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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, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Triad Advisors, Inc., and has operated Sobrinski Financial Services since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing a variety of model portfolios, third-party subadvisors, and technologies including machine learning.

College savings (529s, UTMA, etc.)
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Elizabeth W

Series 63, Series 65

East Stroudsburg, PA

OSAIC

Elizabeth Watson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Securities America Advisors and Questar Asset Management, among other firms, before joining OSAIC. Outside of her advisory role, she mentors women in leadership positions within a church setting through a special assignment in women's ministries. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by various tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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 Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Raymond James since 2010 and has operated his own support company, Savage Financial Group, since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

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 32 years of industry experience. He founded Drysdale Wealth Management in 2019 and has previously worked at Commonwealth Financial Network, Kestra Advisory, and Nfp Securities Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management solutions and maintains proprietary and unaffiliated model strategies with various platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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 bringing 25 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she also works as a golf instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
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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, holding a Series 66 designation and 20 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory work, Martin serves as treasurer for the Rotary Club of the Pocono Mountains and The Friendly Community Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent financial professionals using a variety of portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Sergey K

Series 66

Sciota, PA

Equitable Advisors

Sergey Kuznetsov is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AxA Advisors. Outside of his advisory role, he is involved as Treasurer of the ElArte Foundation Inc. and participates in renewable energy ventures including Tunkhannock Solar Partners and My Healthy Cookie Co. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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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