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Robert K

Series 65

Dunmore, PA

AE Wealth Management, LLC

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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Christopher K

Series 63, Series 65

Scranton, PA

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Sean R

Series 63, Series 66

Scranton, PA

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Holly G

Series 66

Honesdale, PA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Melissa B

Series 66

Honesdale, PA

OSAIC

Melissa Blaszczyk is a financial advisor with Osaic Wealth Inc and holds a Series 66 designation. She has 13 years of industry experience, including prior roles at LPL Financial, LLC and Edward Jones. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supported by a complex affiliate network and private-equity ownership.

Annuities Private / alternative investments
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Gina B

Series 66

Carbondale, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Luke B

Series 63, Series 66

Union Dale, PA

LPL Enterprise

Luke Brown is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, First Financial, and The Vanguard Group. Outside of his advisory work, he is also an Uber driver in San Francisco. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through its network of investment adviser representatives. The firm typically implements investments using model portfolios developed by its research team and third-party strategists, offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Nicholas P

Series 63, Series 65

Dunmore, PA

LPL Financial

Nicholas Parise is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes roles at PNC Bank and PNC Investments LLC. Outside of his advisory work, he is involved with DCNP Realty, LLC, a real estate rental business. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert W

CFP®, Series 63, Series 65

Dunmore, PA

LPL Financial

Robert Wright is a Certified Financial Planner® with 28 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. His other business activities include ownership of real estate investments in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James V

Series 63, Series 66

Scranton, PA

LPL Financial

James Van Wert Jr. is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Group for over 29 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John S

Series 63, Series 65

Scranton, PA

LPL Financial

John Smith is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nationwide Securities, Inc. for 17 years and Pitt Ohio Express Inc. for 29 years. Outside of advising, he is involved in sales of transportation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ronald P

Series 63, Series 66

Scott Twp., PA

Cambridge Investment Research Advisors

Ronald Paull III is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Advantage Investment Management and National Planning Corporation. Outside of advising, he is involved in beekeeping and volunteers teaching gym activities. Cambridge Investment Research Advisors serves individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers along with proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Peter A

Series 63, Series 65

Dunmore, PA

LPL Financial

Peter Albano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at several firms, including FNCB Bank, Community Bank, INVEST Financial Corporation, and Citizens Securities, Inc. Outside of his advisory role, he is also an insurance agent specializing in non-variable life insurance. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert C

ChFC®, Series 63, Series 65

Blakely, PA

LPL Financial

Robert Caselli is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cadaret, Grant & Co., Inc. and Strategic Planning Associates. Outside of his advisory work, he is involved with Strategic Planning Associates, LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew A

Series 63, Series 66

Honesdale, PA

Cetera

Matthew Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 certifications and 28 years of industry experience. He has previously worked at Nationwide Securities and Nationwide Insurance, and he operates the Meagher Insurance Agency. Outside of his financial career, he serves as a ring steward at the Sussex County Farm & Horse Show, interacting with judges, exhibitors, and announcers. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, utilizing multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kyle M

Series 66

Dunmore, PA

Edward Jones

Kyle Mc Cloe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Kamo & Sons, LLC and IBEW LU 81, and serves as a platoon sergeant in the United States Army Reserves, where he leads training and mentoring at the company level. He is also the vice president of the American Legion Post 579, providing information to local veterans about available services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management Military & Veterans Founder/Business Owner Educators, Teachers, and Academics Government Employee
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Cynthia G

Series 63, Series 66

Honesdale, PA

Cetera

Cynthia Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having 22 years of industry experience. Her career includes long-term roles at The Dime Bank and CETERA Advisor Networks LLC, with recent experience at LPL Financial and Wayne Bank. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a range of portfolio management and consulting services. The firm offers multiple investment program options and operates as a multi-manager platform with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William P

Series 66

Dunmore, PA

LPL Financial

William Portanova III is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has one year of industry experience. Before joining LPL Financial in 2025, he worked at Cadaret Grant and Assured Partners. He previously operated Electric City Axe Throwing from 2021 to 2023. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nicholas K

Series 66

Dunmore, PA

LPL Financial

Nicholas Kohut is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has three years of industry experience. His prior work includes roles at FNCB Bank and Chiaro Investment Services. 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 model portfolio programs, and supports its advisors with various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin M

Series 63, Series 66

Scranton, PA

LPL Financial

Kevin Messett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at Nationwide and Nationwide Advisory Services for over 16 years before joining LPL Financial in 2018. Outside of his advisory role, he owns New Seasons Financial, a mortgage and real estate services business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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