Robert Swank is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 28 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

Breanna Kalinowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Primerica Advisors since 2010 and has prior experience in the food service industry. Outside of her advisory role, she works as an Instacart shopper and assists clients with insurance and investment updates through a separate investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Kathleen Buck is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Cheryl Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked extensively with Avantax Advisory Services and related entities for over two decades. Lewis has held leadership roles in regional tax and accounting professional organizations and operates a CPA consulting practice providing accounting, tax, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a variety of portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Matthew Kempinski is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Prudential Financial/LPL Enterprise and spent 14 years at Talen Energy/PPL Corporation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Albert Wilson is a financial advisor with MassMutual Investors Services holding the CFP® and ChFC® designations and over 34 years of industry experience. He has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research among others. Outside of his advisory role, he is an owner and tax preparer for a tax preparation and planning business and serves as adjutant on the board of an American Legion post. MassMutual 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 programs with a collaborative, goal-focused approach using firm-approved analytical tools.

Melissa Simrell is a CFP® professional with 19 years of experience in the financial industry. She is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. Outside of her advisory role, she is the sole owner of a real estate investment business based in Scranton, PA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and options for implementation.

Joshua Bradley serves as a Resident Director at Merrill Lynch Wealth Management. Since 2001, he has been providing financial advisory services to individuals and businesses, focusing on areas such as corporate benefits, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. He works with clients to identify their priorities, develop tailored strategies, and manage investment capital to meet their financial goals. Bradley holds a Bachelor's Degree in Finance and Marketing from Wilkes University and maintains the professional designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is recognized as a member of the DiMattio Bradley team, which was named to the 2026 Forbes "Best-in-State Wealth Management Teams" list. In addition to his professional commitments, he contributes to the community through local baseball coaching. Joshua Bradley resides in Scranton, Pennsylvania, with his wife and their two children.

Elizabeth Kuna is a financial advisor with Raymond James Financial in Wilkes Barre, PA, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2020. Outside of financial advising, she has been involved with the Greater Pittston YMCA for eight years and is associated with the Tipsy Turtle Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical modeling to support client goals and maintains a range of advisory programs and specialized services in public finance and employer retirement solutions.

Kim Reuther is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and having 31 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2024, Kim worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2024. Outside of finance, Kim serves as a basketball official and is a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Tricia Zelinka is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Brian Corbett is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Wells Fargo Advisors, having previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Corbett has a minority ownership interest in 1856 Capital Partners LLC, an investment-related business based in Scranton, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Dustin Bender is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he holds a 25% ownership interest in 1856 Capital Partners LLC, where he dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored client recommendations.

Thomas Kish is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 financial planning process utilizing firm-approved tools and market modeling techniques.

Kelli Lyons Stevens is a financial advisor at Osaic with 26 years of industry experience and holds Series 63 and Series 65 licenses. She has previously worked at American Portfolios Financial Services and BCG Securities. In addition to her advisory role, she operates an insurance agency focused on life insurance and fixed business products not available through her firm. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning and managed account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

John Joseph Gustin is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2019. He focuses on areas including retirement and estate planning, family wealth preservation, and business succession strategies. He provides services related to employee benefits planning, portfolio management, tax minimization, small business strategies, and retirement income. John Joe also works with endowments, foundations, and nonprofit organizations in the greater Scranton/Wilkes-Barre area. He holds a bachelor's degree from the University of Scranton and the professional designation of Personal Investment Advisor (PIA). He is affiliated with Merrill Lynch Wealth Management as part of his professional activities. John Joe serves on two local nonprofit boards, coaches baseball, and is a guardian for an elderly family member with dementia, reflecting his involvement in the community. He resides in Scranton, Pennsylvania. John Joe's approach as a financial advisor involves understanding clients' priorities and goals in order to develop strategies for their short-, mid-, and long-term financial objectives. He offers ongoing advice and guidance, integrating investment, banking, credit, home financing, and small business solutions to assist clients comprehensively.

Timothy McMullen is a Senior Financial Advisor based in the Scranton, PA office of Merrill Lynch Wealth Management. With over 27 years of experience in the financial services industry, he specializes in financial planning, portfolio construction, and management. Tim focuses on goals-based planning to assist clients in achieving their financial objectives for themselves, their families, and organizations. Tim holds a Bachelor of Science degree in Finance with a minor in History from the University of Scranton and is a qualified Portfolio Manager. His expertise spans wealth management, banking, financing, and institutional investment management. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Beyond his professional role, Tim volunteers teaching economics to eighth-grade students at St. Paul's School in Scranton and serves on the board of Camp Freedom in Carbondale, PA, an organization assisting veterans and first responders with PTSD. He also participates in community organizations including The Friendly Sons of St. Patrick, local historical societies, and is a Knight of the Holy Sepulchre of Jerusalem. Tim resides in Scranton with his wife and three children.

Stephen Selige Jr. is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. He has been with Edward Jones for ten years. Outside of his advisory role, he has an interest in gas royalties through involvement with Expand Energy Corporation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Mohammed Najib is a financial advisor with Primerica Advisors in Dallas, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His work history includes roles at NEPA Trading & Investment LLC, Mann Corporation, PFS Investments Inc., and Primerica Financial Services. He also engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a tiered wrap fee structure and an operational model that includes ongoing manager oversight.

Michael Ricci is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 27 years of industry experience, including 15 years at Lincoln Financial Securities and three years at both MML Investors Services LLC and Mass Mutual Life Insurance Company. Ricci serves as an executive board member of the Boy Scouts of America, where he participates in reviewing operating proposals and voting on organizational procedures. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides a range of planning programs, including estate-settlement and employer-sponsored planning.