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 at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked with Monocacy Wealth Partners since 2021. Her prior experience includes four years at Wells Fargo Clearing. Outside of her advisory role, she is involved with the Greater Pittston YMCA and has been associated with Tipsy Turtle Pub since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Kim Reuther is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, Reuther serves as a basketball official. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s approach includes structured planning tools and models to help clients assess outcomes, while clients retain responsibility for implementing and updating their plans.

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® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, Merrill, and Oppenheimer. Outside of his advisory work, he holds a 10% ownership stake in 1856 Capital Partners LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, leveraging proprietary research and tools to deliver tailored recommendations across various financial 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, having joined the firm in 2019. He specializes in retirement and estate planning, family wealth preservation, and business succession strategies. John Joe works closely with local nonprofit organizations throughout the greater Scranton/Wilkes-Barre area. He holds a Bachelor's Degree from The University of Scranton and has earned the Personal Investment Advisor (PIA) designation. John Joe is involved in his community, serving on two local nonprofit boards and coaching baseball. He also acts as a guardian for an elderly family member with dementia. He resides in Scranton, PA. John Joe focuses on providing personalized wealth management by understanding clients' financial goals and developing flexible strategies suited to changing market conditions. His approach includes leveraging investment insights and banking solutions to help clients pursue their objectives through comprehensive financial planning.

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 Kingston, PA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. His work history includes long-term roles at Pfs Investments Inc and Primerica Financial Services, along with positions at NEPA Trading & Investment LLC and Mann Corporation. Outside his advisory work, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports account custody and trade execution through established financial institutions.

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.

Arthur Daube is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at Guardian Life for 21 years before joining Mass Mutual in 2022. Outside of his advisory work, Daube is involved in sound technician services for local bands and events and owns a video production business. 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, structuring its client engagements as annual collaborative relationships that deliver written recommendations and use advanced analytics tools.

Ann Scoda is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing and Advisors since 2016. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, delivering tailored recommendations with optional implementation through various brokerage and advisory programs.

Donald Williamson is a financial advisor at OSAIC with 53 years of industry experience. He has worked at OSAIC since 2023 and has a longstanding history with Asco Financial Group, Inc. and FSC Securities Corporation, dating back to 1990 and 1997 respectively. In addition to his advisory roles, he serves as managing partner of AFG Pension Administration, a position he has held since 1991. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that include a variety of investment types.

Olivia Amesbury is a Series 66 licensed financial advisor with Ameriprise in Kingston, PA, where she has worked since 2020. She has three years of industry experience and previously worked briefly at Target. Outside of her advisory role, she supports owners with daily duties and provides financial planning through FFLIH, LLC, and also serves as a consultant focusing on leadership and training at INetwork NY LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Louis Pettinato is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at Nationwide Insurance and Nationwide Securities LLC for five years before joining LPL Financial in 2018. Outside of his advisory role, Pettinato is involved as an artist and musician with Latin Express. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by proprietary research and various operational tools.