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 the firm in 2012 and specializes in estate planning, business succession planning, family wealth preservation, growth, and transition. His client focus includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies among others. Mathew holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Exit Planning Advisor designation from the Exit Planning Institute. He earned his bachelor's degree from Dickinson College. His professional designations also include Personal Investment Advisor, Sports & Entertainment, and Sports & Entertainment Accredited Wealth Management Advisor. He 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. Mathew resides in South Abington Township with his wife Nicole and their three children, Jordan, Logan, and Emma. Outside of his professional role, he has interests in 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 credentials and 14 years of industry experience. He has been with LPL Financial since 2016 and also serves as an AVP and financial advisor at Peoples Security Bank & Trust and Peoples National 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

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 in Dunmore, PA, holding Series 63 and Series 66 credentials and having 33 years of industry experience. His prior firms include INVEST Financial Corporation, Pfic Advisors, Inc., and Vision Asset Management 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 portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

David Morris is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including SagePoint Financial and OSAIC. He also maintains a non-variable insurance business in Clarks Summit, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network with model portfolios, third-party asset management, and institutional platforms, while combining advisory services with a variety of financial products and partnerships.

Alec Rodway is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America. Outside of finance, he is involved in media and entertainment activities such as video editing, event hosting, and DJing, as well as streaming on Twitch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers a range of retail and institutional investment solutions.

Deborah Telesz is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. Her prior roles include positions at Prudential Investment Management Services LLC and Prudential Insurance Company of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Anthony Biscotto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at M&T Securities, Inc. and Met Bank from 1998 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Christopher Nixon is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Avantax Advisory Services, Baker Tilly US LLP, and Lawrence Cable and Company, LLP. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Barrasse is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenure at Prudential Insurance Company of America and Pruco Securities, LLC, followed by roles at Cadaret, Grant & Co., Inc. and LPL Financial. Barrasse serves as mayor of Clarks Green Borough in Pennsylvania. 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, portfolio management, and retirement solutions, supported by technology and a large network of advisors.

Susan Jolley is a financial advisor with Edward Jones in Pittston, PA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent ten years at Wilkes University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Karen Natishan is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Natishan serves as the treasurer on the Luzerne County Community College Foundation Board. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

Rosemary Caffrey is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 46 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2016, and previously at Wells Fargo Clearing from 2011 to 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports client implementation through its advisory programs and affiliated firms.

Scott Hartshorn is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Peter Salvatori is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and two years of industry experience. He has worked at MML Investors Services since 2024 and also has experience with MassMutual Life Insurance Co. since 2022. Outside of financial advising, he is the president and owner of Northeast Casket Sales, Inc., a wholesale casket business he has operated since 2001. MML 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, annual planning engagements using firm-approved software and emphasizes event-driven planning services such as estate settlement and employer-sponsored programs.

Alicia Roback is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. She has worked with Ameriprise since 2013 and has prior experience with Thirty-One Gifts. Outside of her advisory role, she is involved with Hoban Management Corp., where she participates in financial planning and trading activities. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing proprietary research and a range of investment options.

Maria Emiliani is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to her advisory role, she worked at Gerrity's Supermarkets for five years. Outside of her advisory work, Emiliani is employed part-time at Rhythm Fitness LLC. 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 and access to model portfolios, with a focus on combining scale and technology in support of its large network of advisors.