Christopher Cleaver is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has one year of industry experience at Primerica Advisors and has also worked at Uline, Inc. since 2008 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for loan product sales and referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors manages 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 entities. The firm uses model-driven investment strategies developed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Sharon Starkes is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2012. Outside of her advisory role, she is involved in operating a Dairy Queen restaurant and serves as a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs alongside tailored financial planning solutions.

Matthew Andersen is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience before joining the firm in 2026. He has been involved with nonprofit organizations, including a decade-long role at Star of Hope Ministries and ongoing work with The Chalmers Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary portfolio management.

Kevin Donnelly is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Lisa Cardwell is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, she serves as an officer at D.A.C. Electric, Inc., a construction and engineering firm based in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Matthew Field is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has held prior roles at Nationwide and MSI Financial Services. His other business activities include a significant interest in Hagy Insurance Agency, which focuses on property and casualty insurance. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Nancy Robilotta is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Tarik El Bassiouni is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2013, including time with Morgan Stanley Private Bank, National Association, and previously at Nationwide Securities, LLC and 1717 Capital Management Company. Outside of his advisory role, he serves as a basketball coach for the Stroudsburg Area School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.

Timothy Ferguson is a financial advisor with Equitable Advisors in Columbia, NJ, holding a Series 66 designation and one year of industry experience. His work history includes roles outside finance, such as positions at Pinecrest Lake Golf & Country Club and Knowlton Township Elementary School. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning and asset management through a network of Investment Adviser Representatives and third-party managers.

Michael Chell is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding Series 63 and Series 65 designations with 41 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. In addition to his advisory role, he serves as CEO of Chell Financial Group, Inc., a support company for Raymond James business operations. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sean Robilotta is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2024 and has prior work experience at Walmart and East Stroudsburg University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

John Sobrinski Jr. is a financial advisor with LPL Financial in Sciota, Pennsylvania, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked with Cadaret, Grant & Co., Inc. and Triad Advisors, Inc. He also operates Sobrinski Financial Services, which he has managed since 2014. 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 and third-party asset management, supported by advanced research and operational tools.

Elizabeth Watson is a financial advisor at OSAIC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Questar Asset Management. Outside of her advisory role, Watson mentors women in leadership positions within church ministries. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a broad range of financial planning and advisory services across multiple platforms.

Michael Savage is a financial advisor with Raymond James Financial in Scotrun, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Raymond James since 2010 and previously at Wells Fargo Clearing from 2003 to 2010. Since 2014, Savage has also owned Savage Financial Group, a support company related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services using analytical tools to model potential outcomes and supports a broad advisor network with specialized municipal advisory and SIMPLE IRA employer consulting programs.

Rodney Drysdale is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked at several firms including Commonwealth Financial Network, Kestra Advisory Services, NFP Securities Inc, and Citigroup Global Markets. He is also the founder of Drysdale Wealth Management. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals across multiple platforms and custodians.

Linda Worthington is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2005. Outside of her advisory role, she works as a golf instructor on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives offering a variety of financial planning and investment solutions.

Peter Joseph is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved as an executor of an estate and is a member of River Road General Store LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Blake Martin is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 20 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and previously at Equitable Advisors from 2007 to 2011. Outside of his advisory role, he serves as treasurer for the Rotary Club of the Pocono Mountains and the Friendly Community Center. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, and proprietary investment strategies.

Dale Hearn is a CFP® and ChFC® professional with 39 years of industry experience. He has been affiliated with Cetera since 2025 and previously worked with Concourse Financial Group Securities Inc for 28 years. Outside of his financial advisory work, he serves as a committee member for a biblical literacy class and acts as executor for an estate. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and third-party managers across various program structures.