Sheldon Castle is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has worked at Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. Outside of his advisory role, Castle serves as an assistant high school basketball coach and referee and is a deacon at Faith Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a broad network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kory Datres is a financial advisor with Cetera, holding a Series 66 credential and 17 years of industry experience. He has been with Cetera Advisors LLC since 2013 and continued at Cetera from 2024 onward. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Keith Wood is a Series 66-licensed financial advisor with 23 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management, both based in Williamsport, PA. Since 2024, he has been involved with Capstone Health, referring prospects to the health and wellness firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across various topics. The firm separates planning from portfolio management and offers a consolidated billing option called “WealthPlan” for clients combining planning with managed accounts.

Marlena Sinopoli is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at First National Bank of Pennsylvania and Susquehanna Community Bank, with a total of approximately 11 years in the financial sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Bush is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and priorities. By connecting all aspects of a client's financial life, he aims to help them pursue what matters most in a flexible manner aligned with changing market conditions. Michael also provides access to investment insights from Merrill and banking and lending solutions through Bank of America. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from Dartmouth College and completion of an Accredited Certificate Program at the University of Pennsylvania. In addition to his advisory role, Michael participates in community volunteer activities, reflecting the Merrill tradition of community involvement.

Samuel Lush is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cetera, and Citizens & Northern Bank. Outside of advising, he serves on several nonprofit boards, including the Cole Foundation and Susquehanna Health Foundation, and is president of the West Hill Cemetery Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by software analysis tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Jesse Hayhurst is a financial advisor with Merrill in Williamsport, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Merrill since 1993 and also holds a position at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Pavlov is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience in education, having worked with the Lewisburg Area School District since 2022, and has past experience in real estate and the food service industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved software and offers specialized services including divorce planning and estate settlement.

Stuart Hague is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in local religious institutions, serving as pulpit supply for the Presbytery of Northumberland and chairing the Building & Finance committee at Bethel Linden Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

William Mauro Sr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at VOYA Financial Advisors. Outside of his advisory work, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management and model-based strategies tailored to client objectives.

George Bierman is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, with over 40 years of experience in the financial industry. He specializes in developing long-term financial strategies tailored to individual investment objectives, focusing on equity and tax-free investing. Since 1984, George has served as a Wealth Management Advisor for Merrill, leveraging his prior experience in the Savings and Loan industry to provide a comprehensive approach to wealth management. George holds a Bachelor of Science degree in Business Administration Management from Bloomsburg University and is a Dale Carnegie Business Communications graduate. He maintains several professional licenses, including Series 63, 65, and 7, as well as Life, Accident, and Health Insurance licenses. Additionally, he holds the designation of Personal Investment Advisor (PIA). His practice emphasizes a systematic, client-centered approach that aligns financial strategies with each client’s goals and risk tolerance. Through Merrill, he offers a broad range of services such as retirement, estate, college planning, and portfolio management, supported by a team of specialists and research resources. Outside of his financial career, George is deeply involved in martial arts, holding a 9th degree blackbelt Grandmaster rank in Goshin-Jutsu karate and six world titles from the World Games in St. Petersburg, Russia. He has been practicing martial arts since 1973 and earned a Doctor of Philosophy in the Fighting Martial Arts. George is also committed to community involvement through volunteer work. His personal interests include adventure sports, camping, golfing, hiking, and hunting.

Brett Good is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1995. Outside of his advisory role, he serves as an executor in a fiduciary capacity for an estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, and institutions, offering diverse investment strategies and support tools through a large network of advisors.

John Fischetti is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is a co-owner of a healthcare business, Interim Healthcare, and is the sole proprietor of a recreational venture, MOC 38 Racing LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides its services through both direct and employer-sponsored arrangements.

Mark Huffman is a Series 66 licensed financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, previously working at Bank of America and Merrill from 2009 to 2017. Outside of his advisory role, Huffman owns and operates Aurora Photography, a retail and online art business based in Montoursville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diversified investment products alongside financial and estate planning services.

Christine Sleboda is a financial advisor at Osaic Wealth, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Cascade Financial since 1999, as well as Securities America Advisors, Inc. from 2016 to 2024. Outside of her advisory work, she serves on the advisory council of UPMC Susquehanna Health and is a board member of The Salvation Army. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions, using firm-provided tools to construct portfolios that include a broad range of securities and alternative investments.

Melissa Mix is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her career includes roles outside finance, such as positions at Merit Dental and The Leukemia and Lymphoma Society, as well as nearly a decade with local school districts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Machak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Woodbury Financial Services for 11 years before joining LPL Financial in 2019. His other activities include involvement with The Wealth Factory, an affiliated business related to investment and insurance services. 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, third-party asset management, and institutional platforms.

Matthew Cardillo is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has worked with firms including Roche Financial and various Cetera entities since 2020. Outside of advisory work, he serves as a trustee for the Knights of Columbus, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Megan Fisher is a financial advisor at Edward Jones in Williamsport, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Target and Kohl's. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shelby Mulberger is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.