financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has prior experience at firms including T. Rowe Price and Empower Advisory Group. Walsh has also worked at Loyola University Maryland in recreational sports and held roles at Fidelity 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 offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools and a broad non-advisory financial platform.

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.

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.

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.

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.

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.

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.

Ryan Hinkle is a financial advisor at Morgan Stanley with one year of industry experience. His background includes service in the U.S. Army from 2017 to 2021. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.