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John S

Series 65, Series 63

Sciota, PA

LPL Financial

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.

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

Series 63, Series 65

Stroudsburg, PA

Morgan Stanley

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.

General estate planning guidance
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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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Sergey K

Series 66

Sciota, PA

Equitable Advisors

Sergey Kuznetsov is a financial advisor with Equitable Advisors in Sciota, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory role, he is involved with the ElArte Foundation as Treasurer and has entrepreneurial interests in renewable energy and a food business called My Healthy Cookie Co. Equitable Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of representatives, utilizing both proprietary and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ashley B

Series 66

East Stroudsburg, PA

Raymond James Financial

Ashley Bolton is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked in educational and support roles outside the financial services sector. Bolton also works as an associate at support companies related to Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public finance through unique affiliations and specialized programs.

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