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Elizabeth W

Series 63, Series 65

East Stroudsburg, PA

OSAIC

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.

Annuities Private / alternative investments
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Mark S

Series 63, Series 65

Moosic, PA

Mass Mutual Investors Services

Mark Sutherland is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at METLIFE SECURITIES Inc for 17 years. Outside of his advisory work, he serves as a high school soccer coach. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning and a range of investment programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Timothy L

Series 63, Series 66

Moosic, PA

Mass Mutual Investors Services

Timothy Lavelle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and Mass Mutual Life Insurance Company. He has also been involved with LIFS Enterprises, LLC since 2006. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative, annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael S

Series 63, Series 65

Scotrun, PA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Peter S

Series 66

Moosic, PA

Mass Mutual Investors Services

Peter Salvatori is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and two years of industry experience. He has worked at MML Investors Services since 2024 and also has experience with MassMutual Life Insurance Co. since 2022. Outside of financial advising, he is the president and owner of Northeast Casket Sales, Inc., a wholesale casket business he has operated since 2001. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and emphasizes event-driven planning services such as estate settlement and employer-sponsored programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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James O

ChFC®, Series 63

Moosic, PA

Mass Mutual Investors Services

James Oboyle is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including 18 years at Met Life Securities and over a decade with MassMutual-related firms. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative planning processes.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Rodney D

Series 63, Series 65

Pocono Pines, PA

Cambridge Investment Research Advisors

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.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Linda W

Series 66

Tobyhanna, PA

LPL Financial

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.

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

Series 66

Cresco, PA

Cambridge Investment Research Advisors

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.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Dale H

CFP®, ChFC®, Series 63

Blakeslee, PA

Cetera

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.

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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Michael R

Series 66

Moosic, PA

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ian G

CFP®, Series 63

Moscow, PA

LPL Financial

Ian Gordon is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and has worked there since 2008, including a prior tenure from 2008 to 2010 and then again from 2018 to the present. His previous experience includes eight years at FSC Securities Corporation. Outside of his advisory role, he is also involved in tax preparation as a tax associate with H&R Block. 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 portfolio programs, and participant-level retirement advice, supported by operational and research tools for its 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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Kevin C

Series 63

Moosic, PA

Mass Mutual Investors Services

Kevin Canfield is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1990. In addition to his advisory work, he engages in sales related to individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved analytical tools to develop tailored financial plans without investment discretion, providing event-driven and specialized planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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