Robert Schwartz is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Private Advisor Group since 2014 and has been affiliated with LPL Financial since 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Lawrence Joseph Jr. is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for PNC employees that uses algorithm-driven risk assessments to select investment models implemented via mutual funds and ETFs.

Jerome Lama is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and previously held roles at PNC Investments and CCO Investment Services. Lama is also licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and program platforms, supported by third-party technology and sub-advisers, and operates within a mutual holding company structure that includes affiliated broker-dealer and insurance entities.

Christopher Scalese is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to his current tenure at AE Wealth Management, he worked at Global Financial Private Capital, LLC, and has been involved with Fortune Financial Group since 2000, where he serves as president overseeing insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and platform services, managing approximately $49.8 billion for over 127,000 clients.

Alyssa North Mozda is a Series 66-licensed financial advisor with four years of industry experience. She is currently with PNC Wealth Management and has previously worked at LPL Financial and Private Advisor Group, among other firms. Her background also includes roles outside of finance, such as involvement with Marywood University Friends of the Poor. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment models executed via mutual funds and ETFs. The firm’s approach involves delegated portfolio implementation and limited direct client contact with strategists.

Kyle Macrina is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, McLaughlin Asset Management, Lincoln Financial Advisors Corporation, and JP Morgan Chase & Co. Macrina also provides administrative support to Private Advisor Group through a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions including its proprietary WealthSuite and access to third-party strategists such as Fidelity, BlackRock, and Invesco.

Eric Miller is a financial advisor with PNC Wealth Management who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with PNC Investments LLC since 2015. Miller is also the owner of Backyard Ale House, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithmic risk assessments to guide investment strategies implemented via mutual funds and ETFs.

Louis Ingargiola is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He is co-owner of I & M Wealth Advisors, a private entity involved in securities, advisory, and insurance services. In addition to his advisory work, Ingargiola has served as an expert witness in court cases unrelated to investment matters. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

Patrick Watson is a financial advisor with Empower Advisory Group in Dickson City, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Fidelity Investments, Prudential Investment Management Services, CUNA Mutual Group, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jason Berry is a financial advisor with PNC Wealth Management in Scranton, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 21 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessments to guide investment strategy.

Julie Jurchak is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs. The firm’s approach involves third-party management and discretionary portfolio execution with annual rebalancing.

Andrew Sheard is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Centaurus Financial since 2020, following prior roles at PCP Consulting and Hantz Financial Services. He serves as treasurer of the Calkins Union Cemetery Association, a volunteer position involving financial oversight. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Robert Kudrich Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously was with Global Financial Private Capital, LLC for two years. Kudrich also has longstanding involvement with Fortune Financial Group, where he provides insurance sales and advisor/case planning. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment strategies.

Christopher Kemmerer is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses approved model strategies managed and executed by delegates with mutual funds and ETFs, relying on algorithmic risk assessment for model selection.

Sean Rooney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Prudential Investment Management Services, Edward Jones, and Charles Schwab. Since 2021, he has been with PNC Investments in Scranton, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and third-party portfolio implementation via mutual funds and ETFs, with annual rebalancing and no direct trading by clients.

Holly Ginas is a financial advisor at Edward Jones with 20 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she held positions in advertising and chiropractic fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and 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.

Melissa Blaszczyk is a financial advisor with Osaic Wealth Inc. She holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Edward Jones. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a broad range of asset classes.

Gina Bonacci Carey is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in business ownership through GPBC, LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and maintains a large institutional presence with a comprehensive product offering.

Timothy Mcnamara is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been a financial advisor since 2011 and joined Merrill in 2016. He is part of The Yanoski, McGee & McNamara Wealth Management Group, where he collaborates with clients to identify their primary goals and needs, assisting with retirement planning and helping clients maintain their standard of living throughout retirement. He also advises clients on education funding for children and grandchildren, as well as philanthropic giving. Before becoming a financial advisor, Timothy worked in the mortgage industry for over eight years, including more than three years as the owner and operator of a mortgage brokerage business. He holds a Bachelor's degree in Marketing from Saint Joseph's University and a Masters of Business Administration with a concentration in Finance and Investments from Marywood University. Additionally, Timothy holds FINRA Series 7 and Series 66 registrations and is a licensed insurance producer in Pennsylvania and Florida. In 2018, he earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Timothy and his wife, Lauren, live in Factoryville, Pennsylvania with their three children. He is an active community member, volunteering with various non-profit organizations and coaching youth basketball and baseball.

Gregory Rosetti is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2019, focusing on understanding, planning, and assisting clients through a process designed to help them achieve their financial goals. He designs customized personal financial strategies for families and individuals, aiming to provide clients with the best life possible within their available resources. Before joining Merrill Lynch, Gregory worked in Manhattan for ten years in the financial industry and spent an additional three years in the insurance industry. He earned a bachelor's degree in Finance from Saint Joseph's University in 2004 and holds FINRA Series 7 and Series 66 registrations, along with the Personal Investment Advisor (PIA) designation. Gregory resides in Glenburn, Pennsylvania, with his wife, Brook, and their sons, Daniel and Christopher. He is involved in community organizations including Girls on the Run, the Marworth Advisory Board, and the Waverly Community House.