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Matthew F

Series 63, Series 66

Sciota, PA

LPL Financial

Matthew Field is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has held prior roles at Nationwide and MSI Financial Services. His other business activities include a significant interest in Hagy Insurance Agency, which focuses on property and casualty insurance. 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 advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

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

Series 66

Stroudsburg, PA

Morgan Stanley

Nancy Robilotta is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Tarik E

Series 66

Stroudsburg, PA

Morgan Stanley

Tarik El Bassiouni is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2013, including time with Morgan Stanley Private Bank, National Association, and previously at Nationwide Securities, LLC and 1717 Capital Management Company. Outside of his advisory role, he serves as a basketball coach for the Stroudsburg Area School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Rocco S

Series 63, Series 65

East Stroudsburg, PA

Primerica Advisors

Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Timothy F

Series 66

Columbia, NJ

Equitable Advisors

Timothy Ferguson is a financial advisor with Equitable Advisors in Columbia, NJ, holding a Series 66 designation and one year of industry experience. His work history includes roles outside finance, such as positions at Pinecrest Lake Golf & Country Club and Knowlton Township Elementary School. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning and asset management through a network of Investment Adviser Representatives and third-party managers.

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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Michael C

Series 63, Series 65

East Stroudsburg, PA

Raymond James Financial

Michael Chell is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding Series 63 and Series 65 designations with 41 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. In addition to his advisory role, he serves as CEO of Chell Financial Group, Inc., a support company for Raymond James business operations. 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, utilizing analytical tools and models to align with client goals, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 63

Belvidere, NJ

LPL Financial

Robert Claussen is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 44 years of industry experience. His prior roles include positions at Cetera Wealth Services, Nationwide Securities, and 1717 Capital Management Company. He also works as an independent broker selling group health insurance through providers such as Horizon Blue Cross Blue Shield of NJ, Aetna, and Gerber Life. 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, third-party asset management, and institutional platforms.

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

Series 66

Stroudsburg, PA

Morgan Stanley

Sean Robilotta is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2024 and has prior work experience at Walmart and East Stroudsburg University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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John S

Series 63, Series 65

Sciota, PA

LPL Financial

John Sobrinski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Triad Advisors, Inc. He also operates Sobrinski Financial Services, which he founded in 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, model portfolio programs, 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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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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Joseph P

Series 63, Series 65

Hope, NJ

LPL Financial

Joseph Proscia is a financial advisor with LPL Financial in Hope, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His background includes 20 years at Alliance Bernstein and two years at Allianz Global Investors Managed Accounts LLC. He is also involved with First Hope Wealth Management, a business affiliated with his LPL practice. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies 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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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 at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Commonwealth Financial Network, Kestra Advisory Services, NFP Securities, and Citigroup Global Markets. He is also the founder of Drysdale Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and access to both proprietary and third-party strategies.

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

Series 63, Series 65

Belvidere, NJ

LPL Financial

Carole Sarson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Kestra Financial Services, Cetera Wealth Services, Nationwide Securities, and 1717 Capital Management Company. Sarson serves on the Windrush III Condo Association board, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by research-driven models and technological tools.

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, 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 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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Thomas K

Series 63, Series 66

Belvidere, NJ

Cetera

Thomas Karabinus is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2005. In addition to his advisory role, he has served on the Belvidere Board of Education since 1978. Cetera Investment Advisers LLC is an SEC-registered firm serving 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, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

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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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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