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 at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at M&T Securities, Inc. and Met Bank from 1998 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 at LPL Financial with 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 37 years, followed by Cadaret, Grant & Co., Inc. for two years. Barrasse serves as the mayor of Clarks Green, PA, in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.

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 who holds a Series 63 designation and has 45 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 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 plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 joining LPL Financial, she worked at Gerrity's Supermarkets for five years. Outside of her advisory role, Emiliani has part-time employment with Rhythm Fitness LLC. 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 broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Goldsack is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he was involved with Novo Hill Real Estate starting in 2013. He co-hosts a business podcast where he interviews business owners about their industries and life stories. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and operates under a fiduciary standard, with a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Laura Sporcic is a financial advisor with LPL Financial in Clarks Summit, PA, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at OSAIC and SagePoint Financial, and she has been associated with Stockdale Financial Group since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

James Oboyle is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including 18 years at Met Life Securities and over a decade with MassMutual-related firms. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative planning processes.

Richard Doeringer is a ChFC®-designated financial advisor with 40 years of industry experience. He is currently affiliated with Cetera and co-owns RDDM Investments LLC, a financial services firm. In addition to his advisory roles, he has worked as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance since 1986. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Stephen Rosenthal is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since May 1997. He brings over 26 years of experience in wealth management, business financing, and corporate retirement plans. In his role, Stephen focuses on wealth management planning, investment management, and corporate retirement plans, offering services that include portfolio management, corporate benefits, executive services, divorce transition planning, and personal retirement planning. Stephen is a qualified Portfolio Manager and a Retirement Benefits Consultant. He manages personalized investment strategies that may involve individual securities, Merrill model portfolios, and third-party strategies, applying a disciplined and customized approach to help clients meet their financial goals. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Accounting from the University of Pittsburgh. Stephen is actively involved in his community, serving as a Board member of Wyoming Seminary College Preparatory School and The Jewish Home of Eastern Pennsylvania. His past leadership roles include serving as President of the Osterhout Free Library, Seligman J. Strauss Lodge #139 B'Nai B’rith, and the Wyoming Seminary Alumni Counsel. He is also a graduate of the 2003 Core Leadership Wilkes Barre Program.

William Mulligan III is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. His prior roles include work at The O.N. Equity Sales Company and Levy Realty Group. Outside of his advisory work, he teaches driver education through NCC Drivers Education. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Heather Kuhn is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney and Functional Connections. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Bernard Fagnani is a financial advisor with Cetera, holding a PFS™ designation and Series 63 license, and has 27 years of industry experience. He has been associated with Cetera and its related entities since 1999 and also operates a CPA practice that he has managed since 1974. Additionally, he is involved in a firearms business and works as an insurance agent selling health products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports a large network of advisors with access to various program structures, custodial relationships, and third-party money managers.