Mark Carey is a financial advisor with Mass Mutual Investors Services in Kingston, PA, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. His work history includes over a decade at MML Investors Services and MassMutual, alongside ownership and sales roles at Carey Insurance Agency since 2005. He is also involved with Torquato Drilling Accessories, Inc., overseeing sales and operations. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including asset management and educational seminars.

Edward Katarsky Jr. is a financial advisor with Ameriprise in Wilkes-Barre, PA, holding the CFP® and Series 63 designations and bringing 47 years of industry experience. He has been with Ameriprise and its predecessor firms since 1978. Outside of his advisory role, he serves as Vice-Chairman on the Board of Directors for the Wilkes-Barre Parking Authority. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

Mark Katarsky is a financial advisor with Ameriprise in Wilkes-Barre, PA, holding a Series 66 designation and having 21 years of industry experience. He has worked with Ameriprise and its affiliates since 2004. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Thomas Occhipinti is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Private Bank, N.A. since 2026. His prior roles include positions at Pontera, Pump.co, and the Native American Agriculture Fund. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning approach utilizes firm-approved tools and modeling techniques, providing advisory services without individual security recommendations as part of standalone plans.

Mark Zakoski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Peoples Security Bank & Trust since 2016, where he serves as Executive Vice President. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Mark Sutherland is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at METLIFE SECURITIES Inc for 17 years. Outside of his advisory work, he serves as a high school soccer coach. Mass Mutual Investors Services, LLC 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, goal-oriented planning and a range of investment programs.

Jude Leibman is a Wealth Management Advisor with the EH&L Group at Merrill Lynch Wealth Management. He joined Merrill in 2000 and has over two decades of experience in helping clients navigate market volatility and achieve their financial goals. Jude specializes in investment analysis, asset management, and portfolio construction, focusing on tailored strategies that align with clients' risk tolerance, liquidity needs, and long-term objectives. Jude holds several professional credentials including the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute™, and the Chartered Retirement Planning Counselor (CRPC) certification awarded by the College for Financial Planning. He also holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma/GED from Pittston Area. Residing in West Pittston, Pennsylvania with his wife Leslie and their son Curtis Jude, Jude is engaged in community activities and enjoys spending time with his family. His personal interests include football, golfing, ice hockey, music, and swimming.

Kevin Kelly is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds the CFP® and ChFC® designations and worked previously at Pruco Securities, LLC for 26 years before joining LPL Enterprise. Kelly is also involved as a financial advisor with Kelly Asset Management and Prudential focusing on property and casualty. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products, delivering advice primarily through investment adviser representatives using a combination of proprietary research and third-party strategists.

Madison Sickler is a financial advisor with Merrill in Scranton, PA, holding a Series 66 designation. Madison has experience with several firms, including Bank of America, LPL Financial, Fidelity Deposit and Discount Bank, and PennEast Credit Union. Prior to entering the financial industry, Madison worked briefly in legal services and horticulture. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Santarsiero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She joined LPL Financial in 2018 after working with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Joseph Aliciene Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has extensive experience in accounting and tax preparation, owning and managing multiple related businesses including Aliciene Tax & Financial Solutions LLC and Downs & Aliciene Accountants and Financial Service. Aliciene also serves as treasurer for the Slocum Estates Homeowners Association and is a board member of the Wyalusing Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management and financial planning options, supporting both discretionary and non-discretionary account management.

James Paddock is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities. He serves as a committee member and volunteer for the Forty Fort Cemetery Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

John Sweeney Jr. is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Sweeney serves on the Board of Trustees and Finance Committee at the University of Scranton. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and global market analyses.

Christine Ambrose is a financial advisor with Ameriprise in Pittston, PA, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she serves as an agent named in a health care directive or living will. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations primarily focused on assets held in Ameriprise-managed accounts.

Mathew Shaffer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2012 and focuses on estate planning, business succession planning, and family wealth preservation, growth, and transition. Mathew works with businesses, business owners, and wealthy families to understand their wealth goals, efficiently invest and manage their wealth, and plan for multi-generational legacy. Mathew holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Exit Planning Advisor designation from the Exit Planning Institute and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. He is a graduate of Dickinson College. His client focus areas include family wealth management strategies, legacy and philanthropic planning, portfolio management, personal retirement planning, small business strategies, and tax minimization. Beyond his professional role, Mathew is actively involved in his community, serving on the boards of the American Cancer Society, Children's Service Center, and the Wyoming County Chamber of Commerce. He also participates in organizations such as the Seven Loaves Soup Kitchen and Abington Youth Basketball. Mathew resides in South Abington Township with his wife Nicole and their three children. His personal interests include baseball, basketball, cooking, football, golfing, refereeing, and spending time with his family.

Vincent Kubilus III is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2016 and concurrently at Peoples Security Bank & Trust since 2015. Kubilus serves as AVP at Peoples Security Bank & Trust and Peoples National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary management, retirement plan consulting, and access to model portfolios and third-party research.

Christopher Di Mattio is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Invest Financial Corporation for 21 years. Di Mattio is actively involved in several nonprofit organizations, including serving as President of La Festa Italiana, a cultural event in Scranton, and holding leadership roles with local charitable foundations and educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal and third-party teams, with features including strategic asset allocation and tax-aware options.

Timothy Lavelle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and Mass Mutual Life Insurance Company. He has also been involved with LIFS Enterprises, LLC since 2006. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative, annual planning engagements.

William Mcandrew is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at INVEST Financial Corporation for 11 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

David Morris is a financial advisor with LPL Financial in Clarks Summit, PA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at OSAIC and SagePoint Financial, with over a decade associated with Stockdale Financial Group. 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 representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.