Stephen Rosenthal is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1997. He brings over 26 years of experience in wealth management, business financing, and corporate retirement plans. Stephen's professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a qualified Portfolio Manager who manages personalized and defined strategies on a discretionary basis. Stephen focuses on areas such as liquidity event strategies, trust services, estate planning services, retirement plan consultation, corporate benefits, corporate executive services, divorce transition planning, personal retirement planning, and portfolio management services. He holds a bachelor's degree in Accounting from the University of Pittsburgh. In addition to his professional work, Stephen is actively involved in various community organizations. He has served as past president of the Osterhout Free Library, is a board member of the Jewish Home of Eastern Pennsylvania, and serves on the Board of Trustees of Wyoming Seminary College Preparatory School. He is also a member of the Westmoreland Club.

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.

Albert Wilson is a financial advisor with MassMutual Investors Services holding the CFP® and ChFC® designations and over 34 years of industry experience. He has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research among others. Outside of his advisory role, he is an owner and tax preparer for a tax preparation and planning business and serves as adjutant on the board of an American Legion post. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a collaborative, goal-focused approach using firm-approved analytical tools.

Elizabeth Kuna is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked with Monocacy Wealth Partners since 2021. Her prior experience includes four years at Wells Fargo Clearing. Outside of her advisory role, she is involved with the Greater Pittston YMCA and has been associated with Tipsy Turtle Pub since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Tricia Zelinka is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

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.

Thomas Kish is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and market modeling techniques.

John Joseph Gustin is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2019. He specializes in retirement and estate planning, family wealth preservation, and business succession strategies. John Joe works closely with local nonprofit organizations throughout the greater Scranton/Wilkes-Barre area. He holds a Bachelor's Degree from The University of Scranton and has earned the Personal Investment Advisor (PIA) designation. John Joe is involved in his community, serving on two local nonprofit boards and coaching baseball. He also acts as a guardian for an elderly family member with dementia. He resides in Scranton, PA. John Joe focuses on providing personalized wealth management by understanding clients' financial goals and developing flexible strategies suited to changing market conditions. His approach includes leveraging investment insights and banking solutions to help clients pursue their objectives through comprehensive financial planning.

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.

Arthur Daube is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at Guardian Life for 21 years before joining Mass Mutual in 2022. Outside of his advisory work, Daube is involved in sound technician services for local bands and events and owns a video production business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring its client engagements as annual collaborative relationships that deliver written recommendations and use advanced analytics tools.

Patrick Lenahan III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Berkeky Street LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Chris Prater is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding a Series 66 license and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and at Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is involved in a trust-related business in Shavertown, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery and analytical tools, and manages approximately $2.74 trillion in client assets.