Joseph Adams is a financial advisor with Cetera in Honesdale, PA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial, the State of Pennsylvania, and local government entities. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and access to third-party money managers.

Benjamin Burkhardt is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His work history includes roles at Krupa Wealth Management and coaching varsity football for the Wallenpaupack School District. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and a broad advisor network.

Thomas Sporer Jr. is a financial advisor with Ameriprise in Honesdale, PA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with Ameriprise and its related entities since 2013. Outside of advising, Sporer serves on the Board of Directors and as Treasurer for the Texas Rod and Gun Club, Inc., and is also a board member of the Eagle Home Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard John is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His professional background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside involvement in recreation management and music. He also engages in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Peter Smith III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies, serving a broad client base with both brokerage and advisory solutions.

Gordon Rhoads is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Securities America Inc. Rhoads also has experience with Wayne Bank alongside his advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated managers across multiple program structures.

Alexander Camacho is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he mentors students pursuing the Project Management Professional (PMP) designation through a consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated services under a fiduciary standard.

Michael Krupa is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services, Inc., where he has worked since 2020, following six years at Wells Fargo. Krupa is the owner and president of Krupa Wealth Management, a support company based in Honesdale, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports client implementation through various advisory programs.

Eric Odell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at several firms including New York Life and The Dime Wealth Management, where he also provides administrative support. Prior to his financial services career, he held various roles in education, construction, and the golf industry. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.

Kelly Fischer is a Series 66-licensed financial advisor with Raymond James Financial, based in Honesdale, PA. She has worked in financial services since 2023 and has prior experience in healthcare and homemaking. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to help clients evaluate potential outcomes.

Collin Ennis is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has worked at Cetera and Wayne Bank since 2024 and was employed at Honesdale Golf Club from 2014 to 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Serena Durdach is a financial advisor with Cetera holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Keller Williams Real Estate and the floral business Gorgeous Floral. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Jeffrey Gerson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in songwriting as a proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning that utilizes firm-approved tools and models.

Joanne Secky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with LPL Financial since 1995. Outside of her advisory role, she is an author of two books and operates a home-based LLC called Natural Born Red Head. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad set of non-advisory financial services.

Thomas Regenski is a CFP® professional with 11 years of industry experience. He is currently with Edward Jones, where he has worked since 2021. His prior experience includes roles at LPL Financial, The Fidelity Deposit & Discount Bank, INVEST Financial Corporation, CETERA Advisor Networks LLC, and Davis R Chant Realtors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and operates under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

George Stefanou is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is an author of a book exploring differing perspectives, strategies, and attitudes toward money. Additionally, he holds a board member and treasurer position for the SoDo District in Orlando, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.