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 with Wells Fargo Advisors in Scranton, PA, holding a Series 63 designation and 27 years of industry experience. She has worked within Wells Fargo’s network since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to tailor client recommendations.

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 Casale is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2020 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 focused on leadership and training for INetwork NY LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic automation to generate tailored advice.

Louis Pettinato is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2018 and previously was affiliated with Nationwide Insurance and Nationwide Securities LLC from 2013 to 2018. Outside of his advisory work, Pettinato is involved as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and various institutional clients nationwide. The firm provides a range of advisory programs, including discretionary and non-discretionary management, leveraging research from multiple sources and offering services such as retirement plan consulting, brokerage, and overlay portfolio management.

Jerome Mchale is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and has worked at FSC Securities Corporation and Asco Financial Group, where he also serves as president. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with a range of portfolio construction tools and third-party solutions.

Ralph Colo is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following his time at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. Its process involves structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

William Bender is a financial advisor with Wells Fargo Advisors in Scranton, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at Merrill, Bank of America, N.A., and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is co-owner of Sunset View Farm Heritage, LLC, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines research and planning tools with optional brokerage and advisory programs delivered by its network of financial advisors.

Ian Gordon is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to LPL, he worked eight years at Fsc Securities Corporation. Outside of advisory work, he has experience in tax preparation as a tax associate. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Jude Stambone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with LPL Financial since 2011. He also operates Stambone Financial as a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes various model portfolios and research resources.

Charles Parry is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He is a partner in Bald Mountain Sportsman Club LLC, a converted non-profit hunting club, and serves as a board member for Lakeside Outing Club, a lake association in New Milford, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Conor Malone is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, corporations, and non-profits to provide a comprehensive financial strategy using a long-term, disciplined investing approach. Conor develops personalized financial strategies through a consistent process that involves listening to client concerns, strategy development, and implementation, with ongoing communication and collaboration with clients and their professional advisors. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA). Conor also has FINRA Series 7 and Series 66 registrations and is licensed in Pennsylvania for various insurance products. He earned his bachelor's degree from Saint Joseph's University. In his community, Conor volunteers with the Rotary Club of Scranton and Friendly Sons of Lackawanna County. He enjoys rowing at Harvey’s Lake Rowing Club and resides in South Abington, Pennsylvania with his wife Ellen and their children. Conor focuses on helping clients achieve goals related to retirement, education, giving, and confidence in their financial strategies through a goals-based investment process.

Nicole Reviello is a financial advisor at Ameriprise with 21 years of industry experience. She has held positions at Ameriprise since 2017 and previously worked at Lincoln Financial Advisors Corporation. She holds the Series 66 designation and is based in Moosic, PA. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Neil Shitut is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2020. Prior to that, he was employed at Goldman Sachs & Co. LLC beginning in 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering services such as discretionary portfolio management and proprietary research to tailor investment strategies.

Patrick Lenahan III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Berkeky Street LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Christopher Albright is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Astra Wealth Advisors, a business entity for tax and investment purposes. LPL Financial is a national SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non‑discretionary management supported by research from LPL and third-party subadvisors.

Robert Maloney Jr. is a financial advisor at Stifel with 50 years of industry experience. He has held his current position since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide analyses and guidance for asset allocation, retirement, insurance, and estate planning.

James Duffy Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns rental properties in Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lisa O'Brien is a CFP® professional with 34 years of experience in the financial industry. She currently works with OSAIC and was previously with FSC Securities Corporation for 14 years. Outside of her advisory work, she owns and manages a business focused on planning strategies. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Chris Prater is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding a Series 66 license and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and at Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is involved in a trust-related business in Shavertown, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery and analytical tools, and manages approximately $2.74 trillion in client assets.