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.

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.

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.

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.

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.

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.

Stacey Wyandt is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience providing wealth management services to affluent families, accomplished professionals, and successful business owners. Stacey focuses on helping clients develop personalized wealth management plans that align with their life priorities and goals. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Stacey holds a Bachelor's Degree from Indiana University of Pennsylvania and is a Personal Investment Advisor (PIA). She is also involved with professional and community organizations such as Shriners International - Irem Shriners, Wyoming Valley YMCA, and Wyoming Valley YMCA Camp Kresge. Outside of her professional work, Stacey enjoys cooking, golfing, hunting, reading, and spending time with her family.

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.

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.

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.

Drew Patton is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and began his professional career at MassMutual Life Insurance Company in 2024. Patton completed his studies at Niagara University in 2023. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and focuses on recommending investment categories and strategies.

Roxanne Flannery is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by proprietary tools and research methods.